ESOP · DOL Form 5500 · 2024

Rotochopper, Inc. ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
108
Participants Small participant base
76th
Percentile by assets National rank
$258,469
Avg per participant Above avg balance/head
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Official DOL plan name: Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust · Sponsored by Rotochopper, Inc. · Minnesota · Manufacturing

$28M in assets, 108 participants

Rotochopper, Inc.'s Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust reported $28M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,950 in Manufacturing (17,777 peers)

Coverage in Minnesota

Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust covers 108 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $28M.

#11,950
in Manufacturing (17,777 peers)
+0.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust's outsized position by total assets

Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$27,914,685 Top 24% higher than 76% 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

Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust 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. Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $306K in the plan year 2024 filing.
  • Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust reported participants fell from 113 in the plan year 2023 filing to 108 in the plan year 2024 filing.
  • Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust end-of-year assets rose from $28M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 392038403 · Rotochopper, Inc. PY 2024 · ESOP

Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust · $28M · 108 · 76th

  • VS-ST $28M
  • VS-ST 108
  • VS-ST 76th
  • VS-ST ESOP
  • VS-ST near Steel Encounters, Inc. Employee Stock Ownership Plan
  • VS-ST ind #11950

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 →

Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust in the asset neighbourhood

Peerless Machine and Tool Corporation Employee Stock Ownership PlanPeerless Machine and Tool Co…$28MSteel Encounters, Inc. Employee Stock Ownership PlanSteel Encounters, Inc. Emplo…$28MRotochopper, Inc. First Restated Employee Stock Ownership Plan and TrustRotochopper, Inc. First Rest…$28MBaker Engineering and Risk Consultants, Inc. Employee Stock Ownership PlanBaker Engineering and Risk C…$28MArrow Financial Corporation Employee Stock Ownership PlanArrow Financial Corporation …$28M
End-of-year total assets ($M) among Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$27M
Net Income$306K
Employer EIN392038403
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rotochopper, Inc.)

Sponsor-wide plan assets over time

All Rotochopper, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 23.36599530766408% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.6M $27.9M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 96 $23M
2023 1 113 $28M
2024 1 108 $28M

Nearby ESOP Plans in Minnesota

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

Rotochopper, Inc. First Restated 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 ($M) Participants Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust, Total assets ($M): 27.914685 · Participants: 108Rotochopper, Inc. First Restated 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
Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Steel Encounters, Inc. Employee Stock Ownership Plan in UT ($28M); by covered participants it is Blue Ridge Employees Stock Ownership Plan in MO (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust held essentially flat - up 0.5% during 2024, from $28M to $28M. Reported net income was $306K.
How have Rotochopper, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rotochopper, Inc.'s sponsor-wide assets grew 23.4%, from $23M to $28M.
Where does Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Steel Encounters, Inc. Employee Stock Ownership Plan in UT ($28M, 228 participants).
Which ESOP plans cover a similar participant headcount to Rotochopper, Inc. First Restated Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Employees Stock Ownership Plan in MO (108 participants, $3M 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 392038403.

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.