ESOP · DOL Form 5500 · 2023
Ulteig, Inc. ESOP
Data updated 2026-08-11
- $159M
- Total assets
- 901
- Participants
- 94th
- Percentile by assets
- $176,107
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $159M
- total plan assets (2023 EOY)
- 901
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $176,107
- avg assets per participant
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.
Ulteig, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Ulteig, Inc. Employee Stock Ownership Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $159M |
| Net Income | $21M |
| Employer EIN | 883415518 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ulteig, Inc.)
| 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
- Border States Industries, Inc. Employee Stock Ownership Plan $1.2B · 2,973
- Scheels Employee Stock Ownership Plan $838M · 4,597
- Dakota Supply Group, Inc. Employee Stock Ownership Plan $230M · 767
- Frontier Precision, Inc Employee Stock Ownership Plan $87M · 90
- Klj Solutions Co Employee Stock Ownership Plan $85M · 461
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ulteig, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Telapex, Inc. Employee Stock Ownership Plan (MS) $159M · 1,610
- Dcs Corporation Restated Employee Stock Ownership Plan (VA) $159M · 1,932
- Lt Corporation & Affiliates Employee Stock Ownership Plan (MS) $159M · 399
- Gridiron Employee Stock Ownership Plan (TX) $157M · 226
Frequently Asked Questions
How did Ulteig, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
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Ways to act on Ulteig, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Ulteig, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in North Dakota. Compare plans
- Ulteig, Inc.'s sponsor-wide assets have grown 40.4% since 2022 across 3 plan years on file. More Management of Enterprises plans