ESOP · DOL Form 5500 · 2023

Illinois Tool Works Inc. ESOP

Data updated 2026-08-25

$611K
Total assets Small plan by assets: N/A
Participants Small participant base: 20th
Percentile by assets National rank

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Official DOL plan name: Traulsen & Co., Inc. Employee Stock Ownership Plan · Sponsored by Illinois Tool Works Inc. · Illinois · Manufacturing

$611K in assets, N/A participants

Illinois Tool Works Inc.'s Traulsen & Co., Inc. Employee Stock Ownership Plan reported $611K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

#1,516 in Manufacturing (18,722 peers)

What the 2023 filing shows

Traulsen & Co., Inc. Employee Stock Ownership Plan holds $611K for N/A participants, among the smaller plans by assets on file.

#1,516
in Manufacturing (18,722 peers): +4.6%
assets growth YoY

Traulsen & Co., Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Traulsen & Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$610,555 20th percentile higher than 20% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Traulsen & Co., Inc. Employee Stock Ownership Plan reported net income rose from $16K in the plan year 2022 filing to $27K in the plan year 2023 filing.
Traulsen & Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $584K in the plan year 2022 filing to $611K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 361258310 · Illinois Tool Works Inc. PY 2023 · ESOP

Traulsen & Co., Inc. Employee Stock Ownership Plan · $611K · N/A · 20th

EOY $611K
EOY N/A
EOY 20th
EOY ESOP
EOY near Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan
EOY ind #1516

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 Illinois →

End-of-year total assets ($M) among Traulsen & Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$584K
Net Assets (End of Year)	$326K
Net Income	$27K
Employer EIN	361258310
Plan Effective Date	1978-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Illinois Tool Works Inc.)

Latest sponsor-wide plan assets: $5.5B 9.090523144238006% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	5	20,148	$5.0B
2023	5	20,227	$5.4B
2024	5	19,189	$5.5B

Nearby ESOP Plans in Illinois

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

Traulsen & Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
Bdo USA Employee Stock Ownership Plan $915M · 10,168
Bdo USA Employee Stock Ownership Plan $915M · 10,168

Compare Traulsen & Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Traulsen & Co., Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Illinois, the nearest ESOP by end-of-year assets is Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan in FL at $611K (this filing: $611K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($611K here).

Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan (FL) $611K · 48
Robertson & Olson Construction, Inc Employee Stock Ownership Plan (WA) $610K · 56
Haley's Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan (IN) $610K · 18
The Arlee Group Employee Stock Ownership Plan (NY) $613K · 21

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 Traulsen & Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Traulsen & Co., Inc. Employee Stock Ownership Plan edged up modestly - up 4.6% during 2023, from $584K to $611K. Reported net income was $27K.

How have Illinois Tool Works Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Illinois Tool Works Inc.'s sponsor-wide assets grew 9.1%, from $5.0B to $5.5B.

Where does Traulsen & Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Traulsen & Co., Inc. Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which ESOP plans are similar in size to Traulsen & Co., Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan in FL ($611K, 48 participants).

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 361258310.