ESOP · DOL Form 5500 · 2023

Dakota Supply Group, Inc. ESOP

Data updated 2026-08-25

$230M
Total assets Near avg plan size
767
Participants Near avg headcount
95th
Percentile by assets National rank
$299,603
Avg per participant High balance/head
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Official DOL plan name: Dakota Supply Group, Inc. Employee Stock Ownership Plan · Sponsored by Dakota Supply Group, Inc. · North Dakota · Wholesale Trade

$230M in assets, 767 participants

Dakota Supply Group, Inc.'s Dakota Supply Group, Inc. Employee Stock Ownership Plan reported $230M in total assets and 767 participants in its 2023 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,089 in Wholesale Trade (6,309 peers)

Where Dakota Supply Group, Inc. Employee Stock Ownership Plan sits by assets

Dakota Supply Group, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $230M for 767 participants (~$299,603/participant), down 1.9% in 2023.

#6,089
in Wholesale Trade (6,309 peers)
-1.9%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dakota Supply Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Dakota Supply Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$229,795,263 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Dakota Supply Group, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dakota Supply Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (767 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dakota Supply Group, Inc. Employee Stock Ownership Plan reported net income fell from $103M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
  • Dakota Supply Group, Inc. Employee Stock Ownership Plan reported participants rose from 616 in the plan year 2022 filing to 767 in the plan year 2023 filing.
  • Dakota Supply Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $234M in the plan year 2022 filing to $230M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 450421041 · Dakota Supply Group, Inc. PY 2023 · ESOP

Dakota Supply Group, Inc. Employee Stock Ownership Plan · $230M · 767 · 95th

  • BOY $230M
  • SCH 767
  • EBSA 95th
  • PART ESOP
  • TYPE near National Nail Corp. Employee Stock Ownership Plan
  • NET ind #6089

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in North Dakota →

Dakota Supply Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Wright Service Corp. Employee Stock Ownership PlanWright Service Corp. Employe…$231MDakota Supply Group, Inc. Employee Stock Ownership PlanDakota Supply Group, Inc. Em…$230MNational Nail Corp. Employee Stock Ownership PlanNational Nail Corp. Employee…$230MStellar Industries, Inc. Employee Stock Ownership PlanStellar Industries, Inc. Emp…$230MScs Engineers Employee Stock Ownership PlanScs Engineers Employee Stock…$229M
End-of-year total assets ($M) among Dakota Supply Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$234M
Net Assets (End of Year)$192M
Net Income-$6M
Employer EIN450421041
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dakota Supply Group, Inc.)

Sponsor-wide plan assets over time

All Dakota Supply Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$275M 5.32427838587022% vs 2022
2024 filing year
$270M$280M$290M$300M 202220232024 $291M $275M ▼ -5.3%
Year Plans Participants Total Assets
2022 2 1,443 $291M
2023 2 1,722 $297M
2024 2 2,033 $275M

Nearby ESOP Plans in North Dakota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Dakota Supply Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 00.511.5 Total assets ($B) Participants Dakota Supply Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229795263 · Participants: 767Dakota Supply Group, Inc. Employee Stock Ownership PlanBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.176759361 · Participants: 2973Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.837710398 · Participants: 4597Scheels Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.158672448 · Participants: 901Ulteig, Inc. Employee Stock Ownership PlanFrontier Precision, Inc Employee Stock Ownership Plan, Total assets ($B): 0.086685795 · Participants: 90Frontier Precision, Inc Employee Stock Ownership PlanKlj Solutions Co Employee Stock Ownership Plan, Total assets ($B): 0.084545191 · Participants: 461Klj Solutions Co Employee Stock Ownership Plan
Dakota Supply Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Dakota Supply Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Dakota Supply Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is National Nail Corp. Employee Stock Ownership Plan in MI ($230M); by covered participants it is 20/20 Plumbing and Heating, Inc. ESOP in CA (766 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (767 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dakota Supply Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Dakota Supply Group, Inc. Employee Stock Ownership Plan edged down modestly - down 1.9% during 2023, from $234M to $230M. Reported net income was -$6M.
How have Dakota Supply Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dakota Supply Group, Inc.'s sponsor-wide assets declined 5.3%, from $291M to $275M.
Where does Dakota Supply Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Dakota Supply Group, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Dakota Supply Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is National Nail Corp. Employee Stock Ownership Plan in MI ($230M, 172 participants).
Which ESOP plans cover a similar participant headcount to Dakota Supply Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is 20/20 Plumbing and Heating, Inc. ESOP in CA (766 participants, $41M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 450421041.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.