ESOP · DOL Form 5500 · 2023

Tvr Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
70
Participants Small participant base
60th
Percentile by assets National rank
$153,213
Avg per participant Above avg balance/head
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Official DOL plan name: Tvr Inc. Employee Stock Ownership Plan and Trust · Sponsored by Tvr Inc. · Idaho · Retail Trade

$11M in assets, 70 participants

Tvr Inc.'s Tvr Inc. Employee Stock Ownership Plan and Trust reported $11M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,980 in Retail Trade (8,414 peers)

Tvr Inc. multi-year trail

Tvr Inc.'s plans moved +56.6% in assets from 2022 to 2024; this filing shows Tvr Inc. Employee Stock Ownership Plan and Trust at $11M / 70 participants.

#5,980
in Retail Trade (8,414 peers)
+39.6%
assets growth YoY

Tvr Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Tvr Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$10,724,939 Top 40% higher than 60% 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

Tvr Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tvr Inc. Employee Stock Ownership Plan and Trust is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tvr Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Tvr Inc. Employee Stock Ownership Plan and Trust reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Tvr Inc. Employee Stock Ownership Plan and Trust reported participants rose from 69 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 820496625 · Tvr Inc. PY 2023 · ESOP

Tvr Inc. Employee Stock Ownership Plan and Trust · $11M · 70 · 60th

  • 5500 $11M
  • ASSETS 70
  • PCT 60th
  • EIN ESOP
  • RANK near Sordoni Construction Co. Employee Stock Ownership Plan
  • PHOTO ind #5980

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 →

Tvr Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Tvr Inc. Employee Stock Ownership Plan and TrustTvr Inc. Employee Stock Owne…$11MSordoni Construction Co. Employee Stock Ownership PlanSordoni Construction Co. Emp…$11MOptima Engineering, P.a. Employee Stock Ownership PlanOptima Engineering, P.a. Emp…$11MLifetime Industries Employee Stock Ownership PlanLifetime Industries Employee…$11MIndus Technology, Inc Employee Stock Ownership PlanIndus Technology, Inc Employ…$11M
End-of-year total assets ($M) among Tvr Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tvr Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tvr Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 56.63260908456229% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.68M $12M ▲ +56.6%
Year Plans Participants Total Assets
2022 1 69 $8M
2023 1 70 $11M
2024 1 85 $12M

Tvr Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN820496625
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Idaho

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

Tvr 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 ($B) Participants Tvr Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.010724939 · Participants: 70Tvr 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
Tvr Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Tvr Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Tvr 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 Sordoni Construction Co. Employee Stock Ownership Plan in NJ ($11M); by covered participants it is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Tvr Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Tvr Inc. Employee Stock Ownership Plan and Trust surged - up 39.6% during 2023, from $8M to $11M. Reported net income was $3M.
How have Tvr Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tvr Inc.'s sponsor-wide assets grew 56.6%, from $8M to $12M.
Which ESOP plans are similar in size to Tvr Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Sordoni Construction Co. Employee Stock Ownership Plan in NJ ($11M, 79 participants).
Which ESOP plans cover a similar participant headcount to Tvr Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (70 participants, $9M 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 820496625.

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.