ESOP · DOL Form 5500 · 2022

Brian Tooley Racing, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
41
Participants Small participant base
58th
Percentile by assets National rank
$175,517
Avg per participant Above avg balance/head
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Official DOL plan name: Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Brian Tooley Racing, Inc. · Kentucky · Retail Trade

$7M in assets, 41 participants

Brian Tooley Racing, Inc.'s Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust reported $7M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #6,507 in Retail Trade (9,519 peers)

Brian Tooley Racing, Inc. multi-year trail

Brian Tooley Racing, Inc.'s plans moved +209.9% in assets from 2022 to 2024; this filing shows Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust at $7M / 41 participants.

#6,507
in Retail Trade (9,519 peers)
+7.0%
assets growth YoY

Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$7,196,206 Top 42% higher than 58% 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

Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust is a small filing (41 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 472511490 · Brian Tooley Racing, Inc. PY 2022 · ESOP

Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust · $7M · 41 · 58th

  • PHOTO $7M
  • IND 41
  • EOY 58th
  • 5500 ESOP
  • ASSETS near U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #6507

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 Kentucky →

Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Nortex Communications Company Stock Bonus Employee Stock Ownership PlanNortex Communications Compan…$7MBrian Tooley Racing, Inc. Employee Stock Ownership Plan and TrustBrian Tooley Racing, Inc. Em…$7MU.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and TrustU.P. Engineers & Architects,…$7MJ.M. Grimstad, Inc. Employee Stock Ownership PlanJ.M. Grimstad, Inc. Employee…$7MCole's Employee Stock Ownership Plan & Trust AgreementCole's Employee Stock Owners…$7M
End-of-year total assets ($M) among Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Brian Tooley Racing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Brian Tooley Racing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 209.88815495276262% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $7.2M $22.3M ▲ +209.7%
Year Plans Participants Total Assets
2022 1 41 $7M
2023 1 53 $10M
2024 1 56 $22M

Brian Tooley Racing, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$473K
Employer EIN472511490
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.007196206 · Participants: 41Brian Tooley Racing, Inc. Employee Stock Ownership Plan and TrustHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust in MI ($7M); by covered participants it is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 7.0% during 2022, from $7M to $7M. Reported net income was $473K.
How have Brian Tooley Racing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brian Tooley Racing, Inc.'s sponsor-wide assets grew 209.9%, from $7M to $22M.
Which ESOP plans are similar in size to Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and Trust in MI ($7M, 53 participants).
Which ESOP plans cover a similar participant headcount to Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (41 participants, $18M 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 472511490.

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.