ESOP · DOL Form 5500 · 2024
Stubbe & Associates, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 125
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $16,302
- Avg per participant Low balance/head
Official DOL plan name: Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan · Sponsored by Stubbe & Associates, Inc. · Minnesota · Healthcare & Social Assistance
$2M in assets, 125 participants
Stubbe & Associates, Inc.'s Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan reported $2M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #4,713 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan covers 125 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $2M.
- #4,713
- in Healthcare & Social Assistance (16,916 peers)
- -29.9%
- assets change YoY
The plan reported a net loss of $804K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan among the smaller filed plans by assets
Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,037,779 30th percentile higher than 30% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Stubbe & Associates, Inc. 2011 Amended and Restated 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. Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan sits mid-pack in the medium band (125 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan reported net income fell from -$394K in the plan year 2023 filing to -$804K in the plan year 2024 filing.
- Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan reported participants rose from 117 in the plan year 2023 filing to 125 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 411546926 · Stubbe & Associates, Inc. PY 2024 · ESOP
Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan · $2M · 125 · 30th
- BOOK $2M
- BOOK 125
- BOOK 30th
- BOOK ESOP
- BOOK near The Stephenson National Bank & Trust Employee Stock Ownership Plan
- BOOK ind #4713
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 →
Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$804K |
| Employer EIN | 411546926 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stubbe & Associates, Inc.)
Sponsor-wide plan assets over time
All Stubbe & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 6.278840847182189% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 235 | $16M |
| 2023 | 2 | 234 | $16M |
| 2024 | 2 | 250 | $15M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $963M · 12,104
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $594M · 490
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $594M · 782
- Force America Inc. Employee Stock Ownership Plan $473M · 615
- Ablenet, Inc. Employee Stock Ownership Plan $460M · 134
Stubbe & Associates, Inc. 2011 Amended and Restated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is The Stephenson National Bank & Trust Employee Stock Ownership Plan in WI ($2M); by covered participants it is Advanced Manufacturing Group, Inc. Employee Stock Ownership Plan in OH (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (125 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.