ESOP · DOL Form 5500 · 2023
Fluidyne Engineering Corporation Phoenix Solutions Company ESOP
Data updated 2026-08-25
- $775K
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $55,388
- Avg per participant Low balance/head
Official DOL plan name: Fluidyne Engineering Corporation Employee Stock Ownership Plan · Sponsored by Fluidyne Engineering Corporation Phoenix Solutions Company · Minnesota · Professional & Technical Services
$775K in assets, 14 participants
Fluidyne Engineering Corporation Phoenix Solutions Company's Fluidyne Engineering Corporation Employee Stock Ownership Plan reported $775K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,360 in Professional & Technical Services (20,321 peers)
Fluidyne Engineering Corporation Phoenix Solutions Company multi-year trail
Fluidyne Engineering Corporation Phoenix Solutions Company's plans moved +211.7% in assets from 2022 to 2024; this filing shows Fluidyne Engineering Corporation Employee Stock Ownership Plan at $775K / 14 participants.
- #3,360
- in Professional & Technical Services (20,321 peers)
- +527.6%
- assets growth YoY
Fluidyne Engineering Corporation Employee Stock Ownership Plan among the smaller filed plans by assets
Fluidyne Engineering Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$775,433 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fluidyne Engineering Corporation Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fluidyne Engineering Corporation Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fluidyne Engineering Corporation Employee Stock Ownership Plan reported net income rose from $7K in the plan year 2022 filing to $652K in the plan year 2023 filing.
- Fluidyne Engineering Corporation Employee Stock Ownership Plan end-of-year assets rose from $124K in the plan year 2022 filing to $775K in the plan year 2023 filing.
DOL schedule card
Filing strip 410724317 · Fluidyne Engineering Corporation Phoenix Solutions Company PY 2023 · ESOP
Fluidyne Engineering Corporation Employee Stock Ownership Plan · $775K · 14 · 22nd
- SCH $775K
- EBSA 14
- PART 22nd
- TYPE ESOP
- NET near Markle Manufacturing Company of San Antonio, Inc. Employee Stock Ownership Plan
- BOOK ind #3360
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 →
Fluidyne Engineering Corporation Employee Stock Ownership Plan in the asset neighbourhood
Fluidyne Engineering Corporation Phoenix Solutions Company multi-year asset trail
Sponsor-wide plan assets over time
All Fluidyne Engineering Corporation Phoenix Solutions Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $385K 211.71466498308322% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $124K |
| 2023 | 1 | 14 | $775K |
| 2024 | 1 | 16 | $385K |
Fluidyne Engineering Corporation Phoenix Solutions Company filing trail (2023)
| Total Assets (Beginning of Year) | $124K |
|---|---|
| Net Assets (End of Year) | $775K |
| Net Income | $652K |
| Employer EIN | 410724317 |
| Plan Effective Date | 1979-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $899M · 11,644
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $498M · 789
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $432M · 446
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $432M · 4,575
- Force America Inc. Employee Stock Ownership Plan $427M · 412
Fluidyne Engineering Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Markle Manufacturing Company of San Antonio, Inc. Employee Stock Ownership Plan in TX ($776K); by covered participants it is Eureka Homestead ESOP in LA (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($775K here).
- Markle Manufacturing Company of San Antonio, Inc. Employee Stock Ownership Plan (TX) $776K · 19
- Campbell Construction Jc, Inc. Employee Stock Ownership Plan (WI) $773K · 55
- Irwin Broh & Associates, Inc. Employee Stock Ownership Plan and Trust (IL) $773K · 13
- The Great Lakes Brewing Co. Employee Stock Ownership Plan (OH) $779K · 177
Similar participant headcount
Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.
- Eureka Homestead ESOP (LA) 14 · 0 off
- Bridge Community Bank ESOP (IA) 14 · 0 off
- Sallop Insurance Employee Stock Ownership Plan (MA) 14 · 0 off
- Iti Manufacturing, Inc. Employee Stock Ownership Plan (TX) 14 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.