ESOP · DOL Form 5500 · 2023

The Troxel Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
108
Participants Small participant base
33rd
Percentile by assets National rank
$23,084
Avg per participant Low balance/head
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Official DOL plan name: The Troxel Company Employee Stock Ownership Plan and Trust · Sponsored by The Troxel Company · Tennessee · Manufacturing

$2M in assets, 108 participants

The Troxel Company's The Troxel Company Employee Stock Ownership Plan and Trust reported $2M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,201 in Manufacturing (18,722 peers)

Coverage in Tennessee

The Troxel Company Employee Stock Ownership Plan and Trust covers 108 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#3,201
in Manufacturing (18,722 peers)
-24.8%
assets change YoY

The plan reported a net loss of $824K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Troxel Company Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

The Troxel Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$2,493,083 33rd percentile higher than 33% 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

The Troxel Company Employee Stock Ownership Plan and Trust 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. The Troxel Company Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Troxel Company Employee Stock Ownership Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to -$824K in the plan year 2023 filing.
  • The Troxel Company Employee Stock Ownership Plan and Trust end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620643944 · The Troxel Company PY 2023 · ESOP

The Troxel Company Employee Stock Ownership Plan and Trust · $2M · 108 · 33rd

  • EBSA $2M
  • PART 108
  • TYPE 33rd
  • NET ESOP
  • BOOK near Capitol Mechanical, Inc. Employee Stock Ownership Plan
  • VS-ST ind #3201

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 Tennessee →

The Troxel Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Bnw Contracting, Inc., Employee Stock Ownership PlanBnw Contracting, Inc., Emplo…$2MGibbs M. Smith, Inc. Employee Stock Ownership PlanGibbs M. Smith, Inc. Employe…$3MThe Troxel Company Employee Stock Ownership Plan and TrustThe Troxel Company Employee …$2MCapitol Mechanical, Inc. Employee Stock Ownership PlanCapitol Mechanical, Inc. Emp…$2MBrazoria Telephone Co., Inc. Employee Stock Ownership PlanBrazoria Telephone Co., Inc.…$2M
End-of-year total assets ($M) among The Troxel Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$824K
Employer EIN620643944
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Troxel Company)

Sponsor-wide plan assets over time

All The Troxel Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 76.02380005357448% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $7.15M $1.71M ▼ -76.1%
Year Plans Participants Total Assets
2022 2 203 $7M
2023 1 108 $2M
2024 1 114 $2M

Nearby ESOP Plans in Tennessee

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

The Troxel Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants The Troxel Company Employee Stock Ownership Plan and Trust, Total assets ($M): 2.493083 · Participants: 108The Troxel Company Employee Stock Ownership Plan and TrustBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
The Troxel Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare The Troxel Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Troxel Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Capitol Mechanical, Inc. Employee Stock Ownership Plan in WI ($2M); by covered participants it is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 The Troxel Company Employee Stock Ownership Plan and Trust assets move in 2023? ▼
The Troxel Company Employee Stock Ownership Plan and Trust declined sharply - down 24.8% during 2023, from $3M to $2M. Reported net income was -$824K.
How have The Troxel Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Troxel Company's sponsor-wide assets declined 76.0%, from $7M to $2M.
Which ESOP plans are similar in size to The Troxel Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Capitol Mechanical, Inc. Employee Stock Ownership Plan in WI ($2M, 59 participants).
Which ESOP plans cover a similar participant headcount to The Troxel Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN (108 participants, $39M 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 620643944.

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.