ESOP · DOL Form 5500 · 2023
Tadjer-Cohen-Edelson Associates Inc ESOP
Data updated 2026-08-25
- $996K
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $43,287
- Avg per participant Low balance/head
Official DOL plan name: Tadjer-Cohen-Edelson Associates Inc (ESOP) Amended and Restated Employee Stock Ownership Plan · Sponsored by Tadjer-Cohen-Edelson Associates Inc · Virginia · Professional & Technical Services
$996K in assets, 23 participants
Tadjer-Cohen-Edelson Associates Inc's Tadjer-Cohen-Edelson Associates Inc (ESOP) Amended and Restated Employee Stock Ownership Plan reported $996K in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,811 in Professional & Technical Services (20,321 peers)
Tadjer-Cohen-Edelson Associates Inc multi-year trail
Tadjer-Cohen-Edelson Associates Inc's plans moved -18.8% in assets from 2022 to 2024; this filing shows Tadjer-Cohen-Edelson Associates Inc (ESOP) Amended and Restated Employee Stock Ownership Plan at $996K / 23 participants.
- #3,811
- in Professional & Technical Services (20,321 peers)
- -12.1%
- assets change YoY
The plan reported a net loss of $137K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tadjer-Cohen-Edelson Associates Inc (ESOP) Amended and Restated Employee Stock Ownership Plan among the smaller filed plans by assets
Tadjer-Cohen-Edelson Associates Inc (ESOP) Amended and Restated Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$995,608 24th percentile higher than 24% 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
Tadjer-Cohen-Edelson Associates Inc (ESOP) Amended and Restated 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. Tadjer-Cohen-Edelson Associates Inc (ESOP) Amended and Restated Employee Stock Ownership Plan is a small filing (23 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tadjer-Cohen-Edelson Associates Inc (ESOP) Amended and Restated Employee Stock Ownership Plan reported net income fell from $105K in the plan year 2022 filing to -$137K in the plan year 2023 filing.
- Tadjer-Cohen-Edelson Associates Inc (ESOP) Amended and Restated Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $996K in the plan year 2023 filing.
- Tadjer-Cohen-Edelson Associates Inc (ESOP) Amended and Restated Employee Stock Ownership Plan reported participants fell from 26 in the plan year 2022 filing to 23 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 520903860 · Tadjer-Cohen-Edelson Associates Inc PY 2023 · ESOP
Tadjer-Cohen-Edelson Associates Inc (ESOP) Amended and Restated Employee Stock Ownership Plan · $996K · 23 · 24th
- ASSETS $996K
- PCT 23
- EIN 24th
- RANK ESOP
- PHOTO near Poolmaster, Inc. Employee Stock Ownership Plan
- IND ind #3811
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 Virginia →
Tadjer-Cohen-Edelson Associates Inc (ESOP) Amended and Restated Employee Stock Ownership Plan in the asset neighbourhood
Tadjer-Cohen-Edelson Associates Inc multi-year asset trail
Sponsor-wide plan assets over time
All Tadjer-Cohen-Edelson Associates Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $920K 18.770493033141015% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $1M |
| 2023 | 1 | 23 | $996K |
| 2024 | 1 | 23 | $920K |
Tadjer-Cohen-Edelson Associates Inc filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $996K |
| Net Income | -$137K |
| Employer EIN | 520903860 |
| Plan Effective Date | 1999-06-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $1.2B · 6,866
- The Resorts Companies, Inc. Employee Stock Ownership Plan $352M · 1,751
- American Systems Corporation Employee Stock Ownership Plan $331M · 1,782
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $322M · 1,652
- New River Electrical Corporation Employee Stock Ownership Plan $321M · 444
Tadjer-Cohen-Edelson Associates Inc (ESOP) Amended and Restated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is Poolmaster, Inc. Employee Stock Ownership Plan in CA ($997K); by covered participants it is Soundearth Strategies, Inc. Employee Stock Ownership Plan in WA (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($996K here).
Similar participant headcount
Nearest other-state filings by covered participants (23 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.