ESOP · DOL Form 5500 · 2024

Northern Tree Holdco, Inc. ESOP

Data updated 2026-08-25

$32M
Total assets Below avg plan size
157
Participants Small participant base
78th
Percentile by assets National rank
$200,641
Avg per participant Above avg balance/head
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Official DOL plan name: Northern Tree Service, Inc. Employee Stock Ownership Plan · Sponsored by Northern Tree Holdco, Inc. · Massachusetts · Administrative & Support Services

$32M in assets, 157 participants

Northern Tree Holdco, Inc.'s Northern Tree Service, Inc. Employee Stock Ownership Plan reported $32M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #3,879 in Administrative & Support Services (4,368 peers)

Coverage in Massachusetts

Northern Tree Service, Inc. Employee Stock Ownership Plan covers 157 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $32M.

#3,879
in Administrative & Support Services (4,368 peers)
+11.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Northern Tree Service, Inc. Employee Stock Ownership Plan's outsized position by total assets

Northern Tree Service, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$31,500,665 Top 22% higher than 78% 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 Tree Service, 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. Northern Tree Service, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northern Tree Service, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Northern Tree Service, Inc. Employee Stock Ownership Plan end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Northern Tree Service, Inc. Employee Stock Ownership Plan reported participants fell from 165 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 851665706 · Northern Tree Holdco, Inc. PY 2024 · ESOP

Northern Tree Service, Inc. Employee Stock Ownership Plan · $32M · 157 · 78th

  • RANK $32M
  • RANK 157
  • RANK 78th
  • RANK ESOP
  • RANK near Guttman Holdings Employee Stock Ownership Plan
  • RANK ind #3879

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 Massachusetts →

Northern Tree Service, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Consolidated Safety Services, Inc. Employee Stock Ownership PlanConsolidated Safety Services…$32MNorthern Tree Service, Inc. Employee Stock Ownership PlanNorthern Tree Service, Inc. …$32MGuttman Holdings Employee Stock Ownership PlanGuttman Holdings Employee St…$32MO.E. Meyer Co. Employee Stock Ownership Plan and TrustO.E. Meyer Co. Employee Stoc…$31MEast Coast Drilling and Blasting, Inc. Employee Stock Ownership PlanEast Coast Drilling and Blas…$31M
End-of-year total assets ($M) among Northern Tree Service, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)-$81M
Net Income$5M
Employer EIN851665706
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern Tree Holdco, Inc.)

Sponsor-wide plan assets over time

All Northern Tree Holdco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 19.77136319556939% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $26.3M $31.5M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 142 $26M
2023 1 165 $28M
2024 1 157 $32M

Nearby ESOP Plans in Massachusetts

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

Northern Tree Service, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Northern Tree Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 31.500665 · Participants: 157Northern Tree Service, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Northern Tree Service, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Northern Tree Service, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Northern Tree Service, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Guttman Holdings Employee Stock Ownership Plan in PA ($32M); by covered participants it is Bepc, Incorporated Employee Stock Ownership Plan in TX (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Tree Service, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Northern Tree Service, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.7% during 2024, from $28M to $32M. Reported net income was $5M.
How have Northern Tree Holdco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern Tree Holdco, Inc.'s sponsor-wide assets grew 19.8%, from $26M to $32M.
Where does Northern Tree Service, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Northern Tree Service, Inc. Employee Stock Ownership Plan ranks in the 78th 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 Northern Tree Service, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Guttman Holdings Employee Stock Ownership Plan in PA ($32M, 212 participants).
Which ESOP plans cover a similar participant headcount to Northern Tree Service, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bepc, Incorporated Employee Stock Ownership Plan in TX (157 participants, $8M 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 851665706.

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.