ESOP · DOL Form 5500 · 2023

Esi Inc. of Tennessee ESOP

Data updated 2026-08-25

$309K
Total assets Small plan by assets
46
Participants Small participant base
14th
Percentile by assets National rank
$6,721
Avg per participant Low balance/head
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Official DOL plan name: Esi Inc. of Tennessee Employee Stock Ownership Plan · Sponsored by Esi Inc. of Tennessee · Georgia · Professional & Technical Services

$309K in assets, 46 participants

Esi Inc. of Tennessee's Esi Inc. of Tennessee Employee Stock Ownership Plan reported $309K in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,171 in Professional & Technical Services (20,321 peers)

Esi Inc. of Tennessee multi-year trail

Esi Inc. of Tennessee's plans moved +13.9% in assets from 2022 to 2024; this filing shows Esi Inc. of Tennessee Employee Stock Ownership Plan at $309K / 46 participants.

#2,171
in Professional & Technical Services (20,321 peers)
-14.1%
assets change YoY

Esi Inc. of Tennessee Employee Stock Ownership Plan among the smaller filed plans by assets

Esi Inc. of Tennessee Employee Stock Ownership Plan vs every filed plan by assets

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

$309,152 14th percentile higher than 14% 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

Esi Inc. of Tennessee 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. Esi Inc. of Tennessee Employee Stock Ownership Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Esi Inc. of Tennessee Employee Stock Ownership Plan reported net income fell from $388K in the plan year 2022 filing to $284K in the plan year 2023 filing.
  • Esi Inc. of Tennessee Employee Stock Ownership Plan reported participants fell from 55 in the plan year 2022 filing to 46 in the plan year 2023 filing.
  • Esi Inc. of Tennessee Employee Stock Ownership Plan end-of-year assets fell from $360K in the plan year 2022 filing to $309K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 621026418 · Esi Inc. of Tennessee PY 2023 · ESOP

Esi Inc. of Tennessee Employee Stock Ownership Plan · $309K · 46 · 14th

  • EBSA $309K
  • EBSA 46
  • EBSA 14th
  • EBSA ESOP
  • EBSA near Datapro Solutions, Inc. Employee Stock Ownership Plan
  • EBSA ind #2171

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 Georgia →

Esi Inc. of Tennessee Employee Stock Ownership Plan in the asset neighbourhood

Esi Inc. of Tennessee Employee Stock Ownership PlanEsi Inc. of Tennessee Employ…$309KDatapro Solutions, Inc. Employee Stock Ownership PlanDatapro Solutions, Inc. Empl…$309KGolf Agronomics Holdings, Inc. Employee Stock Ownership Plan and TrustGolf Agronomics Holdings, In…$310KMissry Associates, Inc. Employee Stock Ownership PlanMissry Associates, Inc. Empl…$310KMerlin Development, Inc. Employee Stock Ownership PlanMerlin Development, Inc. Emp…$308K
End-of-year total assets ($M) among Esi Inc. of Tennessee Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Esi Inc. of Tennessee multi-year asset trail

Sponsor-wide plan assets over time

All Esi Inc. of Tennessee plans reported in each filing year

Latest sponsor-wide plan assets
$17M 13.868273871447641% vs 2022
2024 filing year
$15M$16M$17M$18M 202220232024 $15.3M $17.4M ▲ +13.9%
Year Plans Participants Total Assets
2022 2 123 $15M
2023 2 97 $17M
2024 2 83 $17M

Esi Inc. of Tennessee filing trail (2023)

Total Assets (Beginning of Year)$360K
Net Assets (End of Year)-$6M
Net Income$284K
Employer EIN621026418
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Esi Inc. of Tennessee Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Esi Inc. of Tennessee Employee Stock Ownership Plan, Total assets ($M): 0.309152 · Participants: 46Esi Inc. of Tennessee Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Esi Inc. of Tennessee Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Esi Inc. of Tennessee Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest ESOP by assets is Datapro Solutions, Inc. Employee Stock Ownership Plan in WA ($309K); by covered participants it is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Esi Inc. of Tennessee Employee Stock Ownership Plan assets move in 2023? ▼
Esi Inc. of Tennessee Employee Stock Ownership Plan pulled back noticeably - down 14.1% during 2023, from $360K to $309K. Reported net income was $284K.
How have Esi Inc. of Tennessee plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Esi Inc. of Tennessee's sponsor-wide assets grew 13.9%, from $15M to $17M.
Where does Esi Inc. of Tennessee Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Esi Inc. of Tennessee Employee Stock Ownership Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Esi Inc. of Tennessee Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Datapro Solutions, Inc. Employee Stock Ownership Plan in WA ($309K, 8 participants).
Which ESOP plans cover a similar participant headcount to Esi Inc. of Tennessee Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants, $10M 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 621026418.

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.