ESOP · DOL Form 5500 · 2023

Tata & Howard, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
50
Participants Small participant base
44th
Percentile by assets National rank
$100,801
Avg per participant Below avg balance/head
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Official DOL plan name: Tata & Howard, Inc. Employee Stock Ownership Plan · Sponsored by Tata & Howard, Inc. · Massachusetts · Professional & Technical Services

$5M in assets, 50 participants

Tata & Howard, Inc.'s Tata & Howard, Inc. Employee Stock Ownership Plan reported $5M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,609 in Professional & Technical Services (20,321 peers)

Tata & Howard, Inc. multi-year trail

Tata & Howard, Inc.'s plans moved +37.7% in assets from 2022 to 2024; this filing shows Tata & Howard, Inc. Employee Stock Ownership Plan at $5M / 50 participants.

#8,609
in Professional & Technical Services (20,321 peers)
+12.8%
assets growth YoY

Tata & Howard, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Tata & Howard, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,040,071 44th percentile higher than 44% 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

Tata & Howard, 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. Tata & Howard, Inc. Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tata & Howard, Inc. Employee Stock Ownership Plan reported net income rose from $120K in the plan year 2022 filing to $601K in the plan year 2023 filing.
  • Tata & Howard, Inc. Employee Stock Ownership Plan reported participants fell from 59 in the plan year 2022 filing to 50 in the plan year 2023 filing.
  • Tata & Howard, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043169205 · Tata & Howard, Inc. PY 2023 · ESOP

Tata & Howard, Inc. Employee Stock Ownership Plan · $5M · 50 · 44th

  • EOY $5M
  • 5500 50
  • ASSETS 44th
  • PCT ESOP
  • EIN near Cshqa Employee Stock Ownership Plan and Trust
  • RANK ind #8609

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 Massachusetts →

Tata & Howard, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sauce Industries Inc. Employee Stock Ownership PlanSauce Industries Inc. Employ…$5MBittersweet Turf Farms, Inc. Employee Stock Ownership PlanBittersweet Turf Farms, Inc.…$5MTata & Howard, Inc. Employee Stock Ownership PlanTata & Howard, Inc. Employee…$5MCshqa Employee Stock Ownership Plan and TrustCshqa Employee Stock Ownersh…$5MLester Electrical of Nebraska, Inc. Employee Stock Ownership Plan and TrustLester Electrical of Nebrask…$5M
End-of-year total assets ($M) among Tata & Howard, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tata & Howard, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tata & Howard, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 37.692812070268815% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.47M $6.15M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 59 $4M
2023 1 50 $5M
2024 1 48 $6M

Tata & Howard, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$601K
Employer EIN043169205
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Tata & Howard, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Tata & Howard, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.040071 · Participants: 50Tata & Howard, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Tata & Howard, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Tata & Howard, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest ESOP by assets is Cshqa Employee Stock Ownership Plan and Trust in ID ($5M); by covered participants it is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Tata & Howard, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Tata & Howard, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.8% during 2023, from $4M to $5M. Reported net income was $601K.
How have Tata & Howard, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tata & Howard, Inc.'s sponsor-wide assets grew 37.7%, from $4M to $6M.
Which ESOP plans are similar in size to Tata & Howard, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cshqa Employee Stock Ownership Plan and Trust in ID ($5M, 75 participants).
Which ESOP plans cover a similar participant headcount to Tata & Howard, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants, $5M 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 043169205.

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.