ESOP · DOL Form 5500 · 2023
Tower Metalworking Fluids Co. ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $321,646
- Avg per participant High balance/head
Official DOL plan name: Tower Metalworking Fluids Co. Employee Stock Ownership Plan & Trust · Sponsored by Tower Metalworking Fluids Co. · Illinois · Manufacturing
$10M in assets, 32 participants
Tower Metalworking Fluids Co.'s Tower Metalworking Fluids Co. Employee Stock Ownership Plan & Trust reported $10M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #8,533 in Manufacturing (18,722 peers)
Tower Metalworking Fluids Co. multi-year trail
Tower Metalworking Fluids Co.'s plans moved +24.2% in assets from 2022 to 2024; this filing shows Tower Metalworking Fluids Co. Employee Stock Ownership Plan & Trust at $10M / 32 participants.
- #8,533
- in Manufacturing (18,722 peers)
- +11.2%
- assets growth YoY
Tower Metalworking Fluids Co. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Manufacturing and all filers
Tower Metalworking Fluids Co. Employee Stock Ownership Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,292,669 Top 41% higher than 59% 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
Tower Metalworking Fluids Co. Employee Stock Ownership Plan & 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. Tower Metalworking Fluids Co. Employee Stock Ownership Plan & Trust is a small filing (32 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tower Metalworking Fluids Co. Employee Stock Ownership Plan & Trust reported net income rose from $407K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Tower Metalworking Fluids Co. Employee Stock Ownership Plan & Trust end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 361875520 · Tower Metalworking Fluids Co. PY 2023 · ESOP
Tower Metalworking Fluids Co. Employee Stock Ownership Plan & Trust · $10M · 32 · 59th
- ASSETS $10M
- ASSETS 32
- ASSETS 59th
- ASSETS ESOP
- ASSETS near Alcoa Electrical Contractor, Inc. Employee Stock Ownership Plan
- ASSETS ind #8533
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 Illinois →
Tower Metalworking Fluids Co. Employee Stock Ownership Plan & Trust in the asset neighbourhood
Tower Metalworking Fluids Co. multi-year asset trail
Sponsor-wide plan assets over time
All Tower Metalworking Fluids Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 24.183250016498473% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 32 | $9M |
| 2023 | 1 | 32 | $10M |
| 2024 | 1 | 30 | $11M |
Tower Metalworking Fluids Co. filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 361875520 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Tower Metalworking Fluids Co. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Alcoa Electrical Contractor, Inc. Employee Stock Ownership Plan in CA ($10M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Alcoa Electrical Contractor, Inc. Employee Stock Ownership Plan (CA) $10M · 143
- Alcoa Electrical Contractor, Inc. Employee Stock Ownership Plan (CA) $10M · 130
- First State Bank of St. Charles Employee Stock Ownership Plan (MO) $10M · 198
- Oobe Holdings, Inc. Employee Stock Ownership Plan (SC) $10M · 39
Similar participant headcount
Nearest other-state filings by covered participants (32 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.