ESOP · DOL Form 5500 · 2023

Tates Rents, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
122
Participants Small participant base
76th
Percentile by assets National rank
$199,803
Avg per participant Above avg balance/head
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Official DOL plan name: Tates Rents, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Tates Rents, Inc. · Idaho · Real Estate

$24M in assets, 122 participants

Tates Rents, Inc.'s Tates Rents, Inc. Employee Stock Ownership Plan and Trust reported $24M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,213 in Real Estate (4,727 peers)

Coverage in Idaho

Tates Rents, Inc. Employee Stock Ownership Plan and Trust covers 122 participants in Idaho, about 35% of the average Idaho filer (state average ~347 per filing). Assets: $24M.

#4,213
in Real Estate (4,727 peers)
+109.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Tates Rents, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Tates Rents, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$24,376,000 Top 24% higher than 76% 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

Tates Rents, Inc. Employee Stock Ownership Plan and Trust 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. Tates Rents, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tates Rents, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $6M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Tates Rents, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $12M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Tates Rents, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 86 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 820467137 · Tates Rents, Inc. PY 2023 · ESOP

Tates Rents, Inc. Employee Stock Ownership Plan and Trust · $24M · 122 · 76th

  • SCH $24M
  • EBSA 122
  • PART 76th
  • TYPE ESOP
  • NET near Spirol International Holding Corp ESOP & Mpp Plan
  • BOOK ind #4213

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 Idaho →

Tates Rents, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Ata Engineering, Inc. Employee Stock Ownership PlanAta Engineering, Inc. Employ…$24MTates Rents, Inc. Employee Stock Ownership Plan and TrustTates Rents, Inc. Employee S…$24MSpirol International Holding Corp ESOP & Mpp PlanSpirol International Holding…$24MRemco, Inc. Employee Stock Ownership PlanRemco, Inc. Employee Stock O…$24MThe Mosser Group Employee Stock Ownership Plan and TrustThe Mosser Group Employee St…$24M
End-of-year total assets ($M) among Tates Rents, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$18M
Net Income$13M
Employer EIN820467137
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tates Rents, Inc.)

Sponsor-wide plan assets over time

All Tates Rents, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 69.50440648756567% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.5M $24.6M ▲ +69.5%
Year Plans Participants Total Assets
2022 2 176 $15M
2023 1 122 $24M
2024 1 120 $25M

Nearby ESOP Plans in Idaho

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

Tates Rents, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants Tates Rents, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.024376 · Participants: 122Tates Rents, Inc. Employee Stock Ownership Plan and TrustWinco Employee Stock Ownership Plan, Total assets ($B): 4.656219713 · Participants: 16664Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.255999157 · Participants: 1341Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.242106302 · Participants: 1015Litehouse, Inc. Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229611549 · Participants: 659Stellar Industries, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.217520907 · Participants: 1130Litehouse, Inc. Employee Stock Ownership Plan
Tates Rents, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Tates Rents, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Tates Rents, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Spirol International Holding Corp ESOP & Mpp Plan in CT ($24M); by covered participants it is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Tates Rents, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Tates Rents, Inc. Employee Stock Ownership Plan and Trust surged - up 109.7% during 2023, from $12M to $24M. Reported net income was $13M.
How have Tates Rents, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tates Rents, Inc.'s sponsor-wide assets grew 69.5%, from $15M to $25M.
Where does Tates Rents, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Tates Rents, Inc. Employee Stock Ownership Plan and Trust ranks in the 76th 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 Tates Rents, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Spirol International Holding Corp ESOP & Mpp Plan in CT ($24M, 287 participants).
Which ESOP plans cover a similar participant headcount to Tates Rents, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Chestnut Ridge Foam, Inc. Employee Stock Ownership Plan in PA (122 participants, $30M 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 820467137.

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.