ESOP · DOL Form 5500 · 2022

Tier1 Impact Pbc, Inc. ESOP

Data updated 2026-08-25

$50M
Total assets Below avg plan size
274
Participants Below avg headcount
88th
Percentile by assets National rank
$183,308
Avg per participant Above avg balance/head
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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.

  • #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.

#19,212
in Professional & Technical Services (21,562 peers)
+44.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Tier 1 Performance Solutions Employee Stock Ownership Plan's outsized position by total assets

Tier 1 Performance Solutions Employee Stock Ownership Plan vs every filed plan by assets

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

$50,226,460 Top 12% higher than 88% 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

Tier 1 Performance Solutions 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. Tier 1 Performance Solutions Employee Stock Ownership Plan sits mid-pack in the medium band (274 participants).

Form 5500 schedule snapshot

Filing strip 810917710 · Tier1 Impact Pbc, Inc. PY 2022 · ESOP

Tier 1 Performance Solutions Employee Stock Ownership Plan · $50M · 274 · 88th

  • PHOTO $50M
  • IND 274
  • EOY 88th
  • 5500 ESOP
  • ASSETS near Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #19212

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 Kentucky →

Tier 1 Performance Solutions Employee Stock Ownership Plan in the asset neighbourhood

Xfmrs, Inc. Employees' Stock Ownership PlanXfmrs, Inc. Employees' Stock…$50MTier 1 Performance Solutions Employee Stock Ownership PlanTier 1 Performance Solutions…$50MMorton G. Thalhimer, Inc. Employee Stock Ownership Plan and TrustMorton G. Thalhimer, Inc. Em…$50MKearny Bank Employee Stock Ownership PlanKearny Bank Employee Stock O…$50MAndres Construction Employee Stock Ownership PlanAndres Construction Employee…$50M
End-of-year total assets ($M) among Tier 1 Performance Solutions Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Tier1 Impact Pbc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 7.73943455302245% vs 2022
2024 filing year
$45M$50M$55M 202220232024 $50.2M $46.3M ▼ -7.7%
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 Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Tier 1 Performance Solutions Employee Stock Ownership Plan, Total assets ($B): 0.05022646 · Participants: 274Tier 1 Performance Solutions Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Tier 1 Performance Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Tier 1 Performance Solutions Employee Stock Ownership Plan side-by-side with 3 peers →

Tier 1 Performance Solutions Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Morton G. Thalhimer, Inc. Employee Stock Ownership Plan and Trust in VA ($50M); by covered participants it is United Electric Supply Company Employee Stock Ownership Plan in DE (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 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).
Which ESOP plans cover a similar participant headcount to Tier 1 Performance Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is United Electric Supply Company Employee Stock Ownership Plan in DE (274 participants, $132M 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 810917710.

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.