ESOP · DOL Form 5500 · 2023

Towneley Capital Management, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
35th
Percentile by assets National rank
$218,565
Avg per participant Above avg balance/head
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Official DOL plan name: Tcm Employee Stock Ownership Plan · Sponsored by Towneley Capital Management, Inc. · California · Finance & Insurance

$3M in assets, 13 participants

Towneley Capital Management, Inc.'s Tcm Employee Stock Ownership Plan reported $3M in total assets and 13 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.

  • #2,147 in Finance & Insurance (8,869 peers)

2023 asset change

Tcm Employee Stock Ownership Plan declined sharply 15.1% in 2023 ($3M → $3M) for 13 participants.

#2,147
in Finance & Insurance (8,869 peers)
-15.1%
assets change YoY

The plan reported a net loss of $507K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tcm Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Tcm Employee Stock Ownership Plan vs every filed plan by assets

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

$2,841,341 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

Tcm 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. Tcm Employee Stock Ownership Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tcm Employee Stock Ownership Plan reported net income fell from $206K in the plan year 2022 filing to -$507K in the plan year 2023 filing.
  • Tcm Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Tcm Employee Stock Ownership Plan reported participants fell from 14 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 463728846 · Towneley Capital Management, Inc. PY 2023 · ESOP

Tcm Employee Stock Ownership Plan · $3M · 13 · 35th

  • RANK $3M
  • PHOTO 13
  • IND 35th
  • EOY ESOP
  • 5500 near Quaint Oak Bancorp, Inc. Employee Stock Ownership Plan
  • ASSETS ind #2147

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 California →

Tcm Employee Stock Ownership Plan in the asset neighbourhood

Tcm Employee Stock Ownership PlanTcm Employee Stock Ownership…$3MQuaint Oak Bancorp, Inc. Employee Stock Ownership PlanQuaint Oak Bancorp, Inc. Emp…$3MGreat River Technology, Inc. Employee Stock Ownership PlanGreat River Technology, Inc.…$3MWetherill Engineering, Inc. Employee Stock Ownership PlanWetherill Engineering, Inc. …$3MArmstrong Consultants, Inc. Employee Stock Ownership PlanArmstrong Consultants, Inc. …$3M
End-of-year total assets ($M) among Tcm Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Towneley Capital Management, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Towneley Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 9.83128357506434% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $3.35M $3.02M ▼ -9.9%
Year Plans Participants Total Assets
2022 1 14 $3M
2023 1 13 $3M
2024 1 15 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$507K
Employer EIN463728846
Plan Effective Date2013-09-23
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Tcm Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Tcm Employee Stock Ownership Plan, Total assets ($B): 0.002841341 · Participants: 13Tcm Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Tcm Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Tcm Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Quaint Oak Bancorp, Inc. Employee Stock Ownership Plan in PA ($3M); by covered participants it is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Tcm Employee Stock Ownership Plan assets move in 2023? ▼
Tcm Employee Stock Ownership Plan declined sharply - down 15.1% during 2023, from $3M to $3M. Reported net income was -$507K.
How have Towneley Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Towneley Capital Management, Inc.'s sponsor-wide assets declined 9.8%, from $3M to $3M.
Which ESOP plans are similar in size to Tcm Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Quaint Oak Bancorp, Inc. Employee Stock Ownership Plan in PA ($3M, 89 participants).
Which ESOP plans cover a similar participant headcount to Tcm Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants, N/A 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 463728846.

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.