ESOP · DOL Form 5500 · 2023

Trendwood Inc ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
118
Participants Small participant base
52nd
Percentile by assets National rank
$61,082
Avg per participant Low balance/head
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Official DOL plan name: Trendwood Inc Employee Stock Ownership Plan · Sponsored by Trendwood Inc · Arizona · Manufacturing

$7M in assets, 118 participants

Trendwood Inc's Trendwood Inc Employee Stock Ownership Plan reported $7M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,746 in Manufacturing (18,722 peers)

Coverage in Arizona

Trendwood Inc Employee Stock Ownership Plan covers 118 participants in Arizona, about 21% of the average Arizona filer (state average ~564 per filing). Assets: $7M.

#6,746
in Manufacturing (18,722 peers)
-37.2%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trendwood Inc Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Trendwood Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$7,207,656 Top 48% higher than 52% 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

Trendwood Inc 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. Trendwood Inc Employee Stock Ownership Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trendwood Inc Employee Stock Ownership Plan reported net income fell from -$2M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • Trendwood Inc Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860502466 · Trendwood Inc PY 2023 · ESOP

Trendwood Inc Employee Stock Ownership Plan · $7M · 118 · 52nd

  • SCH $7M
  • EBSA 118
  • PART 52nd
  • TYPE ESOP
  • NET near Derk Harmsen Construction Co., Inc. Employee Stock Ownership Plan
  • BOOK ind #6746

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 Arizona →

Trendwood Inc Employee Stock Ownership Plan in the asset neighbourhood

Trendwood Inc Employee Stock Ownership PlanTrendwood Inc Employee Stock…$7MDerk Harmsen Construction Co., Inc. Employee Stock Ownership PlanDerk Harmsen Construction Co…$7MRaulli & Sons, Inc. Employee Stock Ownership PlanRaulli & Sons, Inc. Employee…$7MReed Manufacturing Co., Inc. Employee Stock Ownership PlanReed Manufacturing Co., Inc.…$7MAda West Dermatology, Inc. Employee Stock Ownership PlanAda West Dermatology, Inc. E…$7M
End-of-year total assets ($M) among Trendwood Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$7M
Net Income-$5M
Employer EIN860502466
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trendwood Inc)

Sponsor-wide plan assets over time

All Trendwood Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 38.11798256368623% vs 2022
2023 filing year
$6M$8M$10M$12M$14M 20222023 $11.7M $7.21M ▼ -38.1%
Year Plans Participants Total Assets
2022 2 363 $12M
2023 1 118 $7M

Nearby ESOP Plans in Arizona

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

Trendwood Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Trendwood Inc Employee Stock Ownership Plan, Total assets ($B): 0.007207656 · Participants: 118Trendwood Inc Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Trendwood Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Trendwood Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Trendwood Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Derk Harmsen Construction Co., Inc. Employee Stock Ownership Plan in TX ($7M); by covered participants it is Thompson & Litton, Inc. Employee Stock Ownership Plan and Trust in VA (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Trendwood Inc Employee Stock Ownership Plan assets move in 2023? ▼
Trendwood Inc Employee Stock Ownership Plan contracted severely - down 37.2% during 2023, from $11M to $7M. Reported net income was -$5M.
How have Trendwood Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Trendwood Inc's sponsor-wide assets declined 38.1%, from $12M to $7M.
Which ESOP plans are similar in size to Trendwood Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Derk Harmsen Construction Co., Inc. Employee Stock Ownership Plan in TX ($7M, 20 participants).
Which ESOP plans cover a similar participant headcount to Trendwood Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Thompson & Litton, Inc. Employee Stock Ownership Plan and Trust in VA (118 participants, $6M 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 860502466.

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.