ESOP · DOL Form 5500 · 2022

Tier1 Impact Pbc, Inc. ESOP

Data updated 2026-08-11

$50M
Total assets
274
Participants
88th
Percentile by assets
$183,308
Avg per participant
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Official DOL plan name: Tier 1 Performance Solutions Employee Stock Ownership Plan · Sponsored by Tier1 Impact Pbc, Inc. · Kentucky · Professional & Technical Services

$50M in assets, 274 participants

Tier1 Impact Pbc, Inc.'s Tier 1 Performance Solutions Employee Stock Ownership Plan reported $50M in total assets and 274 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 139,126 plans)
  • #19,212 in Professional & Technical Services (21,562 peers)

Coverage in Kentucky

Tier 1 Performance Solutions Employee Stock Ownership Plan covers 274 participants in Kentucky, about 42% of the average Kentucky filer (state average ~647 per filing). Assets: $50M.

$50M
total plan assets (2022 EOY)
274
covered participants
88th
percentile by assets (of 139,126 plans)
$183,308
avg assets per participant

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Tier 1 Performance Solutions Employee Stock Ownership Plan reports 274 participants - about 42% of that state average ($50M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$16M
Employer EIN810917710
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tier1 Impact Pbc, Inc.)

$45M$50M$55M 202220232024 $50.2M $46.3M ▼ -7.7%
Total plan assets by year, all Tier1 Impact Pbc, Inc. plans on file
Year Plans Participants Total Assets
2022 1 274 $50M
2023 1 314 $53M
2024 1 335 $46M

Nearby ESOP Plans in Kentucky

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

Tier 1 Performance Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants

Tier 1 Performance Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Tier 1 Performance S…Houchens Industries,…Stock Yards Bank & T…Gray, Inc. Employee …Interstate Personnel…H & R Agri-Power Emp…
Tier 1 Performance Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Tier 1 Performance Solutions Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Tier 1 Performance Solutions Employee Stock Ownership Plan assets move in 2022?
Tier 1 Performance Solutions Employee Stock Ownership Plan surged - up 44.1% during 2022, from $35M to $50M. Reported net income was $16M.
How have Tier1 Impact Pbc, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Tier1 Impact Pbc, Inc.'s sponsor-wide assets declined 7.7%, from $50M to $46M.
Where does Tier 1 Performance Solutions Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Tier 1 Performance Solutions Employee Stock Ownership Plan ranks in the 88th 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 Tier 1 Performance Solutions Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust in VA ($50M, 310 participants).

Next read for Tier 1 Performance Solutions Employee St…

Filing takeaways

Ways to act on Tier 1 Performance Solutions Employee Stock Ownership Plan's numbers.