ESOP · DOL Form 5500 · 2022

Taylor-Listug, Inc. ESOP

Data updated 2026-08-25

$172M
Total assets Near avg plan size
1,109
Participants Near avg headcount
95th
Percentile by assets National rank
$155,499
Avg per participant Above avg balance/head
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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.

  • #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.

#19,024
in Manufacturing (20,602 peers)
-7.6%
assets change YoY
1.7×
vs typical plan assets (national mean)

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's outsized position by total assets

Taylor-Listug, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$172,448,099 Top 5% higher than 95% 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

Taylor-Listug, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor-Listug, Inc. Employee Stock Ownership Plan lands in the large band (1,109 participants).

DOL schedule card

Filing strip 330008323 · Taylor-Listug, Inc. PY 2022 · ESOP

Taylor-Listug, Inc. Employee Stock Ownership Plan · $172M · 1,109 · 95th

  • BOY $172M
  • SCH 1,109
  • EBSA 95th
  • PART ESOP
  • TYPE near National Nail Corp. Employee Stock Ownership Plan
  • NET ind #19024

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 California →

Taylor-Listug, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Marshall & Sterling Enterprises, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterpri…$176MNational Nail Corp. Employee Stock Ownership PlanNational Nail Corp. Employee…$174MTaylor-Listug, Inc. Employee Stock Ownership PlanTaylor-Listug, Inc. Employee…$172MEmployee Stock Ownership Plan of the Bank of New York Company, Inc.Employee Stock Ownership Pla…$171MEnvision Management Holding, Inc. Employee Stock Ownership PlanEnvision Management Holding,…$171M
End-of-year total assets ($M) among Taylor-Listug, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$187M
Net Assets (End of Year)-$34M
Net Income-$13M
Employer EIN330008323
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taylor-Listug, Inc.)

Sponsor-wide plan assets over time

All Taylor-Listug, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 48.551790620417734% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $224M $115M ▼ -48.6%
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 Scatter plot of 6 data points. -20000200040006000800010000 01234 Total assets ($B) Participants Taylor-Listug, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.172448099 · Participants: 1109Taylor-Listug, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Taylor-Listug, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Taylor-Listug, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Taylor-Listug, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is National Nail Corp. Employee Stock Ownership Plan in MI ($174M); by covered participants it is Okonite Company Employees Stock Ownership Plan in NJ (1,111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,109 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 Taylor-Listug, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Taylor-Listug, Inc. Employee Stock Ownership Plan pulled back noticeably - down 7.6% during 2022, from $187M to $172M. Reported net income was -$13M.
How have Taylor-Listug, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor-Listug, Inc.'s sponsor-wide assets declined 48.6%, from $224M to $115M.
Where does Taylor-Listug, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Taylor-Listug, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Taylor-Listug, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is National Nail Corp. Employee Stock Ownership Plan in MI ($174M, 170 participants).
Which ESOP plans cover a similar participant headcount to Taylor-Listug, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Okonite Company Employees Stock Ownership Plan in NJ (1,111 participants, $376M 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 330008323.

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.