ESOP · DOL Form 5500 · 2023

Brian Tooley Racing, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
53
Participants Small participant base
59th
Percentile by assets National rank
$190,569
Avg per participant Above avg balance/head
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Official DOL plan name: Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Brian Tooley Racing, Inc. · Kentucky · Retail Trade

$10M in assets, 53 participants

Brian Tooley Racing, Inc.'s Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust reported $10M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,858 in Retail Trade (8,414 peers)

Brian Tooley Racing, Inc. multi-year trail

Brian Tooley Racing, Inc.'s plans moved +209.9% in assets from 2022 to 2024; this filing shows Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust at $10M / 53 participants.

#5,858
in Retail Trade (8,414 peers)
+40.4%
assets growth YoY

Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$10,100,176 Top 41% higher than 59% 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

Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $473K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 41 in the plan year 2022 filing to 53 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 472511490 · Brian Tooley Racing, Inc. PY 2023 · ESOP

Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust · $10M · 53 · 59th

  • PCT $10M
  • PCT 53
  • PCT 59th
  • PCT ESOP
  • PCT near Stahly Engineering & Associates Employee Stock Ownership Plan & Trust
  • PCT ind #5858

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 Kentucky →

Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Brian Tooley Racing, Inc. Employee Stock Ownership Plan and TrustBrian Tooley Racing, Inc. Em…$10MStahly Engineering & Associates Employee Stock Ownership Plan & TrustStahly Engineering & Associa…$10MNational Azon Inc. Employee Stock Ownership PlanNational Azon Inc. Employee …$10MHdl Coren & Cone, Inc. Employee Stock Ownership PlanHdl Coren & Cone, Inc. Emplo…$10MNational Wire and Cable Corporation Employee Stock Ownership PlanNational Wire and Cable Corp…$10M
End-of-year total assets ($M) among Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Brian Tooley Racing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Brian Tooley Racing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 209.88815495276262% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $7.2M $22.3M ▲ +209.7%
Year Plans Participants Total Assets
2022 1 41 $7M
2023 1 53 $10M
2024 1 56 $22M

Brian Tooley Racing, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN472511490
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.010100176 · Participants: 53Brian Tooley Racing, Inc. Employee Stock Ownership Plan and TrustHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Stahly Engineering & Associates Employee Stock Ownership Plan & Trust in MT ($10M); by covered participants it is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust surged - up 40.4% during 2023, from $7M to $10M. Reported net income was $3M.
How have Brian Tooley Racing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brian Tooley Racing, Inc.'s sponsor-wide assets grew 209.9%, from $7M to $22M.
Which ESOP plans are similar in size to Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Stahly Engineering & Associates Employee Stock Ownership Plan & Trust in MT ($10M, 44 participants).
Which ESOP plans cover a similar participant headcount to Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants, $12M 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 472511490.

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.