ESOP · DOL Form 5500 · 2023
Toltz King Duvall Anderson and Associates Incorporated ESOP
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 345
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $149,444
- Avg per participant Above avg balance/head
Official DOL plan name: Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan · Sponsored by Toltz King Duvall Anderson and Associates Incorporated · Minnesota · Professional & Technical Services
$52M in assets, 345 participants
Toltz King Duvall Anderson and Associates Incorporated's Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan reported $52M in total assets and 345 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #17,660 in Professional & Technical Services (20,321 peers)
Coverage in Minnesota
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan covers 345 participants in Minnesota, about 31% of the average Minnesota filer (state average ~1,126 per filing). Assets: $52M.
- #17,660
- in Professional & Technical Services (20,321 peers)
- +13.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan's outsized position by total assets
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,558,196 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan sits mid-pack in the medium band (345 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan end-of-year assets rose from $46M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan reported participants rose from 317 in the plan year 2022 filing to 345 in the plan year 2023 filing.
DOL schedule card
Filing strip 410579540 · Toltz King Duvall Anderson and Associates Incorporated PY 2023 · ESOP
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan · $52M · 345 · 86th
- EOY $52M
- 5500 345
- ASSETS 86th
- PCT ESOP
- EIN near Ksa Lighting & Controls, Inc. Employee Stock Ownership Plan and Trust
- RANK ind #17660
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 Minnesota →
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $6M |
| Employer EIN | 410579540 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Toltz King Duvall Anderson and Associates Incorporated)
Sponsor-wide plan assets over time
All Toltz King Duvall Anderson and Associates Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $126M 34.01152975553083% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 629 | $94M |
| 2023 | 2 | 688 | $111M |
| 2024 | 2 | 759 | $126M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $899M · 11,644
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $498M · 789
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $432M · 446
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $432M · 4,575
- Force America Inc. Employee Stock Ownership Plan $427M · 412
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Ksa Lighting & Controls, Inc. Employee Stock Ownership Plan and Trust in IL ($51M); by covered participants it is Carestar, Inc. Employee Stock Ownership Plan in OH (345 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Ksa Lighting & Controls, Inc. Employee Stock Ownership Plan and Trust (IL) $51M · 91
- Fishback Financial Corporation Employee Stock Ownership Plan (SD) $52M · 713
- Lockheed Martin Corporation Basic Benefit Plan for Hourly Employees (MD) $52M · 10,489
- Concrete Supply Co. Inc. Employee Stock Ownership Plan (GA) $52M · 219
Similar participant headcount
Nearest other-state filings by covered participants (345 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.