ESOP · DOL Form 5500 · 2023

Tag Management, Inc. ESOP

Data updated 2026-08-25

$204K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$68,144
Avg per participant Below avg balance/head
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Official DOL plan name: Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement · Sponsored by Tag Management, Inc. · California · Professional & Technical Services

$204K in assets, 3 participants

Tag Management, Inc.'s Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement reported $204K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,731 in Professional & Technical Services (20,321 peers)

Tag Management, Inc. multi-year trail

Tag Management, Inc.'s plans moved +104.3% in assets from 2022 to 2024; this filing shows Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement at $204K / 3 participants.

#1,731
in Professional & Technical Services (20,321 peers)
+17.7%
assets growth YoY

Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement among the smaller filed plans by assets

Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets

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

$204,432 11th percentile higher than 11% 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

Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement reported net income rose from $25K in the plan year 2022 filing to $31K in the plan year 2023 filing.
  • Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement end-of-year assets rose from $174K in the plan year 2022 filing to $204K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330879925 · Tag Management, Inc. PY 2023 · ESOP

Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement · $204K · 3 · 11th

  • VS-ST $204K
  • BOY 3
  • SCH 11th
  • EBSA ESOP
  • PART near U.P. Fabricating Co. Inc. Employee Stock Ownership Plan
  • TYPE ind #1731

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 California →

Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood

Branca Holdings, Inc. Employee Stock Ownership Plan and TrustBranca Holdings, Inc. Employ…$208KTag Management, Inc. Employee Stock Ownership Plan and Trust AgreementTag Management, Inc. Employe…$204KU.P. Fabricating Co. Inc. Employee Stock Ownership PlanU.P. Fabricating Co. Inc. Em…$204KBender Medical Group, Inc. Employee Stock Ownership PlanBender Medical Group, Inc. E…$201KMillwork by Design, Inc. Employee Stock Ownership PlanMillwork by Design, Inc. Emp…$201K
End-of-year total assets ($M) among Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tag Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tag Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$355K 104.32369249903553% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M 202220232024 $0.17M $0.35M ▲ +105.9%
Year Plans Participants Total Assets
2022 1 4 $174K
2023 1 3 $204K
2024 1 3 $355K

Tag Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$174K
Net Assets (End of Year)$204K
Net Income$31K
Employer EIN330879925
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 0.000204432 · Participants: 3Tag Management, Inc. Employee Stock Ownership Plan and Trust AgreementParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in California, assets vs. participants
Compare Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is U.P. Fabricating Co. Inc. Employee Stock Ownership Plan in MI ($204K); by covered participants it is Southern Community Bancshares, Inc. ESOP in AL (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement assets move in 2023? ▼
Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement grew sharply - up 17.7% during 2023, from $174K to $204K. Reported net income was $31K.
How have Tag Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tag Management, Inc.'s sponsor-wide assets grew 104.3%, from $174K to $355K.
Where does Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement rank by assets among Form 5500 filers? ▼
Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement ranks in the 11th 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 Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by assets is U.P. Fabricating Co. Inc. Employee Stock Ownership Plan in MI ($204K, 31 participants).
Which ESOP plans cover a similar participant headcount to Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by covered participants is Southern Community Bancshares, Inc. ESOP in AL (3 participants, $2M 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 330879925.

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.