ESOP · DOL Form 5500 · 2023

Polaris Inc. ESOP

Data updated 2026-08-25

$293M
Total assets Near avg plan size
8,758
Participants Very large workforce
96th
Percentile by assets National rank
$33,469
Avg per participant Low balance/head
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Official DOL plan name: Polaris Inc. Employee Stock Ownership Plan · Sponsored by Polaris Inc. · Minnesota · Manufacturing

$293M in assets, 8,758 participants

Polaris Inc.'s Polaris Inc. Employee Stock Ownership Plan reported $293M in total assets and 8,758 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,548 in Manufacturing (18,722 peers)

Coverage in Minnesota

Polaris Inc. Employee Stock Ownership Plan covers 8,758 participants in Minnesota, 7.8x the typical Minnesota plan (state average ~1,126 per filing). Assets: $293M.

#17,548
in Manufacturing (18,722 peers)
-6.4%
assets change YoY
2.9×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$293,122,497 Top 4% higher than 96% 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

Polaris Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Polaris Inc. Employee Stock Ownership Plan lands in the large band (8,758 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Polaris Inc. Employee Stock Ownership Plan reported net income rose from -$27M in the plan year 2022 filing to -$14M in the plan year 2023 filing.
  • Polaris Inc. Employee Stock Ownership Plan reported participants rose from 7,981 in the plan year 2022 filing to 8,758 in the plan year 2023 filing.
  • Polaris Inc. Employee Stock Ownership Plan end-of-year assets fell from $313M in the plan year 2022 filing to $293M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411790959 · Polaris Inc. PY 2023 · ESOP

Polaris Inc. Employee Stock Ownership Plan · $293M · 8,758 · 96th

  • BOY $293M
  • BOY 8,758
  • BOY 96th
  • BOY ESOP
  • BOY near Harcros Chemicals, Inc. Employee Stock Ownership Plan
  • BOY ind #17548

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 Minnesota →

Polaris Inc. Employee Stock Ownership Plan in the asset neighbourhood

Conair LLC Savings and Investment PlanConair LLC Savings and Inves…$301MGriffon Corporation Employee Stock Ownership PlanGriffon Corporation Employee…$299MHarcros Chemicals, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Empl…$296MPolaris Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock …$293MD & H Employee Stock Ownership PlanD & H Employee Stock Ownersh…$289M
End-of-year total assets ($M) among Polaris Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$313M
Net Assets (End of Year)$293M
Net Income-$14M
Employer EIN411790959
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Polaris Inc.)

Sponsor-wide plan assets over time

All Polaris Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$183M 41.5428574068044% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $313M $183M ▼ -41.5%
Year Plans Participants Total Assets
2022 1 7,981 $313M
2023 1 8,758 $293M
2024 1 9,360 $183M

Nearby ESOP Plans in Minnesota

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

Polaris Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 2004006008001000 Total assets ($M) Participants Polaris Inc. Employee Stock Ownership Plan, Total assets ($M): 293.122497 · Participants: 8758Polaris Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Polaris Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Polaris Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Polaris Inc. Employee Stock Ownership Plan

Polaris Inc. Employee Stock Ownership Plan reports $293M in end-of-year assets across 8,758 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $33,469 per participant (24% of the national average assets-per-participant) . Net income for plan year 2023 was -$14M.

This plan identity (EIN 411790959, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $313M to $183M (-41.5%) while covered participants moved from 7,981 to 9,360 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,981 $313M Open filing
2023 8,758 $293M This page
2024 · index core 9,360 $183M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside Minnesota, the nearest ESOP by assets is Harcros Chemicals, Inc. Employee Stock Ownership Plan in KS ($296M); by covered participants it is Burns & Mcdonnell, Inc. Employee Stock Ownership Plan in MO (8,553 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($293M here).

Similar participant headcount

Nearest other-state filings by covered participants (8,758 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 Polaris Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Polaris Inc. Employee Stock Ownership Plan pulled back noticeably - down 6.4% during 2023, from $313M to $293M. Reported net income was -$14M.
How have Polaris Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Polaris Inc.'s sponsor-wide assets declined 41.5%, from $313M to $183M.
Where does Polaris Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Polaris Inc. Employee Stock Ownership Plan ranks in the 96th 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 Polaris Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Harcros Chemicals, Inc. Employee Stock Ownership Plan in KS ($296M, 549 participants).
Which ESOP plans cover a similar participant headcount to Polaris Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Burns & Mcdonnell, Inc. Employee Stock Ownership Plan in MO (8,553 participants, $4.7B 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 411790959.

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.