ESOP · DOL Form 5500 · 2023

Ehlers and Associates, Inc. ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
80
Participants Small participant base
78th
Percentile by assets National rank
$345,020
Avg per participant High balance/head
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Official DOL plan name: Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Ehlers and Associates, Inc. · Minnesota · Finance & Insurance

$28M in assets, 80 participants

Ehlers and Associates, Inc.'s Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust reported $28M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,893 in Finance & Insurance (8,869 peers)

Where Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust sits by assets

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $28M for 80 participants (~$345,020/participant), up 22.1% in 2023.

#5,893
in Finance & Insurance (8,869 peers)
+22.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$27,601,584 Top 22% higher than 78% 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

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$134K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 78 in the plan year 2022 filing to 80 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410837545 · Ehlers and Associates, Inc. PY 2023 · ESOP

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust · $28M · 80 · 78th

  • VS-ST $28M
  • VS-ST 80
  • VS-ST 78th
  • VS-ST ESOP
  • VS-ST near Steel Encounters, Inc. Employee Stock Ownership Plan
  • VS-ST ind #5893

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 →

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Midwest Mole, Inc. Employee Stock Ownership Plan and Trust AgreementMidwest Mole, Inc. Employee …$28MVroman Systems, Inc. Employee Stock Ownership Plan and TrustVroman Systems, Inc. Employe…$28MSteel Encounters, Inc. Employee Stock Ownership PlanSteel Encounters, Inc. Emplo…$28MEhlers and Associates, Inc. Employee Stock Ownership Plan and TrustEhlers and Associates, Inc. …$28MAvalon Flooring Employee Stock Ownership PlanAvalon Flooring Employee Sto…$28M
End-of-year total assets ($M) among Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN410837545
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ehlers and Associates, Inc.)

Sponsor-wide plan assets over time

All Ehlers and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 40.09245476760939% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.6M $31.7M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 78 $23M
2023 1 80 $28M
2024 1 83 $32M

Nearby ESOP Plans in Minnesota

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

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 27.601584 · Participants: 80Ehlers and Associates, Inc. Employee Stock Ownership Plan and TrustAndersen 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
Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Steel Encounters, Inc. Employee Stock Ownership Plan in UT ($28M); by covered participants it is Lenoir Mirror Company Employee Stock Ownership Plan in NC (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 22.1% during 2023, from $23M to $28M. Reported net income was $5M.
How have Ehlers and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ehlers and Associates, Inc.'s sponsor-wide assets grew 40.1%, from $23M to $32M.
Where does Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust ranks in the 78th 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 Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Steel Encounters, Inc. Employee Stock Ownership Plan in UT ($28M, 222 participants).
Which ESOP plans cover a similar participant headcount to Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Lenoir Mirror Company Employee Stock Ownership Plan in NC (80 participants, $330K 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 410837545.

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.