ESOP · DOL Form 5500 · 2022

Owen Tree Service, Inc. ESOP

Data updated 2026-08-25

$420K
Total assets Small plan by assets
59
Participants Small participant base
17th
Percentile by assets National rank
$7,119
Avg per participant Low balance/head
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Official DOL plan name: Owen Tree Service, Inc. Employee Stock Ownership Plan · Sponsored by Owen Tree Service, Inc. · Michigan · Other Services

$420K in assets, 59 participants

Owen Tree Service, Inc.'s Owen Tree Service, Inc. Employee Stock Ownership Plan reported $420K in total assets and 59 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #3,006 in Other Services (8,398 peers)

Owen Tree Service, Inc. multi-year trail

Owen Tree Service, Inc.'s plans moved +123.8% in assets from 2022 to 2024; this filing shows Owen Tree Service, Inc. Employee Stock Ownership Plan at $420K / 59 participants.

#3,006
in Other Services (8,398 peers)
+35.5%
assets growth YoY

Owen Tree Service, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Owen Tree Service, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$420,000 17th percentile higher than 17% 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

Owen Tree Service, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owen Tree Service, Inc. Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 800334941 · Owen Tree Service, Inc. PY 2022 · ESOP

Owen Tree Service, Inc. Employee Stock Ownership Plan · $420K · 59 · 17th

  • EBSA $420K
  • EBSA 59
  • EBSA 17th
  • EBSA ESOP
  • EBSA near Pentecom Employee Stock Ownership Plan
  • EBSA ind #3006

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 Michigan →

Owen Tree Service, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Owen Tree Service, Inc. Employee Stock Ownership PlanOwen Tree Service, Inc. Empl…$420KPentecom Employee Stock Ownership PlanPentecom Employee Stock Owne…$420KDevelopment Strategies, Inc. Employee Stock Ownership PlanDevelopment Strategies, Inc.…$421KD&o Engineering Co., Inc. Employee Stock Ownership PlanD&o Engineering Co., Inc. Em…$421KSpecceramics, Inc. Employee Stock Ownership PlanSpecceramics, Inc. Employee …$422K
End-of-year total assets ($M) among Owen Tree Service, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Owen Tree Service, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Owen Tree Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$940K 123.80952380952381% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.42M $0.94M ▲ +123.8%
Year Plans Participants Total Assets
2022 1 59 $420K
2023 1 59 $1M
2024 1 59 $940K

Owen Tree Service, Inc. filing trail (2022)

Total Assets (Beginning of Year)$310K
Net Assets (End of Year)$327K
Net Income$113K
Employer EIN800334941
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

Owen Tree Service, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -0.500.511.5 Total assets ($B) Participants Owen Tree Service, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00042 · Participants: 59Owen Tree Service, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.052163391 · Participants: 1155Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.725583306 · Participants: 1817The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.394784403 · Participants: 977Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.191093331 · Participants: 209Motor City Electric Co. Employee Stock Ownership PlanBandit Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.181896 · Participants: 591Bandit Holding Company, Inc. Employee Stock Ownership Plan
Owen Tree Service, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Owen Tree Service, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Owen Tree Service, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Pentecom Employee Stock Ownership Plan in TX ($420K); by covered participants it is Transmarine Navigation Corporation Profit Sharing Plan in CA (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Owen Tree Service, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Owen Tree Service, Inc. Employee Stock Ownership Plan surged - up 35.5% during 2022, from $310K to $420K. Reported net income was $113K.
How have Owen Tree Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Owen Tree Service, Inc.'s sponsor-wide assets grew 123.8%, from $420K to $940K.
Where does Owen Tree Service, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Owen Tree Service, Inc. Employee Stock Ownership Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Owen Tree Service, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pentecom Employee Stock Ownership Plan in TX ($420K, 69 participants).
Which ESOP plans cover a similar participant headcount to Owen Tree Service, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Transmarine Navigation Corporation Profit Sharing Plan in CA (59 participants, $11M 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 800334941.

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.