ESOP · DOL Form 5500 · 2024

Northern Habilitative Services, Inc. of Chisholm ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
163
Participants Small participant base
64th
Percentile by assets National rank
$90,229
Avg per participant Below avg balance/head
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Official DOL plan name: Northern Habilitative Services Employee Stock Ownership Plan · Sponsored by Northern Habilitative Services, Inc. of Chisholm · Minnesota · Healthcare & Social Assistance

$15M in assets, 163 participants

Northern Habilitative Services, Inc. of Chisholm's Northern Habilitative Services Employee Stock Ownership Plan reported $15M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #11,675 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Northern Habilitative Services Employee Stock Ownership Plan covers 163 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $15M.

#11,675
in Healthcare & Social Assistance (16,916 peers)
+38.7%
assets growth YoY

Northern Habilitative Services Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Northern Habilitative Services Employee Stock Ownership Plan vs every filed plan by assets

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

$14,707,395 Top 36% higher than 64% 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

Northern Habilitative Services 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. Northern Habilitative Services Employee Stock Ownership Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northern Habilitative Services Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Northern Habilitative Services Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Northern Habilitative Services Employee Stock Ownership Plan reported participants rose from 157 in the plan year 2023 filing to 163 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 411635304 · Northern Habilitative Services, Inc. of Chisholm PY 2024 · ESOP

Northern Habilitative Services Employee Stock Ownership Plan · $15M · 163 · 64th

  • NET $15M
  • NET 163
  • NET 64th
  • NET ESOP
  • NET near C.a. Group, Inc. Employee Stock Ownership Plan
  • NET ind #11675

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 →

Northern Habilitative Services Employee Stock Ownership Plan in the asset neighbourhood

Employee Stock Ownership Plan of Westfield Financial, Inc.Employee Stock Ownership Pla…$15MStansell Electric Company, Inc. Employee Stock Ownership PlanStansell Electric Company, I…$15MNorthern Habilitative Services Employee Stock Ownership PlanNorthern Habilitative Servic…$15MC.a. Group, Inc. Employee Stock Ownership PlanC.a. Group, Inc. Employee St…$15MMetalcraft, Inc.Employee Stock Ownership PlanMetalcraft, Inc.Employee Sto…$15M
End-of-year total assets ($M) among Northern Habilitative Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN411635304
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern Habilitative Services, Inc. of Chisholm)

Sponsor-wide plan assets over time

All Northern Habilitative Services, Inc. of Chisholm plans reported in each filing year

Latest sponsor-wide plan assets
$15M 63.321553812878975% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.01M $14.7M ▲ +63.3%
Year Plans Participants Total Assets
2022 2 302 $9M
2023 1 157 $11M
2024 1 163 $15M

Nearby ESOP Plans in Minnesota

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

Northern Habilitative Services Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Northern Habilitative Services Employee Stock Ownership Plan, Total assets ($M): 14.707395 · Participants: 163Northern Habilitative Services 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
Northern Habilitative Services Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Northern Habilitative Services Employee Stock Ownership Plan side-by-side with 3 peers →

Northern Habilitative Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is C.a. Group, Inc. Employee Stock Ownership Plan in NV ($15M); by covered participants it is Martin/Brattrud, Inc. Employee Stock Ownership Plan in CA (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Northern Habilitative Services Employee Stock Ownership Plan assets move in 2024? ▼
Northern Habilitative Services Employee Stock Ownership Plan surged - up 38.7% during 2024, from $11M to $15M. Reported net income was $4M.
How have Northern Habilitative Services, Inc. of Chisholm plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern Habilitative Services, Inc. of Chisholm's sponsor-wide assets grew 63.3%, from $9M to $15M.
Which ESOP plans are similar in size to Northern Habilitative Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is C.a. Group, Inc. Employee Stock Ownership Plan in NV ($15M, 62 participants).
Which ESOP plans cover a similar participant headcount to Northern Habilitative Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Martin/Brattrud, Inc. Employee Stock Ownership Plan in CA (163 participants, $14M 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 411635304.

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.