ESOP · DOL Form 5500 · 2024

Herregan Distributors, Inc. ESOP

Data updated 2026-08-25

$470K
Total assets Small plan by assets
146
Participants Small participant base
17th
Percentile by assets National rank
$3,219
Avg per participant Low balance/head
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Official DOL plan name: Herregan Distributors, Inc. Employee Stock Ownership Plan · Sponsored by Herregan Distributors, Inc. · Minnesota · Wholesale Trade

$470K in assets, 146 participants

Herregan Distributors, Inc.'s Herregan Distributors, Inc. Employee Stock Ownership Plan reported $470K in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #520 in Wholesale Trade (6,080 peers)

Coverage in Minnesota

Herregan Distributors, Inc. Employee Stock Ownership Plan covers 146 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $470K.

#520
in Wholesale Trade (6,080 peers)
+74.1%
assets growth YoY

Herregan Distributors, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Herregan Distributors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$470,000 17th percentile higher than 17% 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

Herregan Distributors, 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. Herregan Distributors, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Herregan Distributors, Inc. Employee Stock Ownership Plan reported net income rose from -$14M in the plan year 2023 filing to $464K in the plan year 2024 filing.
  • Herregan Distributors, Inc. Employee Stock Ownership Plan end-of-year assets rose from $270K in the plan year 2023 filing to $470K in the plan year 2024 filing.
  • Herregan Distributors, Inc. Employee Stock Ownership Plan reported participants fell from 151 in the plan year 2023 filing to 146 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 410902579 · Herregan Distributors, Inc. PY 2024 · ESOP

Herregan Distributors, Inc. Employee Stock Ownership Plan · $470K · 146 · 17th

  • BOOK $470K
  • VS-ST 146
  • BOY 17th
  • SCH ESOP
  • EBSA near Tnbank Employee Stock Ownership Plan
  • PART ind #520

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 →

Herregan Distributors, Inc. Employee Stock Ownership Plan in the asset neighbourhood

V W International, Inc. Employee Stock Ownership PlanV W International, Inc. Empl…$477KHerregan Distributors, Inc. Employee Stock Ownership PlanHerregan Distributors, Inc. …$470KTnbank Employee Stock Ownership PlanTnbank Employee Stock Owners…$472KSeaman's Employee Stock Ownership PlanSeaman's Employee Stock Owne…$474KU.P. Fabricating Co. Inc. Employee Stock Ownership PlanU.P. Fabricating Co. Inc. Em…$465K
End-of-year total assets ($M) among Herregan Distributors, 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)$270K
Net Assets (End of Year)-$13M
Net Income$464K
Employer EIN410902579
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herregan Distributors, Inc.)

Sponsor-wide plan assets over time

All Herregan Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 38.16209533610262% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.3M $23.9M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 151 $17M
2023 2 302 $21M
2024 2 293 $24M

Nearby ESOP Plans in Minnesota

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

Herregan Distributors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Herregan Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.47 · Participants: 146Herregan Distributors, 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
Herregan Distributors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Herregan Distributors, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Herregan Distributors, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Tnbank Employee Stock Ownership Plan in TN ($472K); by covered participants it is Employee Benefits Corporation Employee Stock Ownership Plan in WI (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Herregan Distributors, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Herregan Distributors, Inc. Employee Stock Ownership Plan surged - up 74.1% during 2024, from $270K to $470K. Reported net income was $464K.
How have Herregan Distributors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herregan Distributors, Inc.'s sponsor-wide assets grew 38.2%, from $17M to $24M.
Where does Herregan Distributors, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Herregan Distributors, Inc. Employee Stock Ownership Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Herregan Distributors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tnbank Employee Stock Ownership Plan in TN ($472K, 45 participants).
Which ESOP plans cover a similar participant headcount to Herregan Distributors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Benefits Corporation Employee Stock Ownership Plan in WI (146 participants, $64M 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 410902579.

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.