ESOP · DOL Form 5500 · 2022

Royal Brass, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
152
Participants Small participant base
55th
Percentile by assets National rank
$40,299
Avg per participant Low balance/head
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Official DOL plan name: Royal Brass & Hose Employee Stock Ownership Plan · Sponsored by Royal Brass, Inc. · Tennessee · Wholesale Trade

$6M in assets, 152 participants

Royal Brass, Inc.'s Royal Brass & Hose Employee Stock Ownership Plan reported $6M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #2,977 in Wholesale Trade (6,843 peers)

Coverage in Tennessee

Royal Brass & Hose Employee Stock Ownership Plan covers 152 participants in Tennessee, about 13% of the average Tennessee filer (state average ~1,126 per filing). Assets: $6M.

#2,977
in Wholesale Trade (6,843 peers)
+10.6%
assets growth YoY

Royal Brass & Hose Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Royal Brass & Hose Employee Stock Ownership Plan vs every filed plan by assets

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

$6,125,383 Top 45% higher than 55% 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

Royal Brass & Hose Employee Stock Ownership Plan 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. Royal Brass & Hose Employee Stock Ownership Plan sits mid-pack in the medium band (152 participants).

Published 5500 schedule card

Filing strip 620694119 · Royal Brass, Inc. PY 2022 · ESOP

Royal Brass & Hose Employee Stock Ownership Plan · $6M · 152 · 55th

  • ASSETS $6M
  • ASSETS 152
  • ASSETS 55th
  • ASSETS ESOP
  • ASSETS near Midwest Metalcraft & Equipment Employee Stock Ownership Plan
  • ASSETS ind #2977

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 →

Royal Brass & Hose Employee Stock Ownership Plan in the asset neighbourhood

Royal Brass & Hose Employee Stock Ownership PlanRoyal Brass & Hose Employee …$6MMidwest Metalcraft & Equipment Employee Stock Ownership PlanMidwest Metalcraft & Equipme…$6MCook, Flatt and Strobel Engineers, P.a. Employee Stock Ownership PlanCook, Flatt and Strobel Engi…$6MCalifornia Boiler, Inc. Employee Stock Ownership PlanCalifornia Boiler, Inc. Empl…$6MInternational Hydraulics, Inc. Employee Stock Ownership PlanInternational Hydraulics, In…$6M
End-of-year total assets ($M) among Royal Brass & Hose Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN620694119
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Royal Brass, Inc.)

Sponsor-wide plan assets over time

All Royal Brass, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 14.693960864551059% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $18.1M $20.7M ▲ +14.7%
Year Plans Participants Total Assets
2022 2 306 $18M
2023 2 319 $20M
2024 2 379 $21M

Nearby ESOP Plans in Tennessee

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

Royal Brass & Hose Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Royal Brass & Hose Employee Stock Ownership Plan, Total assets ($M): 6.125383 · Participants: 152Royal Brass & Hose Employee Stock Ownership PlanBarr 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
Royal Brass & Hose Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Royal Brass & Hose Employee Stock Ownership Plan side-by-side with 3 peers →

Royal Brass & Hose Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Midwest Metalcraft & Equipment Employee Stock Ownership Plan in MO ($6M); by covered participants it is Story Construction Employee Stock Ownership Plan in IA (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Royal Brass & Hose Employee Stock Ownership Plan assets move in 2022? ▼
Royal Brass & Hose Employee Stock Ownership Plan grew at a solid clip - up 10.6% during 2022, from $6M to $6M. Reported net income was $1M.
How have Royal Brass, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royal Brass, Inc.'s sponsor-wide assets grew 14.7%, from $18M to $21M.
Which ESOP plans are similar in size to Royal Brass & Hose Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Midwest Metalcraft & Equipment Employee Stock Ownership Plan in MO ($6M, 32 participants).
Which ESOP plans cover a similar participant headcount to Royal Brass & Hose Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Story Construction Employee Stock Ownership Plan in IA (152 participants, $410K 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 620694119.

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.