ESOP · DOL Form 5500 · 2023

Tra Holdings, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
21
Participants Small participant base
45th
Percentile by assets National rank
$241,740
Avg per participant Above avg balance/head
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Official DOL plan name: T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Tra Holdings, Inc. · Indiana · Professional & Technical Services

$5M in assets, 21 participants

Tra Holdings, Inc.'s T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan reported $5M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,646 in Professional & Technical Services (20,321 peers)

Tra Holdings, Inc. multi-year trail

Tra Holdings, Inc.'s plans moved +36.7% in assets from 2022 to 2024; this filing shows T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan at $5M / 21 participants.

#8,646
in Professional & Technical Services (20,321 peers)
+13.1%
assets growth YoY

T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,076,535 45th percentile higher than 45% of 127,068 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 2023

T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to $590K in the plan year 2023 filing.
  • T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 24 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 861224707 · Tra Holdings, Inc. PY 2023 · ESOP

T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan · $5M · 21 · 45th

  • VS-ST $5M
  • VS-ST 21
  • VS-ST 45th
  • VS-ST ESOP
  • VS-ST near Consolidated Graphics Group, Inc. Employee Stock Ownership Plan and Trust
  • VS-ST ind #8646

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 Indiana →

T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bachman, Inc. ESOP$5MT.R. Arnold & Associates, Inc. Employee Stock Ownership PlanT.R. Arnold & Associates, In…$5MConsolidated Graphics Group, Inc. Employee Stock Ownership Plan and TrustConsolidated Graphics Group,…$5MXl Fire Protection, Inc. Employee Stock Ownership PlanXl Fire Protection, Inc. Emp…$5MFoster Electric Company, Inc. Employee Stock Ownership PlanFoster Electric Company, Inc…$5M
End-of-year total assets ($M) among T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tra Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tra Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 36.745356455493635% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.49M $6.14M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 24 $4M
2023 1 21 $5M
2024 1 21 $6M

Tra Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$590K
Employer EIN861224707
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005076535 · Participants: 21T.R. Arnold & Associates, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Consolidated Graphics Group, Inc. Employee Stock Ownership Plan and Trust in OH ($5M); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 13.1% during 2023, from $4M to $5M. Reported net income was $590K.
How have Tra Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tra Holdings, Inc.'s sponsor-wide assets grew 36.7%, from $4M to $6M.
Which ESOP plans are similar in size to T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Consolidated Graphics Group, Inc. Employee Stock Ownership Plan and Trust in OH ($5M, 124 participants).
Which ESOP plans cover a similar participant headcount to T.R. Arnold & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 861224707.

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.