ESOP · DOL Form 5500 · 2023

Threaded Fasteners, Inc. ESOP

Data updated 2026-08-25

$37M
Total assets Below avg plan size
194
Participants Below avg headcount
82nd
Percentile by assets National rank
$189,238
Avg per participant Above avg balance/head
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Official DOL plan name: Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Threaded Fasteners, Inc. · Alabama · Manufacturing

$37M in assets, 194 participants

Threaded Fasteners, Inc.'s Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust reported $37M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,934 in Manufacturing (18,722 peers)

Where Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust sits by assets

Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $37M for 194 participants (~$189,238/participant), up 10.1% in 2023.

#13,934
in Manufacturing (18,722 peers)
+10.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$36,712,126 Top 18% higher than 82% 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

Threaded Fasteners, 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. Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 175 in the plan year 2022 filing to 194 in the plan year 2023 filing.
  • Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $33M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 630765747 · Threaded Fasteners, Inc. PY 2023 · ESOP

Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust · $37M · 194 · 82nd

  • PCT $37M
  • EIN 194
  • RANK 82nd
  • PHOTO ESOP
  • IND near General Engineering Co. of Virginia Employee Stock Ownership Plan and Trust
  • EOY ind #13934

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 Alabama →

Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Cornerstone Holdings, Inc. Employee Stock Ownership Plan and TrustCornerstone Holdings, Inc. E…$37MMulberry's Independent Home Services, Inc. Employee Stock Ownership PlanMulberry's Independent Home …$37MGeneral Engineering Co. of Virginia Employee Stock Ownership Plan and TrustGeneral Engineering Co. of V…$37MThreaded Fasteners, Inc. Employee Stock Ownership Plan and TrustThreaded Fasteners, Inc. Emp…$37MIndiana Industrial Services Employee Stock Ownership PlanIndiana Industrial Services …$37M
End-of-year total assets ($M) among Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN630765747
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Threaded Fasteners, Inc.)

Sponsor-wide plan assets over time

All Threaded Fasteners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 41.55490935902403% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $39.3M $55.7M ▲ +41.6%
Year Plans Participants Total Assets
2022 2 349 $39M
2023 2 387 $44M
2024 2 455 $56M

Nearby ESOP Plans in Alabama

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

Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 36.712126 · Participants: 194Threaded Fasteners, Inc. Employee Stock Ownership Plan and TrustStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 470.48798 · Participants: 1360Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 196.496733 · Participants: 287Inline Electric Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.105591 · Participants: 874Radiance Technologies, Inc. Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 167.814551 · Participants: 123Signature Homes Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub, Total assets ($M): 126.850762 · Participants: 909Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub
Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Alabama, assets vs. participants

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

Outside Alabama, the nearest ESOP by assets is General Engineering Co. of Virginia Employee Stock Ownership Plan and Trust in VA ($37M); by covered participants it is First Citizens Financial Corp Employee Stock Ownership Plan in IA (194 participants). Same-state nearby plans are listed separately above.

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 Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 10.1% during 2023, from $33M to $37M. Reported net income was $4M.
How have Threaded Fasteners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Threaded Fasteners, Inc.'s sponsor-wide assets grew 41.6%, from $39M to $56M.
Where does Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust ranks in the 82nd 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 Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is General Engineering Co. of Virginia Employee Stock Ownership Plan and Trust in VA ($37M, 170 participants).
Which ESOP plans cover a similar participant headcount to Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is First Citizens Financial Corp Employee Stock Ownership Plan in IA (194 participants, $34M in assets).