ESOP · DOL Form 5500 · 2024

Bremer Financial Corporation ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
1,485
Participants Near avg headcount
66th
Percentile by assets National rank
$10,943
Avg per participant Low balance/head
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Official DOL plan name: Bremer Financial Corporation Employee Stock Ownership Plan · Sponsored by Bremer Financial Corporation · Minnesota · Finance & Insurance

$16M in assets, 1,485 participants

Bremer Financial Corporation's Bremer Financial Corporation Employee Stock Ownership Plan reported $16M in total assets and 1,485 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,307 in Finance & Insurance (8,549 peers)

Bremer Financial Corporation multi-year trail

Bremer Financial Corporation's plans moved +10.0% in assets from 2022 to 2024; this filing shows Bremer Financial Corporation Employee Stock Ownership Plan at $16M / 1,485 participants.

#4,307
in Finance & Insurance (8,549 peers)
-22.3%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bremer Financial Corporation Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Bremer Financial Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$16,250,362 Top 34% higher than 66% 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

Bremer Financial Corporation 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. Bremer Financial Corporation Employee Stock Ownership Plan lands in the large band (1,485 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bremer Financial Corporation Employee Stock Ownership Plan reported net income fell from -$4M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • Bremer Financial Corporation Employee Stock Ownership Plan end-of-year assets fell from $21M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410715583 · Bremer Financial Corporation PY 2024 · ESOP

Bremer Financial Corporation Employee Stock Ownership Plan · $16M · 1,485 · 66th

  • IND $16M
  • IND 1,485
  • IND 66th
  • IND ESOP
  • IND near Employee Stock Ownership Plan of Emory Wilson Process, Inc.
  • IND ind #4307

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 →

Bremer Financial Corporation Employee Stock Ownership Plan in the asset neighbourhood

R & H Mechanical, Inc. Employee Stock Ownership PlanR & H Mechanical, Inc. Emplo…$16MBremer Financial Corporation Employee Stock Ownership PlanBremer Financial Corporation…$16MEmployee Stock Ownership Plan of Emory Wilson Process, Inc.Employee Stock Ownership Pla…$16MB&d Concrete Employee Stock Ownership PlanB&d Concrete Employee Stock …$16MBridge Community Bank ESOP$16M
End-of-year total assets ($M) among Bremer Financial Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bremer Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Bremer Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$699M 10.018525119425716% vs 2022
2024 filing year
$620M$640M$660M$680M$700M$720M 202220232024 $635M $699M ▲ +10.0%
Year Plans Participants Total Assets
2022 3 4,468 $635M
2023 3 4,234 $692M
2024 3 4,217 $699M

Bremer Financial Corporation filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$16M
Net Income-$5M
Employer EIN410715583
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Bremer Financial Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Bremer Financial Corporation Employee Stock Ownership Plan, Total assets ($M): 16.250362 · Participants: 1485Bremer Financial Corporation 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
Bremer Financial Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Bremer Financial Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Employee Stock Ownership Plan of Emory Wilson Process, Inc. in SC ($16M); by covered participants it is 859 US Employee Stock Ownership Plan in MA (1,486 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,485 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 Bremer Financial Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Bremer Financial Corporation Employee Stock Ownership Plan declined sharply - down 22.3% during 2024, from $21M to $16M. Reported net income was -$5M.
How have Bremer Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bremer Financial Corporation's sponsor-wide assets grew 10.0%, from $635M to $699M.
Which ESOP plans are similar in size to Bremer Financial Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Stock Ownership Plan of Emory Wilson Process, Inc. in SC ($16M, 78 participants).
Which ESOP plans cover a similar participant headcount to Bremer Financial Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is 859 US Employee Stock Ownership Plan in MA (1,486 participants, $11M 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 410715583.

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.