ESOP · DOL Form 5500 · 2024

Ulland Brothers, Inc. ESOP

Data updated 2026-08-25

$118M
Total assets Near avg plan size
62
Participants Small participant base
92nd
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan · Sponsored by Ulland Brothers, Inc. · Minnesota · Construction

$118M in assets, 62 participants

Ulland Brothers, Inc.'s Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan reported $118M in total assets and 62 participants in its 2024 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.

  • #8,136 in Construction (9,039 peers)

Where Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan sits by assets

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $118M for 62 participants (~$1.9M/participant), up 28.8% in 2024.

#8,136
in Construction (9,039 peers)
+28.8%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan's outsized position by total assets

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$117,677,432 Top 8% higher than 92% of 123,620 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 2024

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan reported net income rose from $16M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan end-of-year assets rose from $91M in the plan year 2023 filing to $118M in the plan year 2024 filing.
  • Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan reported participants rose from 58 in the plan year 2023 filing to 62 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 410741712 · Ulland Brothers, Inc. PY 2024 · ESOP

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan · $118M · 62 · 92nd

  • VS-ST $118M
  • VS-ST 62
  • VS-ST 92nd
  • VS-ST ESOP
  • VS-ST near Peopletec, Inc. Employee Stock Ownership Plan
  • VS-ST ind #8136

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 →

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in the asset neighbourhood

Ccmsi Holdings, Inc. Employee Stock Ownership PlanCcmsi Holdings, Inc. Employe…$119MPeopletec, Inc. Employee Stock Ownership PlanPeopletec, Inc. Employee Sto…$118MUlland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership PlanUlland Brothers, Inc. 2012 A…$118MSierra Pacific Engineering & Products Employee Stock Ownership PlanSierra Pacific Engineering &…$117MAbt Associates Inc. Employees Stock Ownership PlanAbt Associates Inc. Employee…$117M
End-of-year total assets ($M) among Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$113M
Net Income$26M
Employer EIN410741712
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulland Brothers, Inc.)

Sponsor-wide plan assets over time

All Ulland Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$118M 55.7742655615242% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $75.5M $118M ▲ +55.8%
Year Plans Participants Total Assets
2022 1 53 $76M
2023 1 58 $91M
2024 1 62 $118M

Nearby ESOP Plans in Minnesota

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

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 020040060080010001200 Total assets ($M) Participants Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 117.677432 · Participants: 62Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan side-by-side with 3 peers →

Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Peopletec, Inc. Employee Stock Ownership Plan in AL ($118M); by covered participants it is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan assets move in 2024? ▼
Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan grew sharply - up 28.8% during 2024, from $91M to $118M. Reported net income was $26M.
How have Ulland Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulland Brothers, Inc.'s sponsor-wide assets grew 55.8%, from $76M to $118M.
Where does Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Peopletec, Inc. Employee Stock Ownership Plan in AL ($118M, 562 participants).
Which ESOP plans cover a similar participant headcount to Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410741712.

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.