ESOP · DOL Form 5500 · 2024

Nusource Holdings, Inc Employee Stock Ownership Plan ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
102
Participants Small participant base
63rd
Percentile by assets National rank
$136,569
Avg per participant Near avg balance/head
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Official DOL plan name: Nusource Holdings, Inc Employee Stock Ownership Plan · Sponsored by Nusource Holdings, Inc Employee Stock Ownership Plan · Minnesota · Retail Trade

$14M in assets, 102 participants

Nusource Holdings, Inc Employee Stock Ownership Plan's Nusource Holdings, Inc Employee Stock Ownership Plan reported $14M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #5,942 in Retail Trade (8,048 peers)

Coverage in Minnesota

Nusource Holdings, Inc Employee Stock Ownership Plan covers 102 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $14M.

#5,942
in Retail Trade (8,048 peers)
+193.3%
assets growth YoY

Nusource Holdings, Inc Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Nusource Holdings, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$13,930,000 Top 37% higher than 63% 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

Nusource Holdings, Inc Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nusource Holdings, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nusource Holdings, Inc Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Nusource Holdings, Inc Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Nusource Holdings, Inc Employee Stock Ownership Plan reported participants rose from 94 in the plan year 2023 filing to 102 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 861283844 · Nusource Holdings, Inc Employee Stock Ownership Plan PY 2024 · ESOP

Nusource Holdings, Inc Employee Stock Ownership Plan · $14M · 102 · 63rd

  • NET $14M
  • NET 102
  • NET 63rd
  • NET ESOP
  • NET near Ubt Bancshares, Inc. Employee Stock Ownership Plan
  • NET ind #5942

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 →

Nusource Holdings, Inc Employee Stock Ownership Plan in the asset neighbourhood

Albion General Contractors, Inc. Employee Stock OwnershipAlbion General Contractors, …$14MA-1 Global Holdings ESOP Plan and TrustA-1 Global Holdings ESOP Pla…$14MUbt Bancshares, Inc. Employee Stock Ownership PlanUbt Bancshares, Inc. Employe…$14MNusource Holdings, Inc Employee Stock Ownership PlanNusource Holdings, Inc Emplo…$14MIvs Group, Inc. & Affiliates Employee Stock Ownership PlanIvs Group, Inc. & Affiliates…$14M
End-of-year total assets ($M) among Nusource Holdings, 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)$5M
Net Assets (End of Year)$14M
Net Income$9M
Employer EIN861283844
Plan Effective Date2021-01-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Nusource Holdings, Inc Employee Stock Ownership Plan)

Sponsor-wide plan assets over time

All Nusource Holdings, Inc Employee Stock Ownership Plan plans reported in each filing year

Latest sponsor-wide plan assets
$14M 770.625% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $1.6M $13.9M ▲ +770.6%
Year Plans Participants Total Assets
2022 1 88 $2M
2023 1 94 $5M
2024 1 102 $14M

Nearby ESOP Plans in Minnesota

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

Nusource Holdings, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Nusource Holdings, Inc Employee Stock Ownership Plan, Total assets ($M): 13.93 · Participants: 102Nusource Holdings, 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
Nusource Holdings, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Nusource Holdings, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Nusource Holdings, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Ubt Bancshares, Inc. Employee Stock Ownership Plan in KS ($14M); by covered participants it is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Nusource Holdings, Inc Employee Stock Ownership Plan assets move in 2024? ▼
Nusource Holdings, Inc Employee Stock Ownership Plan surged - up 193.3% during 2024, from $5M to $14M. Reported net income was $9M.
How have Nusource Holdings, Inc Employee Stock Ownership Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nusource Holdings, Inc Employee Stock Ownership Plan's sponsor-wide assets grew 770.6%, from $2M to $14M.
Which ESOP plans are similar in size to Nusource Holdings, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ubt Bancshares, Inc. Employee Stock Ownership Plan in KS ($14M, 82 participants).
Which ESOP plans cover a similar participant headcount to Nusource Holdings, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI (102 participants, $25M 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 861283844.

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.