ESOP · DOL Form 5500 · 2022

Trendwood, Inc. ESOP

Data updated 2026-08-11

$11M
Total assets
118
Participants
68th
Percentile by assets
$97,329
Avg per participant
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Official DOL plan name: Trendwood, Inc. Employee Stock Ownership Plan · Sponsored by Trendwood, Inc. · Arizona · Manufacturing

$11M in assets, 118 participants

Trendwood, Inc.'s Trendwood, Inc. Employee Stock Ownership Plan reported $11M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • 68th percentile by assets (of 139,126 plans)
  • #11,467 in Manufacturing (20,602 peers)

Coverage in Arizona

Trendwood, Inc. Employee Stock Ownership Plan covers 118 participants in Arizona, about 21% of the average Arizona filer (state average ~564 per filing). Assets: $11M.

$11M
total plan assets (2022 EOY)
118
covered participants
68th
percentile by assets (of 139,126 plans)
$97,329
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Trendwood, Inc. Employee Stock Ownership Plan sits by total assets

Trendwood, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,484,798 Top 32% higher than 68% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Arizona
Industry
Manufacturing

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Trendwood, Inc. Employee Stock Ownership Plan reports 118 participants - about 21% of that state average ($11M EOY assets).

Arizona filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN860502466
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trendwood, Inc.)

$6M$8M$10M$12M$14M 20222023 $11.7M $7.21M ▼ -38.1%
Total plan assets by year, all Trendwood, Inc. plans on file
Year Plans Participants Total Assets
2022 2 363 $12M
2023 1 118 $7M

Nearby ESOP Plans in Arizona

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

Trendwood, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants Trendwood, Inc. Empl…, Total assets ($M): 11.484798 · Participants: 118Trendwood, Inc. Empl…The Sundt Companies …, Total assets ($M): 653.823941 · Participants: 1879The Sundt Companies …U-Haul Holding Compa…, Total assets ($M): 498.168071 · Participants: 18179U-Haul Holding Compa…Spencer's Air Condit…, Total assets ($M): 309.035135 · Participants: 235Spencer's Air Condit…Pima Medical Institu…, Total assets ($M): 190.288581 · Participants: 1362Pima Medical Institu…Rvr Employee Stock O…, Total assets ($M): 144.534583 · Participants: 139Rvr Employee Stock O…
Trendwood, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Trendwood, Inc. Employee Stock Ownership… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Trendwood, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Trendwood, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Trendwood, Inc. Employee Stock Ownership Plan pulled back noticeably - down 13.4% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Trendwood, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Trendwood, Inc.'s sponsor-wide assets declined 38.1%, from $12M to $7M.
Which ESOP plans are similar in size to Trendwood, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is National Bureau of Property Administration, Inc. Employee Stock Ownership Plan in IL ($11M, 17 participants).

Next read for Trendwood, Inc. Employee Stock Ownership…

Filing takeaways

Ways to act on Trendwood, Inc. Employee Stock Ownership Plan's numbers.

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 860502466.

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.