ESOP · DOL Form 5500 · 2024

Short-Elliott-Hendrickson, Inc. ESOP

Data updated 2026-08-25

$133M
Total assets Near avg plan size
903
Participants Near avg headcount
92nd
Percentile by assets National rank
$147,386
Avg per participant Above avg balance/head
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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.

  • #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.

#18,841
in Professional & Technical Services (20,173 peers)
+20.9%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan's outsized position 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

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

Short-Elliott-Hendrickson, Inc. 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. Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (903 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

Form 5500 schedule snapshot

Filing strip 411251208 · Short-Elliott-Hendrickson, Inc. PY 2024 · ESOP

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan · $133M · 903 · 92nd

  • BOY $133M
  • SCH 903
  • EBSA 92nd
  • PART ESOP
  • TYPE near Sc Holdings, Inc. Employee Stock Ownership Plan
  • NET ind #18841

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 →

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan in the asset neighbourhood

R. M. Towill Corporation Employee Stock Ownership PlanR. M. Towill Corporation Emp…$133MShort-Elliott-Hendrickson, Inc. Employee Stock Ownership PlanShort-Elliott-Hendrickson, I…$133MSc Holdings, Inc. Employee Stock Ownership PlanSc Holdings, Inc. Employee S…$133MRobert E. Mason & Associates, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates…$133MRincon Research Corporation Money Purchase Pension PlanRincon Research Corporation …$132M
End-of-year total assets ($M) among Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$120M
Net Income$23M
Employer EIN411251208
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Short-Elliott-Hendrickson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$350M 30.806141427991925% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $268M $350M ▲ +30.8%
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 Scatter plot of 6 data points. -5000050001000015000 020040060080010001200 Total assets ($M) Participants Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.089325 · Participants: 903Short-Elliott-Hendrickson, 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
Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Sc Holdings, Inc. Employee Stock Ownership Plan in ME ($133M); by covered participants it is Taylor-Listug, Inc. Employee Stock Ownership Plan in CA (903 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (903 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 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).
Which ESOP plans cover a similar participant headcount to Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Taylor-Listug, Inc. Employee Stock Ownership Plan in CA (903 participants, $55M 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 411251208.

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.