ESOP · DOL Form 5500 · 2024

Tollefson Funeral Home, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
24th
Percentile by assets National rank
$213,400
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tollefson Funeral Home, Inc. ESOP · Sponsored by Tollefson Funeral Home, Inc. · North Dakota · Other Services

$1M in assets, 5 participants

Tollefson Funeral Home, Inc.'s Tollefson Funeral Home, Inc. ESOP reported $1M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,686 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Tollefson Funeral Home, Inc. ESOP ranks #3,686 of 7,719 2024 filers by assets (1881% of the sector average)-$1M for 5 participants.

#3,686
in Other Services (7,719 peers)
-12.7%
assets change YoY

The plan reported a net loss of $156K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tollefson Funeral Home, Inc. ESOP among the smaller filed plans by assets

Tollefson Funeral Home, Inc. ESOP vs every filed plan by assets

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

$1,067,002 24th percentile higher than 24% 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

Tollefson Funeral Home, Inc. ESOP among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tollefson Funeral Home, Inc. ESOP is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tollefson Funeral Home, Inc. ESOP end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Tollefson Funeral Home, Inc. ESOP reported net income rose from -$168K in the plan year 2023 filing to -$156K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 450383904 · Tollefson Funeral Home, Inc. PY 2024 · ESOP

Tollefson Funeral Home, Inc. ESOP · $1M · 5 · 24th

  • EIN $1M
  • RANK 5
  • PHOTO 24th
  • IND ESOP
  • EOY near Bourneuf Corporation Employee Stock Ownership Plan
  • 5500 ind #3686

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 North Dakota →

Tollefson Funeral Home, Inc. ESOP in the asset neighbourhood

Tollefson Funeral Home, Inc. ESOPTollefson Funeral Home, Inc.…$1MVolano Software Company Employee Stock Ownership PlanVolano Software Company Empl…$1MBourneuf Corporation Employee Stock Ownership PlanBourneuf Corporation Employe…$1MThe Plastic Forming Company, Inc. Employee Stock Ownership PlanThe Plastic Forming Company,…$1MTarget Copy of Gainesville, Inc. Employee Stock Ownership PlanTarget Copy of Gainesville, …$1M
End-of-year total assets ($M) among Tollefson Funeral Home, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$156K
Employer EIN450383904
Plan Effective Date1996-10-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Tollefson Funeral Home, Inc.)

Sponsor-wide plan assets over time

All Tollefson Funeral Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 23.29443666447166% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.39M $1.07M ▼ -23.0%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $1M
2024 1 5 $1M

Nearby ESOP Plans in North Dakota

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

Tollefson Funeral Home, Inc. ESOP vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Tollefson Funeral Home, Inc. ESOP, Total assets ($B): 0.001067002 · Participants: 5Tollefson Funeral Home, Inc. ESOPBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.326258119 · Participants: 3256Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.962968241 · Participants: 5157Scheels Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.192805392 · Participants: 1117Ulteig, Inc. Employee Stock Ownership PlanFrontier Precision, Inc Employee Stock Ownership Plan, Total assets ($B): 0.097711974 · Participants: 89Frontier Precision, Inc Employee Stock Ownership PlanKlj Solutions Co Employee Stock Ownership Plan, Total assets ($B): 0.09240993 · Participants: 525Klj Solutions Co Employee Stock Ownership Plan
Tollefson Funeral Home, Inc. ESOP vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Tollefson Funeral Home, Inc. ESOP side-by-side with 3 peers →

Tollefson Funeral Home, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is Bourneuf Corporation Employee Stock Ownership Plan in MA ($1M); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Tollefson Funeral Home, Inc. ESOP assets move in 2024? ▼
Tollefson Funeral Home, Inc. ESOP pulled back noticeably - down 12.7% during 2024, from $1M to $1M. Reported net income was -$156K.
How have Tollefson Funeral Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tollefson Funeral Home, Inc.'s sponsor-wide assets declined 23.3%, from $1M to $1M.
Where does Tollefson Funeral Home, Inc. ESOP rank by assets among Form 5500 filers? ▼
Tollefson Funeral Home, Inc. ESOP ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Tollefson Funeral Home, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Bourneuf Corporation Employee Stock Ownership Plan in MA ($1M, 14 participants).
Which ESOP plans cover a similar participant headcount to Tollefson Funeral Home, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants, $700K 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 450383904.

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.