ESOP · DOL Form 5500 · 2024

Ehlers and Associates, Inc. ESOP

Data updated 2026-08-25

$32M
Total assets Below avg plan size
83
Participants Small participant base
78th
Percentile by assets National rank
$381,680
Avg per participant High balance/head
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Official DOL plan name: Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Ehlers and Associates, Inc. · Minnesota · Finance & Insurance

$32M in assets, 83 participants

Ehlers and Associates, Inc.'s Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust reported $32M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,629 in Finance & Insurance (8,549 peers)

Where Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust sits by assets

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $32M for 83 participants (~$381,680/participant), up 14.8% in 2024.

#5,629
in Finance & Insurance (8,549 peers)
+14.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$31,679,415 Top 22% higher than 78% 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

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 80 in the plan year 2023 filing to 83 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 410837545 · Ehlers and Associates, Inc. PY 2024 · ESOP

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust · $32M · 83 · 78th

  • BOOK $32M
  • VS-ST 83
  • BOY 78th
  • SCH ESOP
  • EBSA near Consulting Engineers Group Employee Stock Ownership Plan
  • PART ind #5629

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 →

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Wohlsen Construction Company Employee Stock Ownership PlanWohlsen Construction Company…$32MEmployment Alliance Holdings, Inc. Employment Stock Ownership PlanEmployment Alliance Holdings…$32MS.M. Wilson & Co. Employee Stock Ownership PlanS.M. Wilson & Co. Employee S…$32MEhlers and Associates, Inc. Employee Stock Ownership Plan and TrustEhlers and Associates, Inc. …$32MConsulting Engineers Group Employee Stock Ownership PlanConsulting Engineers Group E…$32M
End-of-year total assets ($M) among Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$29M
Net Income$1M
Employer EIN410837545
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ehlers and Associates, Inc.)

Sponsor-wide plan assets over time

All Ehlers and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 40.09245476760939% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.6M $31.7M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 78 $23M
2023 1 80 $28M
2024 1 83 $32M

Nearby ESOP Plans in Minnesota

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

Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 31.679415 · Participants: 83Ehlers and Associates, Inc. Employee Stock Ownership Plan and TrustAndersen 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
Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Consulting Engineers Group Employee Stock Ownership Plan in IL ($32M); by covered participants it is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE (83 participants). Same-state nearby plans are listed separately above.

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 Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 14.8% during 2024, from $28M to $32M. Reported net income was $1M.
How have Ehlers and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ehlers and Associates, Inc.'s sponsor-wide assets grew 40.1%, from $23M to $32M.
Where does Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust ranks in the 78th percentile by end-of-year assets among 123,622 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 Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Consulting Engineers Group Employee Stock Ownership Plan in IL ($32M, 133 participants).
Which ESOP plans cover a similar participant headcount to Ehlers and Associates, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE (83 participants, $27M 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 410837545.

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.