ESOP · DOL Form 5500 · 2023
Tfi, Inc. D/B/a Tf Publishing ESOP
Data updated 2026-08-11
- $19M
- Total assets
- 52
- Participants
- 71st
- Percentile by assets
- $360,171
- Avg per participant
Official DOL plan name: Tf Publishing Employee Stock Ownership Plan · Sponsored by Tfi, Inc. D/B/a Tf Publishing · Indiana · Retail Trade
$19M in assets, 52 participants
Tfi, Inc. D/B/a Tf Publishing's Tf Publishing Employee Stock Ownership Plan reported $19M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 127,072 plans)
- #6,878 in Retail Trade (8,414 peers)
Tfi, Inc. D/B/a Tf Publishing multi-year trail
Tfi, Inc. D/B/a Tf Publishing's plans moved -25.4% in assets from 2022 to 2024; this filing shows Tf Publishing Employee Stock Ownership Plan at $19M / 52 participants.
- $19M
- total plan assets (2023 EOY)
- 52
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $360,171
- avg assets per participant
The plan reported a net loss of $170K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tf Publishing Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to -$170K in the plan year 2023 filing.
- Tf Publishing Employee Stock Ownership Plan reported participants fell from 54 in the plan year 2022 filing to 52 in the plan year 2023 filing.
- Tf Publishing Employee Stock Ownership Plan end-of-year assets fell from $19M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Tfi, Inc. D/B/a Tf Publishing across 3 plan years on file
Across the 3 plan years Tfi, Inc. D/B/a Tf Publishing has on file (2022-2024), sponsor-wide plan assets have moved from $19M to $14M, a decline of 25.4%, while reported participants moved from 54 to 47 (-13.0%). Peak year by sponsor assets: 2022 ($19M); trough: 2024 ($14M).
Tfi, Inc. D/B/a Tf Publishing multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 54 | $19M |
| 2023 | 1 | 52 | $19M |
| 2024 | 1 | 47 | $14M |
Tfi, Inc. D/B/a Tf Publishing filing trail (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$170K |
| Employer EIN | 352139865 |
| Plan Effective Date | 2015-11-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Tf Publishing Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Urschel Laboratories Employee Stock Ownership Plan $366M · 487
- Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Tf Publishing Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Tf Publishing Employee Stock Ownership Plan's numbers.
- By total assets, Tf Publishing Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Tfi, Inc. D/B/a Tf Publishing's sponsor-wide assets have declined 25.4% since 2022 across 3 plan years on file. More Retail Trade plans