ESOP · DOL Form 5500 · 2024

Polaris Inc. ESOP

Data updated 2026-08-25

$183M
Total assets Near avg plan size
9,360
Participants Very large workforce
94th
Percentile by assets National rank
$19,551
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

$183M in assets, 9,360 participants

Polaris Inc.'s Polaris Inc. Employee Stock Ownership Plan reported $183M in total assets and 9,360 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,134 in Manufacturing (17,777 peers)

Coverage in Minnesota

Polaris Inc. Employee Stock Ownership Plan covers 9,360 participants in Minnesota, 8.3x the typical Minnesota plan (state average ~1,126 per filing). Assets: $183M.

#16,134
in Manufacturing (17,777 peers)
-37.6%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $108M 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 2024 · DOL Form 5500

$182,999,823 Top 6% higher than 94% 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

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

Plan-year 2024 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 (9,360 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Polaris Inc. Employee Stock Ownership Plan reported net income fell from -$14M in the plan year 2023 filing to -$108M in the plan year 2024 filing.
  • Polaris Inc. Employee Stock Ownership Plan end-of-year assets fell from $293M in the plan year 2023 filing to $183M in the plan year 2024 filing.
  • Polaris Inc. Employee Stock Ownership Plan reported participants rose from 8,758 in the plan year 2023 filing to 9,360 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 411790959 · Polaris Inc. PY 2024 · ESOP

Polaris Inc. Employee Stock Ownership Plan · $183M · 9,360 · 94th

  • EOY $183M
  • EOY 9,360
  • EOY 94th
  • EOY ESOP
  • EOY near David Clark Employee Stock Ownership Plan
  • EOY ind #16134

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

Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustColumbia Forest Products, In…$184MTeam Horner Employee Stock Ownership PlanTeam Horner Employee Stock O…$184MPolaris Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock …$183MDavid Clark Employee Stock Ownership PlanDavid Clark Employee Stock O…$183MEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and SubsidiariesEmployee Stock Ownership Pla…$182M
End-of-year total assets ($M) among Polaris Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$293M
Net Assets (End of Year)$183M
Net Income-$108M
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 020040060080010001200 Total assets ($M) Participants Polaris Inc. Employee Stock Ownership Plan, Total assets ($M): 182.999823 · Participants: 9360Polaris Inc. 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
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 $183M in end-of-year assets across 9,360 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $19,551 per participant (14% of the national average assets-per-participant) . Net income for plan year 2024 was -$108M.

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 Open filing
2024 · index core 9,360 $183M This page

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

Outside Minnesota, the nearest ESOP by assets is David Clark Employee Stock Ownership Plan in MA ($183M); by covered participants it is Bdo USA Employee Stock Ownership Plan in IL (9,258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,360 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 Polaris Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Polaris Inc. Employee Stock Ownership Plan contracted severely - down 37.6% during 2024, from $293M to $183M. Reported net income was -$108M.
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 94th 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 Polaris Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is David Clark Employee Stock Ownership Plan in MA ($183M, 236 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 Bdo USA Employee Stock Ownership Plan in IL (9,258 participants, $1.1B 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 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.