ESOP · DOL Form 5500 · 2024

Andersen Corporation ESOP

Data updated 2026-08-25

$963M
Total assets Above avg plan size
12,104
Participants Very large workforce
98th
Percentile by assets National rank
$79,535
Avg per participant Below avg balance/head
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Official DOL plan name: Andersen Corporation Employee Stock Ownership Plan · Sponsored by Andersen Corporation · Minnesota · Manufacturing

$963M in assets, 12,104 participants

Andersen Corporation's Andersen Corporation Employee Stock Ownership Plan reported $963M in total assets and 12,104 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,293 in Manufacturing (17,777 peers)

Coverage in Minnesota

Andersen Corporation Employee Stock Ownership Plan covers 12,104 participants in Minnesota, 11x the typical Minnesota plan (state average ~1,126 per filing). Assets: $963M.

#17,293
in Manufacturing (17,777 peers)
+7.1%
assets growth YoY
9.7×
vs typical plan assets (national mean)

Andersen Corporation Employee Stock Ownership Plan's outsized position by total assets

Andersen Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$962,686,911 Top 2% higher than 98% 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

Andersen Corporation Employee Stock Ownership Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Andersen Corporation Employee Stock Ownership Plan is a mega filing (12,104 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Andersen Corporation Employee Stock Ownership Plan reported net income fell from $249M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Andersen Corporation Employee Stock Ownership Plan end-of-year assets rose from $899M in the plan year 2023 filing to $963M in the plan year 2024 filing.
  • Andersen Corporation Employee Stock Ownership Plan reported participants rose from 11,644 in the plan year 2023 filing to 12,104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 410123208 · Andersen Corporation PY 2024 · ESOP

Andersen Corporation Employee Stock Ownership Plan · $963M · 12,104 · 98th

  • RANK $963M
  • RANK 12,104
  • RANK 98th
  • RANK ESOP
  • RANK near Scheels Employee Stock Ownership Plan
  • RANK ind #17293

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 →

Andersen Corporation Employee Stock Ownership Plan in the asset neighbourhood

Highland Homes Employee Stock Ownership PlanHighland Homes Employee Stoc…$983MScheels Employee Stock Ownership PlanScheels Employee Stock Owner…$963MAndersen Corporation Employee Stock Ownership PlanAndersen Corporation Employe…$963MThe Kendall Group Employee Stock Ownership PlanThe Kendall Group Employee S…$900MStewart's Shops Corp Employee Stock Ownership PlanStewart's Shops Corp Employe…$897M
End-of-year total assets ($M) among Andersen Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$899M
Net Assets (End of Year)$950M
Net Income$63M
Employer EIN410123208
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Andersen Corporation)

Sponsor-wide plan assets over time

All Andersen Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3.2B 25.87036995396942% vs 2022
2024 filing year
$2.4B$2.6B$2.8B$3B$3.2B$3.4B 202220232024 $2.56B $3.22B ▲ +25.8%
Year Plans Participants Total Assets
2022 4 22,011 $2.6B
2023 4 25,560 $3.1B
2024 4 26,820 $3.2B

Nearby ESOP Plans in Minnesota

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

Andersen Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 2004006008001000 Total assets ($M) Participants Andersen Corporation Employee Stock Ownership Plan, Total assets ($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 PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 424.317589 · Participants: 4375Hormel Foods Corporation Joint Earnings Profit Sharing Trust
Andersen Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Andersen Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Andersen Corporation Employee Stock Ownership Plan

Andersen Corporation Employee Stock Ownership Plan reports $963M in end-of-year assets across 12,104 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $79,535 per participant (58% of the national average assets-per-participant) . Net income for plan year 2024 was $63M.

This plan identity (EIN 410123208, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $647M to $963M (+48.9%) while covered participants moved from 9,416 to 12,104 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,416 $647M Open filing
2023 11,644 $899M Open filing
2024 · index core 12,104 $963M This page

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Andersen Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Scheels Employee Stock Ownership Plan in ND ($963M); by covered participants it is Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan in OK (11,991 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($963M here).

Similar participant headcount

Nearest other-state filings by covered participants (12,104 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 Andersen Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Andersen Corporation Employee Stock Ownership Plan grew at a solid clip - up 7.1% during 2024, from $899M to $963M. Reported net income was $63M.
How have Andersen Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andersen Corporation's sponsor-wide assets grew 25.9%, from $2.6B to $3.2B.
Where does Andersen Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Andersen Corporation Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Andersen Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Scheels Employee Stock Ownership Plan in ND ($963M, 5,157 participants).
Which ESOP plans cover a similar participant headcount to Andersen Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan in OK (11,991 participants, $47M 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 410123208.

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.