ESOP · DOL Form 5500 · 2024

Lunseth Plumbing and Heating Co. ESOP

Data updated 2026-07-24

$71M
Total assets
112
Participants
88th
Percentile by assets
$633,272
Avg per participant
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Official DOL plan name: Lunseth Plumbing and Heating Co. ESOP · Sponsored by Lunseth Plumbing and Heating Co. · North Dakota · Construction

$71M in assets, 112 participants

Lunseth Plumbing and Heating Co.'s Lunseth Plumbing and Heating Co. ESOP reported $71M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 116,472 plans)

Coverage in North Dakota

Lunseth Plumbing and Heating Co. ESOP covers 112 participants in North Dakota, about 21% of the average North Dakota filer (state average ~522 per filing). Assets: $71M.

$71M
total plan assets (2024 EOY)
112
covered participants
88th
percentile by assets (of 116,472 plans)
$633,272
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lunseth Plumbing and Heating Co. ESOP end-of-year assets rose from $55M in the plan year 2023 filing to $71M in the plan year 2024 filing.
  • Lunseth Plumbing and Heating Co. ESOP reported net income rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs North Dakota filers

In North Dakota, the average filing covers about 522 participants across 339 plans. Lunseth Plumbing and Heating Co. ESOP reports 112 participants - about 21% of that state average ($71M EOY assets).

North Dakota filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$71M
Net Income$17M
Employer EIN450160050
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lunseth Plumbing and Heating Co.)

$30M$40M$50M$60M$70M$80M 202220232024 $41.6M $70.9M ▲ +70.7%
Total plan assets by year, all Lunseth Plumbing and Heating Co. plans on file
Year Plans Participants Total Assets
2022 1 126 $42M
2023 1 112 $55M
2024 1 112 $71M

Nearby ESOP Plans in North Dakota

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

Lunseth Plumbing and Heating Co. ESOP vs. nearby ESOP plans in North Dakota, assets vs. participants

Lunseth Plumbing and Heating Co. ESOP vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -20000200040006000 00.511.5 Total assets ($B) Participants Lunseth Plumbing and…Border States Indust…Scheels Employee Sto…Ulteig, Inc. Employe…Frontier Precision, …Klj Solutions Co Emp…
Lunseth Plumbing and Heating Co. ESOP vs. nearby ESOP plans in North Dakota, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Lunseth Plumbing and Heating Co. ESOP by total assets, not by location.

Frequently Asked Questions

How did Lunseth Plumbing and Heating Co. ESOP assets move in 2024?
Lunseth Plumbing and Heating Co. ESOP surged - up 30.1% during 2024, from $55M to $71M. Reported net income was $17M.
How have Lunseth Plumbing and Heating Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lunseth Plumbing and Heating Co.'s sponsor-wide assets grew 70.7%, from $42M to $71M.
Where does Lunseth Plumbing and Heating Co. ESOP rank by assets among Form 5500 filers?
Lunseth Plumbing and Heating Co. ESOP ranks in the 88th percentile by end-of-year assets among 116,472 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 Lunseth Plumbing and Heating Co. ESOP?
Among ESOP plans in other states, the closest by assets is Mortenson Dental Partners Employee Stock Ownership Plan in KY ($71M, 1,948 participants).

Next read for Lunseth Plumbing and Heating Co. ESOP

Filing takeaways

Ways to act on Lunseth Plumbing and Heating Co. ESOP's numbers.

  • By total assets, Lunseth Plumbing and Heating Co. ESOP ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in North Dakota. Compare plans
  • Lunseth Plumbing and Heating Co.'s sponsor-wide assets have grown 70.7% since 2022 across 3 plan years on file. More Construction plans

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 450160050.

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