ESOP · DOL Form 5500 · 2024

Polaris Inc. ESOP

Data updated 2026-07-24

$183M
Total assets: 9,360
Participants: 94th
Percentile by assets: $19,551
Avg per participant

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.

94th percentile by assets (of 116,472 plans)

Coverage in Minnesota

Polaris Inc. Employee Stock Ownership Plan covers 9,360 participants in Minnesota, 8.1x the typical Minnesota plan (state average ~1,161 per filing). Assets: $183M.

$183M
total plan assets (2024 EOY): 9,360
covered participants: 94th
percentile by assets (of 116,472 plans): $19,551
avg assets per participant

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 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 →

State

Minnesota

Industry

Manufacturing

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Polaris Inc. Employee Stock Ownership Plan reports 9,360 participants - 8.1x that state average ($183M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)	$293M
Net Assets (End of Year)	$183M
Net Income	-$108M
Employer EIN	411790959
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Polaris Inc.)

Total plan assets by year, all Polaris Inc. plans on file

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

Andersen Corporation Employee Stock Ownership Plan $963M · 12,104
Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $594M · 490
Kingdom Enterprises, Inc. Employee Stock Ownership Plan $594M · 782
Ablenet, Inc. Employee Stock Ownership Plan $460M · 134
Hormel Foods Corporation Joint Earnings Profit Sharing Trust $424M · 4,375

Compare Polaris Inc. Employee Stock Ownership Pl… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Polaris Inc. Employee Stock Ownership Plan by total assets, not by location.

David Clark Employee Stock Ownership Plan (MA) $183M · 236
Team Horner Employee Stock Ownership Plan (FL) $184M · 447
Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust (NC) $184M · 1,396
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries (AL) $182M · 958

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 116,472 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).

Next read for Polaris Inc. Employee Stock Ownership Pl…

Filing takeaways

Ways to act on Polaris Inc. Employee Stock Ownership Plan's numbers.

By total assets, Polaris Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
Polaris Inc.'s sponsor-wide assets have declined 41.5% since 2022 across 3 plan years on file. More Manufacturing plans

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.