ESOP · DOL Form 5500 · 2024

Entrepreneurs Financial Services, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
29th
Percentile by assets National rank
$153,653
Avg per participant Above avg balance/head
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Official DOL plan name: Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Entrepreneurs Financial Services, Inc. · Minnesota · Finance & Insurance

$2M in assets, 12 participants

Entrepreneurs Financial Services, Inc.'s Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,520 in Finance & Insurance (8,549 peers)

Entrepreneurs Financial Services, Inc. multi-year trail

Entrepreneurs Financial Services, Inc.'s plans moved +60.4% in assets from 2022 to 2024; this filing shows Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust at $2M / 12 participants.

#1,520
in Finance & Insurance (8,549 peers)
+24.5%
assets growth YoY

Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,843,832 29th percentile higher than 29% 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

Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 6 in the plan year 2023 filing to 12 in the plan year 2024 filing.
  • Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $332K in the plan year 2023 filing to $362K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 861342298 · Entrepreneurs Financial Services, Inc. PY 2024 · ESOP

Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust · $2M · 12 · 29th

  • TYPE $2M
  • NET 12
  • BOOK 29th
  • VS-ST ESOP
  • BOY near Dunbar & Brawn Construction, Inc. Employee Stock Ownership Plan
  • SCH ind #1520

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 →

Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Ela Group, Inc. Employee Stock Ownership PlanEla Group, Inc. Employee Sto…$2MBerardi + Partners Employee Stock Ownership PlanBerardi + Partners Employee …$2MEntrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and TrustEntrepreneurs Financial Serv…$2MDunbar & Brawn Construction, Inc. Employee Stock Ownership PlanDunbar & Brawn Construction,…$2MNextday Delivery Service, Inc. Employee Stock Ownership PlanNextday Delivery Service, In…$2M
End-of-year total assets ($M) among Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Entrepreneurs Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Entrepreneurs Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 60.391934786560995% vs 2022
2024 filing year
$1M$1.5M$2M 202220232024 $1.15M $1.84M ▲ +60.0%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 6 $1M
2024 1 12 $2M

Entrepreneurs Financial Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$362K
Employer EIN861342298
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 1.843832 · Participants: 12Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and TrustAndersen 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
Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Dunbar & Brawn Construction, Inc. Employee Stock Ownership Plan in ME ($2M); by covered participants it is Valdez Construction, Inc. Employee Stock Ownership Plan in WA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 24.5% during 2024, from $1M to $2M. Reported net income was $362K.
How have Entrepreneurs Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Entrepreneurs Financial Services, Inc.'s sponsor-wide assets grew 60.4%, from $1M to $2M.
Which ESOP plans are similar in size to Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Dunbar & Brawn Construction, Inc. Employee Stock Ownership Plan in ME ($2M, 47 participants).
Which ESOP plans cover a similar participant headcount to Entrepreneurs Financial Services, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Valdez Construction, Inc. Employee Stock Ownership Plan in WA (12 participants, $481K 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 861342298.

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.