ESOP · DOL Form 5500 · 2022

Tates Rents, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
86
Participants Small participant base
68th
Percentile by assets National rank
$135,180
Avg per participant Near avg balance/head
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Official DOL plan name: Tates Rents, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Tates Rents, Inc. · Idaho · Real Estate

$12M in assets, 86 participants

Tates Rents, Inc.'s Tates Rents, Inc. Employee Stock Ownership Plan and Trust reported $12M in total assets and 86 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,180 in Real Estate (5,057 peers)

Tates Rents, Inc. multi-year trail

Tates Rents, Inc.'s plans moved +69.5% in assets from 2022 to 2024; this filing shows Tates Rents, Inc. Employee Stock Ownership Plan and Trust at $12M / 86 participants.

#4,180
in Real Estate (5,057 peers)
+82.0%
assets growth YoY

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

Tates Rents, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$11,625,495 Top 32% higher than 68% 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

Tates Rents, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tates Rents, Inc. Employee Stock Ownership Plan and Trust is a small filing (86 participants) on this national headcount ladder.

DOL schedule card

Filing strip 820467137 · Tates Rents, Inc. PY 2022 · ESOP

Tates Rents, Inc. Employee Stock Ownership Plan and Trust · $12M · 86 · 68th

  • EOY $12M
  • 5500 86
  • ASSETS 68th
  • PCT ESOP
  • EIN near Williams Tank Lines Employee Stock Ownership Plan
  • RANK ind #4180

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 Idaho →

Tates Rents, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Spuncast, Inc. Employee Stock Ownership PlanSpuncast, Inc. Employee Stoc…$12MTates Rents, Inc. Employee Stock Ownership Plan and TrustTates Rents, Inc. Employee S…$12MWilliams Tank Lines Employee Stock Ownership PlanWilliams Tank Lines Employee…$12MWise Consulting Associates, Inc. Employee Stock Ownership PlanWise Consulting Associates, …$12MIndiana Professional Management Group, Inc. Employee Stock Ownership PlanIndiana Professional Managem…$12M
End-of-year total assets ($M) among Tates Rents, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Tates Rents, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tates Rents, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 69.50440648756567% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.5M $24.6M ▲ +69.5%
Year Plans Participants Total Assets
2022 2 176 $15M
2023 1 122 $24M
2024 1 120 $25M

Tates Rents, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income$6M
Employer EIN820467137
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Idaho

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

Tates Rents, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Tates Rents, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.011625495 · Participants: 86Tates Rents, Inc. Employee Stock Ownership Plan and TrustWinco Employee Stock Ownership Plan, Total assets ($B): 4.331068124 · Participants: 15984Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.220412969 · Participants: 1298Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.213402995 · Participants: 1174Litehouse, Inc. Employee Stock Ownership PlanThe Franklin Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.102340004 · Participants: 569The Franklin Group, Inc. Employee Stock Ownership Plan and TrustContainer and Packaging Employee Stock Ownership Plan and Trust, Total assets ($B): 0.0719783 · Participants: 106Container and Packaging Employee Stock Ownership Plan and Trust
Tates Rents, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Tates Rents, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Idaho, the nearest ESOP by assets is Williams Tank Lines Employee Stock Ownership Plan in CA ($12M); by covered participants it is Sgh Redglaze Holdings, Inc. Employee Stock Ownership Plan in NE (86 participants). Same-state nearby plans are listed separately above.

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 Tates Rents, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Tates Rents, Inc. Employee Stock Ownership Plan and Trust surged - up 82.0% during 2022, from $6M to $12M. Reported net income was $6M.
How have Tates Rents, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tates Rents, Inc.'s sponsor-wide assets grew 69.5%, from $15M to $25M.
Which ESOP plans are similar in size to Tates Rents, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Williams Tank Lines Employee Stock Ownership Plan in CA ($12M, 360 participants).
Which ESOP plans cover a similar participant headcount to Tates Rents, 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 (86 participants, $6M 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 820467137.

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.