ESOP · DOL Form 5500 · 2023

Von Tobel Corporation ESOP

Data updated 2026-08-25

$31M
Total assets Below avg plan size
140
Participants Small participant base
80th
Percentile by assets National rank
$219,338
Avg per participant Above avg balance/head
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Official DOL plan name: Von Tobel Corporation Employee Stock Ownership Plan · Sponsored by Von Tobel Corporation · Indiana · Retail Trade

$31M in assets, 140 participants

Von Tobel Corporation's Von Tobel Corporation Employee Stock Ownership Plan reported $31M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,402 in Retail Trade (8,414 peers)

Coverage in Indiana

Von Tobel Corporation Employee Stock Ownership Plan covers 140 participants in Indiana, about 26% of the average Indiana filer (state average ~541 per filing). Assets: $31M.

#7,402
in Retail Trade (8,414 peers)
+9.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Von Tobel Corporation Employee Stock Ownership Plan's outsized position by total assets

Von Tobel Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$30,707,328 Top 20% higher than 80% 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

Von Tobel Corporation Employee Stock Ownership Plan 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. Von Tobel Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Von Tobel Corporation Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Von Tobel Corporation Employee Stock Ownership Plan end-of-year assets rose from $28M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Von Tobel Corporation Employee Stock Ownership Plan reported participants fell from 146 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351182953 · Von Tobel Corporation PY 2023 · ESOP

Von Tobel Corporation Employee Stock Ownership Plan · $31M · 140 · 80th

  • VS-ST $31M
  • BOY 140
  • SCH 80th
  • EBSA ESOP
  • PART near Unitek Holdings Inc. Employee Stock Ownership Plan
  • TYPE ind #7402

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 Indiana →

Von Tobel Corporation Employee Stock Ownership Plan in the asset neighbourhood

Unitek Holdings Inc. Employee Stock Ownership PlanUnitek Holdings Inc. Employe…$31MVon Tobel Corporation Employee Stock Ownership PlanVon Tobel Corporation Employ…$31MKelly-Fradet Lumber Employee Stock Ownership PlanKelly-Fradet Lumber Employee…$31MSouthern Refrigeration Corporation Employee Stock Ownership PlanSouthern Refrigeration Corpo…$31MIsaacson Miller, Inc. Employee Stock Ownership PlanIsaacson Miller, Inc. Employ…$31M
End-of-year total assets ($M) among Von Tobel Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN351182953
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Von Tobel Corporation)

Sponsor-wide plan assets over time

All Von Tobel Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$44M 21.64041937817534% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.4M $44.3M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 291 $36M
2023 2 277 $41M
2024 2 270 $44M

Nearby ESOP Plans in Indiana

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

Von Tobel Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Von Tobel Corporation Employee Stock Ownership Plan, Total assets ($B): 0.030707328 · Participants: 140Von Tobel Corporation Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Von Tobel Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Von Tobel Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Von Tobel Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Unitek Holdings Inc. Employee Stock Ownership Plan in HI ($31M); by covered participants it is Iron Woman Employee Stock Ownership Plan in CO (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Von Tobel Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Von Tobel Corporation Employee Stock Ownership Plan grew at a solid clip - up 9.7% during 2023, from $28M to $31M. Reported net income was $4M.
How have Von Tobel Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Von Tobel Corporation's sponsor-wide assets grew 21.6%, from $36M to $44M.
Where does Von Tobel Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Von Tobel Corporation Employee Stock Ownership Plan ranks in the 80th 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 Von Tobel Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Unitek Holdings Inc. Employee Stock Ownership Plan in HI ($31M, 62 participants).
Which ESOP plans cover a similar participant headcount to Von Tobel Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Iron Woman Employee Stock Ownership Plan in CO (140 participants, N/A 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 351182953.

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.