ESOP · DOL Form 5500 · 2022
Elan-Polo, Inc ESOP
Data updated 2026-08-25
- $394K
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $11,591
- Avg per participant Low balance/head
Official DOL plan name: Elan-Polo, Inc Employee Stock Ownership Plan · Sponsored by Elan-Polo, Inc · Tennessee · Wholesale Trade
$394K in assets, 34 participants
Elan-Polo, Inc's Elan-Polo, Inc Employee Stock Ownership Plan reported $394K in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.
- #525 in Wholesale Trade (6,843 peers)
Elan-Polo, Inc multi-year trail
Elan-Polo, Inc's plans moved -99.8% in assets from 2022 to 2024; this filing shows Elan-Polo, Inc Employee Stock Ownership Plan at $394K / 34 participants.
- #525
- in Wholesale Trade (6,843 peers)
- +0.0%
- assets growth YoY
Elan-Polo, Inc Employee Stock Ownership Plan among the smaller filed plans by assets
Elan-Polo, Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$394,096 16th percentile higher than 16% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Elan-Polo, Inc 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. Elan-Polo, Inc Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.
DOL schedule card
Filing strip 430832559 · Elan-Polo, Inc PY 2022 · ESOP
Elan-Polo, Inc Employee Stock Ownership Plan · $394K · 34 · 16th
- PART $394K
- PART 34
- PART 16th
- PART ESOP
- PART near Morgan-Marrow Company Employee Stock Ownership Plan & Trust
- PART ind #525
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 →
Elan-Polo, Inc Employee Stock Ownership Plan in the asset neighbourhood
Elan-Polo, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Elan-Polo, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $745 99.81095976614836% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $394K |
| 2023 | 1 | 34 | N/A |
| 2024 | 2 | 38 | $745 |
Elan-Polo, Inc filing trail (2022)
| Total Assets (Beginning of Year) | $394K |
|---|---|
| Net Assets (End of Year) | -$6M |
| Employer EIN | 430832559 |
| Plan Effective Date | 1966-03-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $449M · 312
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $200M · 184
- 3ls, Inc. Employee Stock Ownership Plan $118M · 505
- Paladin Capital, Inc. ESOP $99M · 3,771
- Churchill Holdings, Inc. Employee Stock Ownership Plan $93M · 512
Elan-Polo, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Tennessee, the nearest ESOP by assets is Morgan-Marrow Company Employee Stock Ownership Plan & Trust in VA ($391K); by covered participants it is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($394K here).
Similar participant headcount
Nearest other-state filings by covered participants (34 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.