ESOP · DOL Form 5500 · 2023

Tillotson Enterprises, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
44
Participants Small participant base
35th
Percentile by assets National rank
$63,636
Avg per participant Low balance/head
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Official DOL plan name: Tillotson Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Tillotson Enterprises, Inc. · · Construction

$3M in assets, 44 participants

Tillotson Enterprises, Inc.'s Tillotson Enterprises, Inc. Employee Stock Ownership Plan reported $3M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,947 in Construction (9,030 peers)

Tillotson Enterprises, Inc. multi-year trail

Tillotson Enterprises, Inc.'s plans moved +13.3% in assets from 2023 to 2024; this filing shows Tillotson Enterprises, Inc. Employee Stock Ownership Plan at $3M / 44 participants.

#2,947
in Construction (9,030 peers)
-$6M
reported net income

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tillotson Enterprises, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Tillotson Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,800,000 35th percentile higher than 35% 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

Tillotson 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. Tillotson Enterprises, Inc. Employee Stock Ownership Plan is a small filing (44 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 911844909 · Tillotson Enterprises, Inc. PY 2023 · ESOP

Tillotson Enterprises, Inc. Employee Stock Ownership Plan · $3M · 44 · 35th

  • BOY $3M
  • BOY 44
  • BOY 35th
  • BOY ESOP
  • BOY near Cem Machine, Inc. Employee Stock Ownership Plan and Trust
  • BOY ind #2947

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? →

Tillotson Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tillotson Enterprises, Inc. Employee Stock Ownership PlanTillotson Enterprises, Inc. …$3MCem Machine, Inc. Employee Stock Ownership Plan and TrustCem Machine, Inc. Employee S…$3MEntwistle Metal Fabricating Employee Stock Ownership PlanEntwistle Metal Fabricating …$3MLawson Roofing Co., Inc. Employee Stock Ownership PlanLawson Roofing Co., Inc. Emp…$3MFogle Pump & Supply, Inc. Employee Stock Ownership PlanFogle Pump & Supply, Inc. Em…$3M
End-of-year total assets ($M) among Tillotson Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tillotson Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tillotson Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 13.283535714285714% vs 2023
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 20232024 $2.8M $3.17M ▲ +13.2%
Year Plans Participants Total Assets
2023 1 44 $3M
2024 2 87 $3M

Tillotson Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$6M
Net Income-$6M
Employer EIN911844909
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in

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

Tillotson Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in , assets vs. participants Scatter plot of 6 data points. 0100200300400500 020406080 Total assets ($M) Participants Tillotson Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.8 · Participants: 44Tillotson Enterprises, Inc. Employee Stock Ownership PlanGodshall's Quality Meats Employee Stock Ownership Plan, Total assets ($M): 58.350851 · Participants: 286Godshall's Quality Meats Employee Stock Ownership PlanOnin Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 43.899975 · Participants: 384Onin Holdings, Inc. Employee Stock Ownership PlanPanelmatic,Inc. Employee Stock Ownership Plan, Total assets ($M): 24.498289 · Participants: 150Panelmatic,Inc. Employee Stock Ownership PlanLyon Services Corporation Employee Stock Ownership Plan, Total assets ($M): 13.694694 · Participants: 82Lyon Services Corporation Employee Stock Ownership PlanMn Builders Employee Stock Ownership Plan, Total assets ($M): 12.435407 · Participants: 89Mn Builders Employee Stock Ownership Plan
Tillotson Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in , assets vs. participants
Compare Tillotson Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside this state, the nearest ESOP by assets is Cem Machine, Inc. Employee Stock Ownership Plan and Trust in NY ($3M); by covered participants it is Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in FL (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 have Tillotson Enterprises, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Tillotson Enterprises, Inc.'s sponsor-wide assets grew 13.3%, from $3M to $3M.
Which ESOP plans are similar in size to Tillotson Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cem Machine, Inc. Employee Stock Ownership Plan and Trust in NY ($3M, 48 participants).
Which ESOP plans cover a similar participant headcount to Tillotson Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in FL (44 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 911844909.

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.