ESOP · DOL Form 5500 · 2023

Owen Tree Service, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
59
Participants Small participant base
27th
Percentile by assets National rank
$24,068
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Owen Tree Service, Inc. Employee Stock Ownership Plan · Sponsored by Owen Tree Service, Inc. · Michigan · Other Services

$1M in assets, 59 participants

Owen Tree Service, Inc.'s Owen Tree Service, Inc. Employee Stock Ownership Plan reported $1M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,069 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Owen Tree Service, Inc. Employee Stock Ownership Plan ranks #4,069 of 7,857 2023 filers by assets (1413% of the sector average)-$1M for 59 participants.

#4,069
in Other Services (7,857 peers)
+238.1%
assets growth YoY

Owen Tree Service, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Owen Tree Service, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,420,000 27th percentile higher than 27% 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

Owen Tree Service, 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. Owen Tree Service, Inc. Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Owen Tree Service, Inc. Employee Stock Ownership Plan reported net income rose from $113K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Owen Tree Service, Inc. Employee Stock Ownership Plan end-of-year assets rose from $420K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 800334941 · Owen Tree Service, Inc. PY 2023 · ESOP

Owen Tree Service, Inc. Employee Stock Ownership Plan · $1M · 59 · 27th

  • ASSETS $1M
  • PCT 59
  • EIN 27th
  • RANK ESOP
  • PHOTO near The Superior Group, Inc. Stock Bonus Plan
  • IND ind #4069

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 Michigan →

Owen Tree Service, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Owen Tree Service, Inc. Employee Stock Ownership PlanOwen Tree Service, Inc. Empl…$1MThe Superior Group, Inc. Stock Bonus PlanThe Superior Group, Inc. Sto…$1MCodecraft, Inc. Employee Stock Ownership Plan and TrustCodecraft, Inc. Employee Sto…$1MRhinegeist Holding Company, Inc. Employee Stock Ownership PlanRhinegeist Holding Company, …$1MRound Grove Consolidation Inc. ESOPRound Grove Consolidation In…$1M
End-of-year total assets ($M) among Owen Tree Service, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$420K
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN800334941
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Owen Tree Service, Inc.)

Sponsor-wide plan assets over time

All Owen Tree Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$940K 123.80952380952381% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.42M $0.94M ▲ +123.8%
Year Plans Participants Total Assets
2022 1 59 $420K
2023 1 59 $1M
2024 1 59 $940K

Nearby ESOP Plans in Michigan

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

Owen Tree Service, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -0.500.511.5 Total assets ($B) Participants Owen Tree Service, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00142 · Participants: 59Owen Tree Service, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Owen Tree Service, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Owen Tree Service, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Owen Tree Service, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is The Superior Group, Inc. Stock Bonus Plan in AK ($1M); by covered participants it is Generations Bank Employee Stock Ownership Plan in NY (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Owen Tree Service, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Owen Tree Service, Inc. Employee Stock Ownership Plan surged - up 238.1% during 2023, from $420K to $1M. Reported net income was $1M.
How have Owen Tree Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Owen Tree Service, Inc.'s sponsor-wide assets grew 123.8%, from $420K to $940K.
Which ESOP plans are similar in size to Owen Tree Service, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Superior Group, Inc. Stock Bonus Plan in AK ($1M, 38 participants).
Which ESOP plans cover a similar participant headcount to Owen Tree Service, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Generations Bank Employee Stock Ownership Plan in NY (59 participants, $1M 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 800334941.

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.