ESOP · DOL Form 5500 · 2023
Tier1 Impact Pbc, Inc. ESOP
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 314
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $169,176
- Avg per participant Above avg balance/head
Official DOL plan name: Tier 1 Performance Solutions Employee Stock Ownership Plan · Sponsored by Tier1 Impact Pbc, Inc. · Kentucky · Professional & Technical Services
$53M in assets, 314 participants
Tier1 Impact Pbc, Inc.'s Tier 1 Performance Solutions Employee Stock Ownership Plan reported $53M in total assets and 314 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #17,712 in Professional & Technical Services (20,321 peers)
Coverage in Kentucky
Tier 1 Performance Solutions Employee Stock Ownership Plan covers 314 participants in Kentucky, about 49% of the average Kentucky filer (state average ~647 per filing). Assets: $53M.
- #17,712
- in Professional & Technical Services (20,321 peers)
- +5.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Tier 1 Performance Solutions Employee Stock Ownership Plan's outsized position by total assets
Tier 1 Performance Solutions Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$53,121,178 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Tier 1 Performance Solutions 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. Tier 1 Performance Solutions Employee Stock Ownership Plan sits mid-pack in the medium band (314 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tier 1 Performance Solutions Employee Stock Ownership Plan reported net income fell from $16M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Tier 1 Performance Solutions Employee Stock Ownership Plan reported participants rose from 274 in the plan year 2022 filing to 314 in the plan year 2023 filing.
- Tier 1 Performance Solutions Employee Stock Ownership Plan end-of-year assets rose from $50M in the plan year 2022 filing to $53M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 810917710 · Tier1 Impact Pbc, Inc. PY 2023 · ESOP
Tier 1 Performance Solutions Employee Stock Ownership Plan · $53M · 314 · 86th
- RANK $53M
- RANK 314
- RANK 86th
- RANK ESOP
- RANK near Sun Automation Inc. Employee Stock Ownership Plan
- RANK ind #17712
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 Kentucky →
Tier 1 Performance Solutions Employee Stock Ownership Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $3M |
| Employer EIN | 810917710 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tier1 Impact Pbc, Inc.)
Sponsor-wide plan assets over time
All Tier1 Impact Pbc, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 7.73943455302245% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $50M |
| 2023 | 1 | 314 | $53M |
| 2024 | 1 | 335 | $46M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.3B · 6,764
- Stock Yards Bank & Trust Company 401(k) Employee $147M · 1,080
- Gray, Inc. Employee Stock Ownership Plan $127M · 1,362
- H & R Agri-Power Employee Stock Ownership Plan $105M · 489
- Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $94M · 650
Tier 1 Performance Solutions Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Sun Automation Inc. Employee Stock Ownership Plan in MD ($53M); by covered participants it is Crystal Flash, Inc. Employee Stock Ownership Plan in MI (315 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Sun Automation Inc. Employee Stock Ownership Plan (MD) $53M · 107
- The J.S. West Milling Company Employee Stock Ownership Plan (CA) $53M · 334
- Consolidated Edison Company of New York, Inc. Tax Reduction Act Stock Ownership Plan (NY) $53M · 50
- Cotterman Companies Employee Stock Ownership Plan (OH) $53M · 92
Similar participant headcount
Nearest other-state filings by covered participants (314 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.