ESOP · DOL Form 5500 · 2022
Truex Metier ESOP
Data updated 2026-08-25
- $623K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $51,933
- Avg per participant Low balance/head
Official DOL plan name: Truex Metier Employee Stock Ownership Plan · Sponsored by Truex Metier · California · Administrative & Support Services
$623K in assets, 12 participants
Truex Metier's Truex Metier Employee Stock Ownership Plan reported $623K in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #2,025 in Administrative & Support Services (4,927 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Truex Metier Employee Stock Ownership Plan ranks #2,025 of 4,927 2022 filers by assets (4630% of the sector average)-$623K for 12 participants.
- #2,025
- in Administrative & Support Services (4,927 peers)
- $623K
- reported net income
Truex Metier Employee Stock Ownership Plan among the smaller filed plans by assets
Truex Metier Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$623,200 20th percentile higher than 20% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Truex Metier 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. Truex Metier Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 943216425 · Truex Metier PY 2022 · ESOP
Truex Metier Employee Stock Ownership Plan · $623K · 12 · 20th
- IND $623K
- EOY 12
- 5500 20th
- ASSETS ESOP
- PCT near Clay County Savings Bank Employee Stock Ownership Plan
- EIN ind #2025
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 →
Truex Metier Employee Stock Ownership Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $623K |
| Net Income | $623K |
| Employer EIN | 943216425 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Truex Metier)
Sponsor-wide plan assets over time
All Truex Metier plans reported in each filing year
- Latest sponsor-wide plan assets
- $722K 15.82573812580231% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $623K |
| 2023 | 1 | 12 | $723K |
| 2024 | 1 | 12 | $722K |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
Truex Metier Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Clay County Savings Bank Employee Stock Ownership Plan in MO ($624K); by covered participants it is Averest, Incorporated Employee Stock Ownership Plan in GA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($623K here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.