ESOP · DOL Form 5500 · 2024

Nelson-Rudie & Associates, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
50
Participants Small participant base
42nd
Percentile by assets National rank
$99,500
Avg per participant Below avg balance/head
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Official DOL plan name: Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Nelson-Rudie & Associates, Inc. · Minnesota · Professional & Technical Services

$5M in assets, 50 participants

Nelson-Rudie & Associates, Inc.'s Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan reported $5M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,934 in Professional & Technical Services (20,173 peers)

Nelson-Rudie & Associates, Inc. multi-year trail

Nelson-Rudie & Associates, Inc.'s plans moved +410.3% in assets from 2022 to 2024; this filing shows Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan at $5M / 50 participants.

#7,934
in Professional & Technical Services (20,173 peers)
+98.6%
assets growth YoY

Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,975,000 42nd percentile higher than 42% 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

Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 51 in the plan year 2023 filing to 50 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 411276371 · Nelson-Rudie & Associates, Inc. PY 2024 · ESOP

Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan · $5M · 50 · 42nd

  • IND $5M
  • IND 50
  • IND 42nd
  • IND ESOP
  • IND near North Shore Trust and Savings ESOP
  • IND ind #7934

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 →

Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Thomco Specialty Products, Inc. Employee Stock Ownership PlanThomco Specialty Products, I…$5MMidland Financial Corp. Employee Stock Ownership PlanMidland Financial Corp. Empl…$5MNelson-Rudie & Associates, Inc. Employee Stock Ownership PlanNelson-Rudie & Associates, I…$5MNorth Shore Trust and Savings ESOPNorth Shore Trust and Saving…$5MWebb Insurance Agency Employee Stock Ownership PlanWebb Insurance Agency Employ…$5M
End-of-year total assets ($M) among Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Nelson-Rudie & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Nelson-Rudie & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 410.2564102564102% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $0.98M $4.97M ▲ +407.1%
Year Plans Participants Total Assets
2022 1 46 $975K
2023 1 51 $3M
2024 1 50 $5M

Nelson-Rudie & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$3M
Employer EIN411276371
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.975 · Participants: 50Nelson-Rudie & Associates, 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
Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is North Shore Trust and Savings ESOP in IL ($5M); by covered participants it is Suburban K9 Employee Stock Ownership Plan in TX (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan surged - up 98.6% during 2024, from $3M to $5M. Reported net income was $3M.
How have Nelson-Rudie & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nelson-Rudie & Associates, Inc.'s sponsor-wide assets grew 410.3%, from $975K to $5M.
Which ESOP plans are similar in size to Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is North Shore Trust and Savings ESOP in IL ($5M, 33 participants).
Which ESOP plans cover a similar participant headcount to Nelson-Rudie & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Suburban K9 Employee Stock Ownership Plan in TX (50 participants, $146K 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 411276371.

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.