ESOP · DOL Form 5500 · 2022
Taylor-Listug, Inc. ESOP
Data updated 2026-08-11
- $172M
- Total assets
- 1,109
- Participants
- 95th
- Percentile by assets
- $155,499
- Avg per participant
Official DOL plan name: Taylor-Listug, Inc. Employee Stock Ownership Plan · Sponsored by Taylor-Listug, Inc. · California · Manufacturing
$172M in assets, 1,109 participants
Taylor-Listug, Inc.'s Taylor-Listug, Inc. Employee Stock Ownership Plan reported $172M in total assets and 1,109 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #19,024 in Manufacturing (20,602 peers)
Where Taylor-Listug, Inc. Employee Stock Ownership Plan sits by assets
Taylor-Listug, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $172M for 1,109 participants (~$155,499/participant), down 7.6% in 2022.
- $172M
- total plan assets (2022 EOY)
- 1,109
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $155,499
- avg assets per participant
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Taylor-Listug, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Taylor-Listug, Inc. Employee Stock Ownership Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $187M |
|---|---|
| Net Assets (End of Year) | -$34M |
| Net Income | -$13M |
| Employer EIN | 330008323 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Taylor-Listug, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,628 | $224M |
| 2023 | 2 | 1,621 | $164M |
| 2024 | 2 | 1,363 | $115M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Taylor-Listug, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Taylor-Listug, Inc. Employee Stock Ownership Plan by total assets, not by location.
- National Nail Corp. Employee Stock Ownership Plan (MI) $174M · 170
- Employee Stock Ownership Plan of the Bank of New York Company, Inc. (PA) $171M · 2,732
- Envision Management Holding, Inc. Employee Stock Ownership Plan (CO) $171M · 932
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan (NY) $176M · 482
Frequently Asked Questions
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Next read for Taylor-Listug, Inc. Employee Stock Owner…
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Ways to act on Taylor-Listug, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Taylor-Listug, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Taylor-Listug, Inc.'s sponsor-wide assets have declined 48.6% since 2022 across 3 plan years on file. More Manufacturing plans