ESOP · DOL Form 5500 · 2023

Taylor Valve Technology, Inc. ESOP

Data updated 2026-08-11

$26M
Total assets: 57
Participants: 77th
Percentile by assets: $447,897
Avg per participant

Official DOL plan name: Taylor Valve Technology, Inc. Employee Stock Ownership Plan · Sponsored by Taylor Valve Technology, Inc. · Oklahoma · Manufacturing

$26M in assets, 57 participants

Taylor Valve Technology, Inc.'s Taylor Valve Technology, Inc. Employee Stock Ownership Plan reported $26M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

77th percentile by assets (of 127,072 plans)
#12,710 in Manufacturing (18,722 peers)

Where Taylor Valve Technology, Inc. Employee Stock Ownership Plan sits by assets

Taylor Valve Technology, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 57 participants (~$447,897/participant), up 39.3% in 2023.

$26M
total plan assets (2023 EOY): 57
covered participants: 77th
percentile by assets (of 127,072 plans): $447,897
avg assets per participant

Where Taylor Valve Technology, Inc. Employee Stock Ownership Plan sits by total assets

Taylor Valve Technology, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$25,530,118 Top 23% higher than 77% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Taylor Valve Technology, Inc. Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Taylor Valve Technology, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2022 filing to $26M in the plan year 2023 filing.
Taylor Valve Technology, Inc. Employee Stock Ownership Plan reported participants rose from 52 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Oklahoma

Industry

Manufacturing

Taylor Valve Technology, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Taylor Valve Technology, Inc. Employee Stock Ownership Plan outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$17M
Net Income	$15M
Employer EIN	730744522
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Taylor Valve Technology, Inc.)

Total plan assets by year, all Taylor Valve Technology, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	52	$18M
2023	2	120	$29M
2024	2	129	$37M

Nearby ESOP Plans in Oklahoma

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

Taylor Valve Technology, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants

Locke Supply Co. Employee Stock Ownership Plan $311M · 1,300
International Chemical Company Employee Stock Ownership Plan $232M · 62
Metro Builders Supply, Inc. Employee Stock Ownership Plan $155M · 1,305
Bancfirst Corporation Employee Stock Ownership Plan $147M · 1,631
Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan $118M · 132

Compare Taylor Valve Technology, Inc. Employee S… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Taylor Valve Technology, Inc. Employee Stock Ownership Plan by total assets, not by location.

Ck Supply Employee Stock Ownership Plan (MO) $25M · 111
Apmc Holdings, Inc. Employee Stock Ownership Plan (IN) $26M · 97
Compunetics, Inc. Employees Stock Ownership Plan (PA) $25M · 450
Eder Flag Manufacturing Co., Inc. Employee Stock Ownership Plan (WI) $26M · 144

Frequently Asked Questions

How did Taylor Valve Technology, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Taylor Valve Technology, Inc. Employee Stock Ownership Plan surged - up 39.3% during 2023, from $18M to $26M. Reported net income was $15M.

How have Taylor Valve Technology, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Taylor Valve Technology, Inc.'s sponsor-wide assets grew 103.1%, from $18M to $37M.

Where does Taylor Valve Technology, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Taylor Valve Technology, Inc. Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Taylor Valve Technology, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Ck Supply Employee Stock Ownership Plan in MO ($25M, 111 participants).

Next read for Taylor Valve Technology, Inc. Employee S…

Scale reading

Ways to act on Taylor Valve Technology, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Taylor Valve Technology, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Oklahoma. Compare plans
Taylor Valve Technology, Inc.'s sponsor-wide assets have grown 103.1% since 2022 across 3 plan years on file. More Manufacturing plans

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 730744522.