ESOP · DOL Form 5500 · 2023

Short-Elliott-Hendrickson, Inc. ESOP

Data updated 2026-08-25

$110M
Total assets Near avg plan size
825
Participants Near avg headcount
92nd
Percentile by assets National rank
$133,406
Avg per participant Near avg balance/head
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Official DOL plan name: Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan · Sponsored by Short-Elliott-Hendrickson, Inc. · Minnesota · Professional & Technical Services

$110M in assets, 825 participants

Short-Elliott-Hendrickson, Inc.'s Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan reported $110M in total assets and 825 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,908 in Professional & Technical Services (20,321 peers)

Where Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan sits by assets

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $110M for 825 participants (~$133,406/participant), up 10.8% in 2023.

#18,908
in Professional & Technical Services (20,321 peers)
+10.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan's outsized position by total assets

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$110,060,182 Top 8% higher than 92% 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

Short-Elliott-Hendrickson, 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. Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (825 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan reported net income rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan end-of-year assets rose from $99M in the plan year 2022 filing to $110M in the plan year 2023 filing.
  • Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan reported participants rose from 764 in the plan year 2022 filing to 825 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411251208 · Short-Elliott-Hendrickson, Inc. PY 2023 · ESOP

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan · $110M · 825 · 92nd

  • ASSETS $110M
  • PCT 825
  • EIN 92nd
  • RANK ESOP
  • PHOTO near West Coast C & C Management,Inc. ESOP
  • IND ind #18908

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 →

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Suzanna's Kitchen , Inc., Employee Stock Ownership PlanSuzanna's Kitchen , Inc., Em…$111MAarete Employee Stock Ownership PlanAarete Employee Stock Owners…$111MWest Coast C & C Management,Inc. ESOPWest Coast C & C Management,…$110MShort-Elliott-Hendrickson, Inc. Employee Stock Ownership PlanShort-Elliott-Hendrickson, I…$110MThermoflex Corporation Employee Stock Ownership PlanThermoflex Corporation Emplo…$109M
End-of-year total assets ($M) among Short-Elliott-Hendrickson, 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)$99M
Net Assets (End of Year)$97M
Net Income$11M
Employer EIN411251208
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Short-Elliott-Hendrickson, Inc.)

Sponsor-wide plan assets over time

All Short-Elliott-Hendrickson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$350M 30.806141427991925% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $268M $350M ▲ +30.8%
Year Plans Participants Total Assets
2022 2 1,616 $268M
2023 2 1,723 $306M
2024 2 1,848 $350M

Nearby ESOP Plans in Minnesota

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

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 02004006008001000 Total assets ($M) Participants Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan, Total assets ($M): 110.060182 · Participants: 825Short-Elliott-Hendrickson, 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
Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is West Coast C & C Management,Inc. ESOP in CA ($110M); by covered participants it is Interstate Personnel Services, Inc. Employee Stock Ownership Plan in KY (826 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (825 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 Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.8% during 2023, from $99M to $110M. Reported net income was $11M.
How have Short-Elliott-Hendrickson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Short-Elliott-Hendrickson, Inc.'s sponsor-wide assets grew 30.8%, from $268M to $350M.
Where does Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is West Coast C & C Management,Inc. ESOP in CA ($110M, 1,732 participants).
Which ESOP plans cover a similar participant headcount to Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Interstate Personnel Services, Inc. Employee Stock Ownership Plan in KY (826 participants, $91M 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 411251208.

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.