ESOP · DOL Form 5500 · 2023

Taylor-Listug, Inc. ESOP

Data updated 2026-08-25

$106M
Total assets Near avg plan size
1,096
Participants Near avg headcount
92nd
Percentile by assets National rank
$97,066
Avg per participant Below avg balance/head
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Official DOL plan name: Taylor-Listug, Inc. Employee Stock Ownership Plan · Sponsored by Taylor-Listug, Inc. · California · Manufacturing

$106M in assets, 1,096 participants

Taylor-Listug, Inc.'s Taylor-Listug, Inc. Employee Stock Ownership Plan reported $106M in total assets and 1,096 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,369 in Manufacturing (18,722 peers)

Where Taylor-Listug, Inc. Employee Stock Ownership Plan sits by assets

Taylor-Listug, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $106M for 1,096 participants (~$97,066/participant), down 38.3% in 2023.

#16,369
in Manufacturing (18,722 peers)
-38.3%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $64M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Taylor-Listug, Inc. Employee Stock Ownership Plan's outsized position by total assets

Taylor-Listug, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$106,384,473 Top 8% higher than 92% 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

Taylor-Listug, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor-Listug, Inc. Employee Stock Ownership Plan lands in the large band (1,096 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taylor-Listug, Inc. Employee Stock Ownership Plan reported net income fell from -$13M in the plan year 2022 filing to -$64M in the plan year 2023 filing.
  • Taylor-Listug, Inc. Employee Stock Ownership Plan end-of-year assets fell from $172M in the plan year 2022 filing to $106M in the plan year 2023 filing.
  • Taylor-Listug, Inc. Employee Stock Ownership Plan reported participants fell from 1,109 in the plan year 2022 filing to 1,096 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330008323 · Taylor-Listug, Inc. PY 2023 · ESOP

Taylor-Listug, Inc. Employee Stock Ownership Plan · $106M · 1,096 · 92nd

  • EOY $106M
  • 5500 1,096
  • ASSETS 92nd
  • PCT ESOP
  • EIN near Hercules Industries, Inc. Employee Stock Ownership Plan
  • RANK ind #16369

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 →

Taylor-Listug, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Pinnacle Solutions, Inc. Employee Stock Ownership PlanPinnacle Solutions, Inc. Emp…$107MFairway Independent Mortgage Corporation Employee Stock OwnershipFairway Independent Mortgage…$107MAmboy Bancorporation Employee Stock Ownership PlanAmboy Bancorporation Employe…$107MTaylor-Listug, Inc. Employee Stock Ownership PlanTaylor-Listug, Inc. Employee…$106MHercules Industries, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Em…$106M
End-of-year total assets ($M) among Taylor-Listug, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$172M
Net Assets (End of Year)-$97M
Net Income-$64M
Employer EIN330008323
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taylor-Listug, Inc.)

Sponsor-wide plan assets over time

All Taylor-Listug, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 48.551790620417734% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $224M $115M ▼ -48.6%
Year Plans Participants Total Assets
2022 2 1,628 $224M
2023 2 1,621 $164M
2024 2 1,363 $115M

Nearby ESOP Plans in California

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

Taylor-Listug, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Taylor-Listug, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.106384473 · Participants: 1096Taylor-Listug, Inc. Employee Stock Ownership PlanParsons 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
Taylor-Listug, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Taylor-Listug, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Taylor-Listug, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Hercules Industries, Inc. Employee Stock Ownership Plan in CO ($106M); by covered participants it is Amicus Capital Holdings, Inc Employee Stock Ownership Plan in OH (1,102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,096 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 Taylor-Listug, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Taylor-Listug, Inc. Employee Stock Ownership Plan contracted severely - down 38.3% during 2023, from $172M to $106M. Reported net income was -$64M.
How have Taylor-Listug, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor-Listug, Inc.'s sponsor-wide assets declined 48.6%, from $224M to $115M.
Where does Taylor-Listug, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Taylor-Listug, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Taylor-Listug, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hercules Industries, Inc. Employee Stock Ownership Plan in CO ($106M, 444 participants).
Which ESOP plans cover a similar participant headcount to Taylor-Listug, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Amicus Capital Holdings, Inc Employee Stock Ownership Plan in OH (1,102 participants, $26M 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 330008323.

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.