ESOP · DOL Form 5500 · 2023

Taylor & Martin Enterprises, Inc. ESOP

Data updated 2026-08-25

$218M
Total assets Near avg plan size
65
Participants Small participant base
95th
Percentile by assets National rank
$3.4M
Avg per participant High balance/head
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Official DOL plan name: Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Taylor & Martin Enterprises, Inc. · Nebraska · Administrative & Support Services

$218M in assets, 65 participants

Taylor & Martin Enterprises, Inc.'s Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan reported $218M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #4,267 in Administrative & Support Services (4,372 peers)

Where Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan sits by assets

Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $218M for 65 participants (~$3.4M/participant), up 18.3% in 2023.

#4,267
in Administrative & Support Services (4,372 peers)
+18.3%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan's outsized position by total assets

Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$217,903,912 Top 5% higher than 95% 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 & Martin Enterprises, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan reported net income fell from $73M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets rose from $184M in the plan year 2022 filing to $218M in the plan year 2023 filing.
  • Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan reported participants rose from 64 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621236695 · Taylor & Martin Enterprises, Inc. PY 2023 · ESOP

Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan · $218M · 65 · 95th

  • IND $218M
  • EOY 65
  • 5500 95th
  • ASSETS ESOP
  • PCT near Pace Supply Corporation Employee Stock Ownership Plan
  • EIN ind #4267

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 Nebraska →

Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Holiday Builders, Inc. Employee Stock Ownership Plan and TrustHoliday Builders, Inc. Emplo…$219MTaylor & Martin Enterprises, Inc. Employee Stock Ownership PlanTaylor & Martin Enterprises,…$218MPace Supply Corporation Employee Stock Ownership PlanPace Supply Corporation Empl…$218MLitehouse, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Sto…$218MHolden Industries, Inc. Employee Stock Ownership PlanHolden Industries, Inc. Empl…$217M
End-of-year total assets ($M) among Taylor & Martin Enterprises, 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)$184M
Net Assets (End of Year)$198M
Net Income$34M
Employer EIN621236695
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taylor & Martin Enterprises, Inc.)

Sponsor-wide plan assets over time

All Taylor & Martin Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$91M 50.77344590160098% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $184M $90.7M ▼ -50.8%
Year Plans Participants Total Assets
2022 1 64 $184M
2023 1 65 $218M
2024 1 62 $91M

Nearby ESOP Plans in Nebraska

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

Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 217.903912 · Participants: 65Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 392.139506 · Participants: 1316Mead Lumber Company Employee Stock Ownership Plan and TrustCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 147.784876 · Participants: 214Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 118.345407 · Participants: 242Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.323024 · Participants: 386Majors Plastics, Inc. Employee Stock Ownership PlanDrake-Williams Steel, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.070805 · Participants: 234Drake-Williams Steel, Inc. Employee Stock Ownership Plan
Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest ESOP by assets is Pace Supply Corporation Employee Stock Ownership Plan in CA ($218M); by covered participants it is Sandman & Associates Consulting, Inc Employee Stock Ownership Plan in MN (65 participants). Same-state nearby plans are listed separately above.

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 & Martin Enterprises, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan grew sharply - up 18.3% during 2023, from $184M to $218M. Reported net income was $34M.
How have Taylor & Martin Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor & Martin Enterprises, Inc.'s sponsor-wide assets declined 50.8%, from $184M to $91M.
Where does Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pace Supply Corporation Employee Stock Ownership Plan in CA ($218M, 1,148 participants).
Which ESOP plans cover a similar participant headcount to Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sandman & Associates Consulting, Inc Employee Stock Ownership Plan in MN (65 participants, $2M 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 621236695.

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.