ESOP · DOL Form 5500 · 2023

Ulteig, Inc. ESOP

Data updated 2026-08-25

$159M
Total assets Near avg plan size
901
Participants Near avg headcount
94th
Percentile by assets National rank
$176,107
Avg per participant Above avg balance/head
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Official DOL plan name: Ulteig, Inc. Employee Stock Ownership Plan · Sponsored by Ulteig, Inc. · North Dakota · Management of Enterprises

$159M in assets, 901 participants

Ulteig, Inc.'s Ulteig, Inc. Employee Stock Ownership Plan reported $159M in total assets and 901 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #921 in Management of Enterprises (1,137 peers)

Where Ulteig, Inc. Employee Stock Ownership Plan sits by assets

Ulteig, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $159M for 901 participants (~$176,107/participant), up 15.5% in 2023.

#921
in Management of Enterprises (1,137 peers)
+15.5%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Ulteig, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ulteig, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$158,672,448 Top 6% higher than 94% 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

Ulteig, 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. Ulteig, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (901 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ulteig, Inc. Employee Stock Ownership Plan reported participants rose from 778 in the plan year 2022 filing to 901 in the plan year 2023 filing.
  • Ulteig, Inc. Employee Stock Ownership Plan end-of-year assets rose from $137M in the plan year 2022 filing to $159M in the plan year 2023 filing.
  • Ulteig, Inc. Employee Stock Ownership Plan reported net income rose from $21M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 883415518 · Ulteig, Inc. PY 2023 · ESOP

Ulteig, Inc. Employee Stock Ownership Plan · $159M · 901 · 94th

  • VS-ST $159M
  • VS-ST 901
  • VS-ST 94th
  • VS-ST ESOP
  • VS-ST near Telapex, Inc. Employee Stock Ownership Plan
  • VS-ST ind #921

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 →

Ulteig, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lt Corporation & Affiliates Employee Stock Ownership PlanLt Corporation & Affiliates …$159MDcs Corporation Restated Employee Stock Ownership PlanDcs Corporation Restated Emp…$159MTelapex, Inc. Employee Stock Ownership PlanTelapex, Inc. Employee Stock…$159MUlteig, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock …$159MGridiron Employee Stock Ownership PlanGridiron Employee Stock Owne…$157M
End-of-year total assets ($M) among Ulteig, 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)$137M
Net Assets (End of Year)$159M
Net Income$21M
Employer EIN883415518
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulteig, Inc.)

Sponsor-wide plan assets over time

All Ulteig, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$193M 40.36044967755236% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $137M $193M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 778 $137M
2023 1 901 $159M
2024 1 1,117 $193M

Nearby ESOP Plans in North Dakota

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

Ulteig, 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 ($B) Participants Ulteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.158672448 · Participants: 901Ulteig, 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 PlanDakota Supply Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229795263 · Participants: 767Dakota Supply Group, Inc. Employee Stock Ownership PlanFrontier Precision, Inc Employee Stock Ownership Plan, Total assets ($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
Ulteig, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Ulteig, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Dakota, the nearest ESOP by assets is Telapex, Inc. Employee Stock Ownership Plan in MS ($159M); by covered participants it is Rli Corp. Employee Stock Ownership Plan in IL (900 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (901 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 Ulteig, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ulteig, Inc. Employee Stock Ownership Plan grew sharply - up 15.5% during 2023, from $137M to $159M. Reported net income was $21M.
How have Ulteig, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulteig, Inc.'s sponsor-wide assets grew 40.4%, from $137M to $193M.
Where does Ulteig, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ulteig, Inc. Employee Stock Ownership Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Ulteig, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Telapex, Inc. Employee Stock Ownership Plan in MS ($159M, 1,610 participants).
Which ESOP plans cover a similar participant headcount to Ulteig, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rli Corp. Employee Stock Ownership Plan in IL (900 participants, $337M 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 883415518.

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.