ESOP · DOL Form 5500 · 2022

Toltz King Duvall Anderson and Associates Incorporated ESOP

Data updated 2026-08-25

$46M
Total assets Below avg plan size
317
Participants Below avg headcount
87th
Percentile by assets National rank
$143,945
Avg per participant Near avg balance/head
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Official DOL plan name: Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan · Sponsored by Toltz King Duvall Anderson and Associates Incorporated · Minnesota · Professional & Technical Services

$46M in assets, 317 participants

Toltz King Duvall Anderson and Associates Incorporated's Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan reported $46M in total assets and 317 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #19,005 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan covers 317 participants in Minnesota, about 28% of the average Minnesota filer (state average ~1,126 per filing). Assets: $46M.

#19,005
in Professional & Technical Services (21,562 peers)
+6.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan's outsized position by total assets

Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$45,630,420 Top 13% higher than 87% of 139,123 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 2022

Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan sits mid-pack in the medium band (317 participants).

DOL schedule card

Filing strip 410579540 · Toltz King Duvall Anderson and Associates Incorporated PY 2022 · ESOP

Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan · $46M · 317 · 87th

  • EBSA $46M
  • EBSA 317
  • EBSA 87th
  • EBSA ESOP
  • EBSA near Mid South Building Supply, Inc. Employee Stock Ownership Plan
  • EBSA ind #19005

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 →

Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan in the asset neighbourhood

Tgc Employee Stock Ownership PlanTgc Employee Stock Ownership…$46MEutaw Construction Company, Inc. Employee Stock Ownership PlanEutaw Construction Company, …$46MMid South Building Supply, Inc. Employee Stock Ownership PlanMid South Building Supply, I…$46MToltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership PlanToltz King Duvall Anderson a…$46MScallon Controls, Inc. Employee Stock Ownership PlanScallon Controls, Inc. Emplo…$46M
End-of-year total assets ($M) among Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$46M
Net Income$3M
Employer EIN410579540
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Toltz King Duvall Anderson and Associates Incorporated)

Sponsor-wide plan assets over time

All Toltz King Duvall Anderson and Associates Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$126M 34.01152975553083% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $93.8M $126M ▲ +34.0%
Year Plans Participants Total Assets
2022 2 629 $94M
2023 2 688 $111M
2024 2 759 $126M

Nearby ESOP Plans in Minnesota

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

Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 0200400600800 Total assets ($M) Participants Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan, Total assets ($M): 45.63042 · Participants: 317Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan side-by-side with 3 peers →

Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Mid South Building Supply, Inc. Employee Stock Ownership Plan in VA ($46M); by covered participants it is Consolidated Supply Employee Stock Ownership Plan in NE (317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan assets move in 2022? ▼
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan grew at a solid clip - up 6.7% during 2022, from $43M to $46M. Reported net income was $3M.
How have Toltz King Duvall Anderson and Associates Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Toltz King Duvall Anderson and Associates Incorporated's sponsor-wide assets grew 34.0%, from $94M to $126M.
Where does Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mid South Building Supply, Inc. Employee Stock Ownership Plan in VA ($46M, 156 participants).
Which ESOP plans cover a similar participant headcount to Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Supply Employee Stock Ownership Plan in NE (317 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410579540.

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.