ESOP · DOL Form 5500 · 2023

Sletten, Inc. ESOP

Data updated 2026-08-25

$72M
Total assets Below avg plan size
303
Participants Below avg headcount
89th
Percentile by assets National rank
$237,363
Avg per participant Above avg balance/head
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Official DOL plan name: Sletten, Inc. Employee Stock Ownership Plan · Sponsored by Sletten, Inc. · Montana · Construction

$72M in assets, 303 participants

Sletten, Inc.'s Sletten, Inc. Employee Stock Ownership Plan reported $72M in total assets and 303 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,843 in Construction (9,030 peers)

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

Sletten, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $72M for 303 participants (~$237,363/participant), up 11.2% in 2023.

#7,843
in Construction (9,030 peers)
+11.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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

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

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

$71,920,975 Top 11% higher than 89% 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

Sletten, 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. Sletten, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (303 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sletten, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sletten, Inc. Employee Stock Ownership Plan end-of-year assets rose from $65M in the plan year 2022 filing to $72M in the plan year 2023 filing.
  • Sletten, Inc. Employee Stock Ownership Plan reported participants fell from 318 in the plan year 2022 filing to 303 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 810418015 · Sletten, Inc. PY 2023 · ESOP

Sletten, Inc. Employee Stock Ownership Plan · $72M · 303 · 89th

  • VS-ST $72M
  • VS-ST 303
  • VS-ST 89th
  • VS-ST ESOP
  • VS-ST near American Pacific Mortgage Corporation Employee Stock Ownership Plan
  • VS-ST ind #7843

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 Montana →

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

Csc Employee Stock Ownership PlanCsc Employee Stock Ownership…$72MSletten, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock…$72MAmerican Pacific Mortgage Corporation Employee Stock Ownership PlanAmerican Pacific Mortgage Co…$72MCornerstone Government Affairs, Inc. Employee Stock Ownership PlanCornerstone Government Affai…$72MDustrol, Inc. Employees' Stock Ownership PlanDustrol, Inc. Employees' Sto…$72M
End-of-year total assets ($M) among Sletten, 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)$65M
Net Assets (End of Year)$72M
Net Income$7M
Employer EIN810418015
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sletten, Inc.)

Sponsor-wide plan assets over time

All Sletten, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 31.551769514500144% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $81.5M $107M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 611 $82M
2023 2 601 $92M
2024 2 719 $107M

Nearby ESOP Plans in Montana

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

Sletten, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants Sletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.920975 · Participants: 303Sletten, Inc. Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP, Total assets ($M): 441.768786 · Participants: 824Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOPD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 149.547346 · Participants: 1474D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 81.207033 · Participants: 720Electrical Consultants, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 73.232679 · Participants: 278Morrison-Maierle, Inc. Employee Stock Ownership PlanOftedal Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 38.503363 · Participants: 80Oftedal Construction, Inc. Employee Stock Ownership Plan
Sletten, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
Compare Sletten, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Montana, the nearest ESOP by assets is American Pacific Mortgage Corporation Employee Stock Ownership Plan in CA ($72M); by covered participants it is Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan in WI (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (303 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 Sletten, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sletten, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.2% during 2023, from $65M to $72M. Reported net income was $7M.
How have Sletten, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sletten, Inc.'s sponsor-wide assets grew 31.6%, from $82M to $107M.
Where does Sletten, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sletten, Inc. Employee Stock Ownership Plan ranks in the 89th 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 Sletten, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is American Pacific Mortgage Corporation Employee Stock Ownership Plan in CA ($72M, 1,660 participants).
Which ESOP plans cover a similar participant headcount to Sletten, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan in WI (304 participants, $27M 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 810418015.

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.