ESOP · DOL Form 5500 · 2023

Threaded Fasteners, Inc. ESOP

Data updated 2026-08-11

$37M
Total assets
194
Participants
82nd
Percentile by assets
$189,238
Avg per participant
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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.

  • 82nd percentile by assets (of 127,072 plans)
  • #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.

$37M
total plan assets (2023 EOY)
194
covered participants
82nd
percentile by assets (of 127,072 plans)
$189,238
avg assets per participant

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 →

State
Industry

Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust vs the 2023 asset distribution

By assets, Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust outranks 82% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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.)

$35M$40M$45M$50M$55M$60M 202220232024 $39.3M $55.7M ▲ +41.6%
Total plan assets by year, all Threaded Fasteners, Inc. plans on file
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

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, …Starfish Holdings, I…Inline Electric Empl…Radiance Technologie…Signature Homes Empl…Employee Stock Owner…
Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Alabama, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

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).

Next read for Threaded Fasteners, Inc. Employee Stock …

Scale reading

Ways to act on Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Alabama. Compare plans
  • Threaded Fasteners, Inc.'s sponsor-wide assets have grown 41.6% since 2022 across 3 plan years on file. More Manufacturing plans