ESOP · DOL Form 5500 · 2023
Taylor-Listug, Inc. ESOP
Data updated 2026-08-11
- $106M
- Total assets
- 1,096
- Participants
- 92nd
- Percentile by assets
- $97,066
- Avg per participant
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.
- 92nd percentile by assets (of 127,072 plans)
- #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.
- $106M
- total plan assets (2023 EOY)
- 1,096
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $97,066
- avg assets per participant
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.
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.
Taylor-Listug, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Taylor-Listug, Inc. Employee Stock Ownership Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $172M |
|---|---|
| Net Assets (End of Year) | -$97M |
| Net Income | -$64M |
| Employer EIN | 330008323 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Taylor-Listug, Inc.)
| 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
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Taylor-Listug, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Taylor-Listug, Inc. Employee Stock Owner…
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Ways to act on Taylor-Listug, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Taylor-Listug, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Taylor-Listug, Inc.'s sponsor-wide assets have declined 48.6% since 2022 across 3 plan years on file. More Manufacturing plans