ESOP · DOL Form 5500 · 2022

The Troxel Company ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
107
Participants Small participant base
42nd
Percentile by assets National rank
$30,999
Avg per participant Low balance/head
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Official DOL plan name: The Troxel Company Employee Stock Ownership Plan and Trust · Sponsored by The Troxel Company · Tennessee · Manufacturing

$3M in assets, 107 participants

The Troxel Company's The Troxel Company Employee Stock Ownership Plan and Trust reported $3M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #5,271 in Manufacturing (20,602 peers)

Coverage in Tennessee

The Troxel Company Employee Stock Ownership Plan and Trust covers 107 participants in Tennessee, about 9% of the average Tennessee filer (state average ~1,126 per filing). Assets: $3M.

#5,271
in Manufacturing (20,602 peers)
-32.6%
assets change YoY

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.

The Troxel Company Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

The Troxel Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$3,316,884 42nd percentile higher than 42% 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

The Troxel Company Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Troxel Company Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (107 participants).

EBSA filing schedule strip

Filing strip 620643944 · The Troxel Company PY 2022 · ESOP

The Troxel Company Employee Stock Ownership Plan and Trust · $3M · 107 · 42nd

  • PHOTO $3M
  • PHOTO 107
  • PHOTO 42nd
  • PHOTO ESOP
  • PHOTO near Thomas Gray & Associates Employee Stock Ownership Plan
  • PHOTO ind #5271

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 Tennessee →

The Troxel Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

The Troxel Company Employee Stock Ownership Plan and TrustThe Troxel Company Employee …$3MThomas Gray & Associates Employee Stock Ownership PlanThomas Gray & Associates Emp…$3MWillbrook Solutions, Inc. Employee Stock Ownership PlanWillbrook Solutions, Inc. Em…$3MAmb Financial Corp. Employee Stock Ownership PlanAmb Financial Corp. Employee…$3MCiti, Inc. Employee Stock Ownership PlanCiti, Inc. Employee Stock Ow…$3M
End-of-year total assets ($M) among The Troxel Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN620643944
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Troxel Company)

Sponsor-wide plan assets over time

All The Troxel Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 76.02380005357448% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $7.15M $1.71M ▼ -76.1%
Year Plans Participants Total Assets
2022 2 203 $7M
2023 1 108 $2M
2024 1 114 $2M

Nearby ESOP Plans in Tennessee

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

The Troxel Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants The Troxel Company Employee Stock Ownership Plan and Trust, Total assets ($M): 3.316884 · Participants: 107The Troxel Company Employee Stock Ownership Plan and TrustBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 448.826239 · Participants: 312Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 199.960184 · Participants: 184Zander Group Holdings, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.475903 · Participants: 5053ls, Inc. Employee Stock Ownership PlanPaladin Capital, Inc. ESOP, Total assets ($M): 99.01375 · Participants: 3771Paladin Capital, Inc. ESOPChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.135811 · Participants: 512Churchill Holdings, Inc. Employee Stock Ownership Plan
The Troxel Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare The Troxel Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Troxel Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Thomas Gray & Associates Employee Stock Ownership Plan in CA ($3M); by covered participants it is Community Bancshares, Inc. Employee Stock Ownership Plan and Trust in WA (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 The Troxel Company Employee Stock Ownership Plan and Trust assets move in 2022? ▼
The Troxel Company Employee Stock Ownership Plan and Trust contracted severely - down 32.6% during 2022, from $5M to $3M. Reported net income was -$2M.
How have The Troxel Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Troxel Company's sponsor-wide assets declined 76.0%, from $7M to $2M.
Which ESOP plans are similar in size to The Troxel Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Thomas Gray & Associates Employee Stock Ownership Plan in CA ($3M, 6 participants).
Which ESOP plans cover a similar participant headcount to The Troxel Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Community Bancshares, Inc. Employee Stock Ownership Plan and Trust in WA (107 participants, $828K 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 620643944.

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.