ESOP · DOL Form 5500 · 2024

Short-Elliott-Hendrickson, Inc. ESOP

Data updated 2026-08-11

$133M
Total assets: 903
Participants: 92nd
Percentile by assets: $147,386
Avg per participant

Official DOL plan name: Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan · Sponsored by Short-Elliott-Hendrickson, Inc. · Minnesota · Professional & Technical Services

$133M in assets, 903 participants

Short-Elliott-Hendrickson, Inc.'s Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan reported $133M in total assets and 903 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 123,622 plans)
#18,841 in Professional & Technical Services (20,173 peers)

Where Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan sits by assets

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $133M for 903 participants (~$147,386/participant), up 20.9% in 2024.

$133M
total plan assets (2024 EOY): 903
covered participants: 92nd
percentile by assets (of 123,622 plans): $147,386
avg assets per participant

Where Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan sits by total assets

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$133,089,325 Top 8% higher than 92% 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

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan reported net income rose from $11M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan end-of-year assets rose from $110M in the plan year 2023 filing to $133M in the plan year 2024 filing.
Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan reported participants rose from 825 in the plan year 2023 filing to 903 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Minnesota

Industry

Professional & Technical Services

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$110M
Net Assets (End of Year)	$120M
Net Income	$23M
Employer EIN	411251208
Plan Effective Date	1994-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Short-Elliott-Hendrickson, Inc.)

Total plan assets by year, all Short-Elliott-Hendrickson, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,616	$268M
2023	2	1,723	$306M
2024	2	1,848	$350M

Nearby ESOP Plans in Minnesota

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

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants

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

Compare Short-Elliott-Hendrickson, Inc. Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan by total assets, not by location.

Sc Holdings, Inc. Employee Stock Ownership Plan (ME) $133M · 513
R. M. Towill Corporation Employee Stock Ownership Plan (HI) $133M · 103
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan (NC) $133M · 279
Rincon Research Corporation Money Purchase Pension Plan (AZ) $132M · 367

Frequently Asked Questions

How did Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan grew sharply - up 20.9% during 2024, from $110M to $133M. Reported net income was $23M.

How have Short-Elliott-Hendrickson, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Short-Elliott-Hendrickson, Inc.'s sponsor-wide assets grew 30.8%, from $268M to $350M.

Where does Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Sc Holdings, Inc. Employee Stock Ownership Plan in ME ($133M, 513 participants).

Next read for Short-Elliott-Hendrickson, Inc. Employee…

Scale reading

Ways to act on Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
Short-Elliott-Hendrickson, Inc.'s sponsor-wide assets have grown 30.8% since 2022 across 3 plan years on file. More Professional & Technical Services 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 411251208.