ESOP · DOL Form 5500 · 2023

Thompson Surgical Instruments, Inc. ESOP ESOP

Data updated 2026-08-25

$50M
Total assets Below avg plan size
63
Participants Small participant base
85th
Percentile by assets National rank
$789,532
Avg per participant High balance/head
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Official DOL plan name: Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan · Sponsored by Thompson Surgical Instruments, Inc. ESOP · Michigan · Manufacturing

$50M in assets, 63 participants

Thompson Surgical Instruments, Inc. ESOP's Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan reported $50M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,786 in Manufacturing (18,722 peers)

Where Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan sits by assets

Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $50M for 63 participants (~$789,532/participant), up 27.2% in 2023.

#14,786
in Manufacturing (18,722 peers)
+27.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan's outsized position by total assets

Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$49,740,514 Top 15% higher than 85% 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

Thompson Surgical Instruments, 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. Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan end-of-year assets rose from $39M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan reported participants rose from 59 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363253380 · Thompson Surgical Instruments, Inc. ESOP PY 2023 · ESOP

Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan · $50M · 63 · 85th

  • PART $50M
  • TYPE 63
  • NET 85th
  • BOOK ESOP
  • VS-ST near Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan
  • BOY ind #14786

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 →

Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Whatever It Takes Transmission & Parts, Inc ESOPWhatever It Takes Transmissi…$50MGoettle Employee Stock Ownership PlanGoettle Employee Stock Owner…$50MBozzuto's Inc. Employees Profit Sharing and Stock Ownership PlanBozzuto's Inc. Employees Pro…$50MThompson Surgical Instruments, Inc. Employee Stock Ownership PlanThompson Surgical Instrument…$50MGayle Manufacturing Co., Inc. Employee Stock Ownership PlanGayle Manufacturing Co., Inc…$50M
End-of-year total assets ($M) among Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$50M
Net Income$11M
Employer EIN363253380
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thompson Surgical Instruments, Inc. ESOP)

Sponsor-wide plan assets over time

All Thompson Surgical Instruments, Inc. ESOP plans reported in each filing year

Latest sponsor-wide plan assets
$52M 33.66447649783916% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.1M $52.3M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 59 $39M
2023 1 63 $50M
2024 1 79 $52M

Nearby ESOP Plans in Michigan

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

Thompson Surgical Instruments, 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 ($B) Participants Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.049740514 · Participants: 63Thompson Surgical Instruments, 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
Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan in CT ($50M); by covered participants it is The First National Bank Employee Stock Ownership Plan in IL (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan grew sharply - up 27.2% during 2023, from $39M to $50M. Reported net income was $11M.
How have Thompson Surgical Instruments, Inc. ESOP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thompson Surgical Instruments, Inc. ESOP's sponsor-wide assets grew 33.7%, from $39M to $52M.
Where does Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan in CT ($50M, 1,288 participants).
Which ESOP plans cover a similar participant headcount to Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The First National Bank Employee Stock Ownership Plan in IL (63 participants, $355 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 363253380.

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.