Other
2024 plan-year Other DOL Form 5500

Ni Holdings, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Ni Holdings, Inc. · North Dakota · Finance & Insurance

What the 2023 filing shows

Ni Holdings, Inc. Employee Stock Ownership Plan holds $3M for 124 participants — about $25,806 per participant, up 7.7% over the 2024 plan year.

$3M
total plan assets (2024 EOY)
124
covered participants
$25,806
avg assets per participant
+7.7%
assets growth YoY
Total Assets (2023)
$3M
Participants
124
State
Industry
Finance & Insurance

What the Filing Says About Ni Holdings, Inc. Employee Stock Ownership Plan

Ni Holdings, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Ni Holdings, Inc., headquartered in North Dakota. As of the 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 124 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 812683619, and the plan has been effective since 2017-02-27. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2024 to $3M at year-end — a gain of 7.7%. Net assets (after liabilities) closed the year at $3M, with reported net income of $486K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$486K
Plan TypeOther
Employer EIN812683619
Plan Effective Date2017-02-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Ni Holdings, Inc.)

Year Plans Participants Total Assets
2022 1 134 $3M
2023 1 151 $3M
2024 1 124 $3M

Nearby Other Plans in North Dakota

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

Frequently Asked Questions

How much money is in the Ni Holdings, Inc. Employee Stock Ownership Plan?
As of the 2024 Form 5500 filing, Ni Holdings, Inc. Employee Stock Ownership Plan holds $3M in total assets with 124 participants. It is sponsored by Ni Holdings, Inc..
What type of plan is Ni Holdings, Inc. Employee Stock Ownership Plan?
Ni Holdings, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2017-02-27. The plan is filed with the U.S. Department of Labor under EIN 812683619.
Who sponsors the Ni Holdings, Inc. Employee Stock Ownership Plan?
Ni Holdings, Inc. Employee Stock Ownership Plan is sponsored by Ni Holdings, Inc., located in North Dakota. The sponsor's EIN is 812683619 and the plan operates in the Finance & Insurance industry.
How did Ni Holdings, Inc. Employee Stock Ownership Plan perform in 2024?
Ni Holdings, Inc. Employee Stock Ownership Plan grew by 7.7% during 2024, moving from $3M to $3M in total assets. Net income was $486K.
Where can I find official filings for Ni Holdings, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Ni Holdings, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 812683619 or plan name at efast.dol.gov.
How does Ni Holdings, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Ni Holdings, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in North Dakota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 812683619.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.