ESOP · DOL Form 5500 · 2023

Trc Global Mobility Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
54
Participants Small participant base
41st
Percentile by assets National rank
$77,136
Avg per participant Below avg balance/head
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Official DOL plan name: Trc Global Mobility Inc. Employee Stock Ownership Plan · Sponsored by Trc Global Mobility Inc. · Wisconsin · Real Estate

$4M in assets, 54 participants

Trc Global Mobility Inc.'s Trc Global Mobility Inc. Employee Stock Ownership Plan reported $4M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,878 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Trc Global Mobility Inc. Employee Stock Ownership Plan ranks #2,878 of 4,727 2023 filers by assets (623% of the sector average)-$4M for 54 participants.

#2,878
in Real Estate (4,727 peers)
-12.0%
assets change YoY

The plan reported a net loss of $484K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trc Global Mobility Inc. Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers

Trc Global Mobility Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,165,337 41st percentile higher than 41% 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

Trc Global Mobility 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. Trc Global Mobility Inc. Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trc Global Mobility Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to -$484K in the plan year 2023 filing.
  • Trc Global Mobility Inc. Employee Stock Ownership Plan reported participants fell from 66 in the plan year 2022 filing to 54 in the plan year 2023 filing.
  • Trc Global Mobility Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391440683 · Trc Global Mobility Inc. PY 2023 · ESOP

Trc Global Mobility Inc. Employee Stock Ownership Plan · $4M · 54 · 41st

  • BOOK $4M
  • VS-ST 54
  • BOY 41st
  • SCH ESOP
  • EBSA near Acme Foundry, Inc. Employees Stock Ownership Trust
  • PART ind #2878

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 Wisconsin →

Trc Global Mobility Inc. Employee Stock Ownership Plan in the asset neighbourhood

Trc Global Mobility Inc. Employee Stock Ownership PlanTrc Global Mobility Inc. Emp…$4MAcme Foundry, Inc. Employees Stock Ownership TrustAcme Foundry, Inc. Employees…$4MVeros Financial Holdings, Inc. ESOPVeros Financial Holdings, In…$4MCity First Bank, NA Employee Stock Ownership PlanCity First Bank, NA Employee…$4MTeksouth Corporation Employee Stock Ownership PlanTeksouth Corporation Employe…$4M
End-of-year total assets ($M) among Trc Global Mobility Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$1M
Net Income-$484K
Employer EIN391440683
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trc Global Mobility Inc.)

Sponsor-wide plan assets over time

All Trc Global Mobility Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 9.104975720459327% vs 2022
2024 filing year
$4M$4.2M$4.4M$4.6M$4.8M 202220232024 $4.73M $4.3M ▼ -9.1%
Year Plans Participants Total Assets
2022 1 66 $5M
2023 1 54 $4M
2024 1 75 $4M

Nearby ESOP Plans in Wisconsin

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

Trc Global Mobility Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Trc Global Mobility Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004165337 · Participants: 54Trc Global Mobility Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Trc Global Mobility Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Trc Global Mobility Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Trc Global Mobility Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Acme Foundry, Inc. Employees Stock Ownership Trust in KS ($4M); by covered participants it is Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Trc Global Mobility Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Trc Global Mobility Inc. Employee Stock Ownership Plan pulled back noticeably - down 12.0% during 2023, from $5M to $4M. Reported net income was -$484K.
How have Trc Global Mobility Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trc Global Mobility Inc.'s sponsor-wide assets declined 9.1%, from $5M to $4M.
Which ESOP plans are similar in size to Trc Global Mobility Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Acme Foundry, Inc. Employees Stock Ownership Trust in KS ($4M, 363 participants).
Which ESOP plans cover a similar participant headcount to Trc Global Mobility Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants, $7M 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 391440683.

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.