ESOP · DOL Form 5500 · 2023

Interstate Engineering, Inc. ESOP

Data updated 2026-08-11

$45M
Total assets
143
Participants
84th
Percentile by assets
$315,593
Avg per participant
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Official DOL plan name: I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Interstate Engineering, Inc. · North Dakota · Professional & Technical Services

$45M in assets, 143 participants

Interstate Engineering, Inc.'s I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust reported $45M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 127,072 plans)
  • #17,352 in Professional & Technical Services (20,321 peers)

Coverage in North Dakota

I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust covers 143 participants in North Dakota, about 28% of the average North Dakota filer (state average ~504 per filing). Assets: $45M.

$45M
total plan assets (2023 EOY)
143
covered participants
84th
percentile by assets (of 127,072 plans)
$315,593
avg assets per participant

Where I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust sits by total assets

I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$45,129,775 Top 16% higher than 84% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 134 in the plan year 2022 filing to 143 in the plan year 2023 filing.
  • I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $43M in the plan year 2022 filing to $45M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs North Dakota filers

In North Dakota, the average filing covers about 504 participants across 359 plans. I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust reports 143 participants - about 28% of that state average ($45M EOY assets).

North Dakota filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$41M
Net Income$2M
Employer EIN450333441
Plan Effective Date2000-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Interstate Engineering, Inc.)

$55M$60M$65M$70M 202220232024 $60.3M $68.8M ▲ +14.2%
Total plan assets by year, all Interstate Engineering, Inc. plans on file
Year Plans Participants Total Assets
2022 2 285 $60M
2023 2 300 $65M
2024 2 318 $69M

Nearby ESOP Plans in North Dakota

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

I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants I.E. Holding Company…, Total assets ($B): 0.045129775 · Participants: 143I.E. Holding Company…Border States Indust…, Total assets ($B): 1.176759361 · Participants: 2973Border States Indust…Scheels Employee Sto…, Total assets ($B): 0.837710398 · Participants: 4597Scheels Employee Sto…Dakota Supply Group,…, Total assets ($B): 0.229795263 · Participants: 767Dakota Supply Group,…Ulteig, Inc. Employe…, Total assets ($B): 0.158672448 · Participants: 901Ulteig, Inc. Employe…Frontier Precision, …, Total assets ($B): 0.086685795 · Participants: 90Frontier Precision, …
I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Dakota, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust assets move in 2023?
I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 3.9% during 2023, from $43M to $45M. Reported net income was $2M.
How have Interstate Engineering, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Interstate Engineering, Inc.'s sponsor-wide assets grew 14.2%, from $60M to $69M.
Where does I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers?
I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is C&k Market, Inc. Employee Stock Ownership Plan in OR ($45M, 1,066 participants).

Next read for I.E. Holding Company, Inc. Employee Stoc…

Filing takeaways

Ways to act on I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust's numbers.