ESOP · DOL Form 5500 · 2023

Taylor Valve Technology, Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
57
Participants Small participant base
77th
Percentile by assets National rank
$447,897
Avg per participant High balance/head
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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.

  • #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.

#12,710
in Manufacturing (18,722 peers)
+39.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Taylor Valve Technology, Inc. Employee Stock Ownership Plan's outsized position 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

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

Taylor Valve Technology, 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. Taylor Valve Technology, Inc. Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Plan-year Form 5500 strip

Filing strip 730744522 · Taylor Valve Technology, Inc. PY 2023 · ESOP

Taylor Valve Technology, Inc. Employee Stock Ownership Plan · $26M · 57 · 77th

  • EBSA $26M
  • EBSA 57
  • EBSA 77th
  • EBSA ESOP
  • EBSA near Ck Supply Employee Stock Ownership Plan
  • EBSA ind #12710

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 Oklahoma →

Taylor Valve Technology, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Eder Flag Manufacturing Co., Inc. Employee Stock Ownership PlanEder Flag Manufacturing Co.,…$26MApmc Holdings, Inc. Employee Stock Ownership PlanApmc Holdings, Inc. Employee…$26MTaylor Valve Technology, Inc. Employee Stock Ownership PlanTaylor Valve Technology, Inc…$26MCk Supply Employee Stock Ownership PlanCk Supply Employee Stock Own…$25MCompunetics, Inc. Employees Stock Ownership PlanCompunetics, Inc. Employees …$25M
End-of-year total assets ($M) among Taylor Valve Technology, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income$15M
Employer EIN730744522
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taylor Valve Technology, Inc.)

Sponsor-wide plan assets over time

All Taylor Valve Technology, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 103.08330968699524% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $18.3M $37.2M ▲ +103.1%
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 Scatter plot of 6 data points. -5000500100015002000 0100200300400 Total assets ($M) Participants Taylor Valve Technology, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.530118 · Participants: 57Taylor Valve Technology, Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 232.047343 · Participants: 62International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.222563 · Participants: 132Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Taylor Valve Technology, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Taylor Valve Technology, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Taylor Valve Technology, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Ck Supply Employee Stock Ownership Plan in MO ($25M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 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).
Which ESOP plans cover a similar participant headcount to Taylor Valve Technology, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 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 730744522.

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.