ESOP · DOL Form 5500 · 2022

Towneley Capital Management, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
43rd
Percentile by assets National rank
$239,163
Avg per participant Above avg balance/head
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Official DOL plan name: Tcm Employee Stock Ownership Plan · Sponsored by Towneley Capital Management, Inc. · California · Finance & Insurance

$3M in assets, 14 participants

Towneley Capital Management, Inc.'s Tcm Employee Stock Ownership Plan reported $3M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,678 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Tcm Employee Stock Ownership Plan holds $3M for 14 participants - about $239,163 per participant, in the lower half of filed plans by assets.

#2,678
in Finance & Insurance (9,261 peers)
+6.6%
assets growth YoY

Tcm Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Tcm Employee Stock Ownership Plan vs every filed plan by assets

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

$3,348,281 43rd percentile higher than 43% 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

Tcm 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. Tcm Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 463728846 · Towneley Capital Management, Inc. PY 2022 · ESOP

Tcm Employee Stock Ownership Plan · $3M · 14 · 43rd

  • ASSETS $3M
  • ASSETS 14
  • ASSETS 43rd
  • ASSETS ESOP
  • ASSETS near Organ Supply Industries, Inc. ESOP
  • ASSETS ind #2678

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 →

Tcm Employee Stock Ownership Plan in the asset neighbourhood

Pieper-Houston Electric Employee Stock Ownership PlanPieper-Houston Electric Empl…$3MTcm Employee Stock Ownership PlanTcm Employee Stock Ownership…$3MOrgan Supply Industries, Inc. ESOPOrgan Supply Industries, Inc…$3MPistone/Rainsford,Inc. Employee Stock Ownership PlanPistone/Rainsford,Inc. Emplo…$3MStructures Employee Stock Ownership PlanStructures Employee Stock Ow…$3M
End-of-year total assets ($M) among Tcm Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$206K
Employer EIN463728846
Plan Effective Date2013-09-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Towneley Capital Management, Inc.)

Sponsor-wide plan assets over time

All Towneley Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 9.83128357506434% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $3.35M $3.02M ▼ -9.9%
Year Plans Participants Total Assets
2022 1 14 $3M
2023 1 13 $3M
2024 1 15 $3M

Nearby ESOP Plans in California

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

Tcm Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Tcm Employee Stock Ownership Plan, Total assets ($B): 0.003348281 · Participants: 14Tcm 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
Tcm Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Tcm Employee Stock Ownership Plan side-by-side with 3 peers →

Tcm Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Organ Supply Industries, Inc. ESOP in PA ($3M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Tcm Employee Stock Ownership Plan assets move in 2022? ▼
Tcm Employee Stock Ownership Plan grew at a solid clip - up 6.6% during 2022, from $3M to $3M. Reported net income was $206K.
How have Towneley Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Towneley Capital Management, Inc.'s sponsor-wide assets declined 9.8%, from $3M to $3M.
Which ESOP plans are similar in size to Tcm Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Organ Supply Industries, Inc. ESOP in PA ($3M, 48 participants).
Which ESOP plans cover a similar participant headcount to Tcm Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (14 participants, $2M 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 463728846.

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.