ESOP · DOL Form 5500 · 2023
Integrity Tree Services ESOP
Data updated 2026-08-25
- $230K
- Total assets Small plan by assets
- 201
- Participants Below avg headcount
- 12th
- Percentile by assets National rank
- $1,145
- Avg per participant Low balance/head
Official DOL plan name: Integrity Tree Services Employee Stock Ownership Plan · Sponsored by Integrity Tree Services · Michigan · Agriculture, Forestry & Fishing
$230K in assets, 201 participants
Integrity Tree Services's Integrity Tree Services Employee Stock Ownership Plan reported $230K in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #117 in Agriculture, Forestry & Fishing (1,288 peers)
Coverage in Michigan
Integrity Tree Services Employee Stock Ownership Plan covers 201 participants in Michigan, about 32% of the average Michigan filer (state average ~638 per filing). Assets: $230K.
- #117
- in Agriculture, Forestry & Fishing (1,288 peers)
- -56.6%
- assets change YoY
The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Integrity Tree Services Employee Stock Ownership Plan among the smaller filed plans by assets
Integrity Tree Services Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$230,056 12th percentile higher than 12% 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
Integrity Tree Services Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Integrity Tree Services Employee Stock Ownership Plan sits mid-pack in the medium band (201 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Integrity Tree Services Employee Stock Ownership Plan reported net income rose from -$12M in the plan year 2022 filing to -$31K in the plan year 2023 filing.
- Integrity Tree Services Employee Stock Ownership Plan end-of-year assets fell from $530K in the plan year 2022 filing to $230K in the plan year 2023 filing.
- Integrity Tree Services Employee Stock Ownership Plan reported participants rose from 180 in the plan year 2022 filing to 201 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 383411711 · Integrity Tree Services PY 2023 · ESOP
Integrity Tree Services Employee Stock Ownership Plan · $230K · 201 · 12th
- EBSA $230K
- PART 201
- TYPE 12th
- NET ESOP
- BOOK near The Brewing-Science Institute, Inc. Employee Stock Ownership Plan
- VS-ST ind #117
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 Michigan →
Integrity Tree Services Employee Stock Ownership Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $530K |
|---|---|
| Net Assets (End of Year) | -$12M |
| Net Income | -$31K |
| Employer EIN | 383411711 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Integrity Tree Services)
Sponsor-wide plan assets over time
All Integrity Tree Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $375K 78.63025033379549% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 334 | $2M |
| 2023 | 1 | 201 | $230K |
| 2024 | 1 | 201 | $375K |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.3B · 1,635
- The Kendall Group Employee Stock Ownership Plan $808M · 1,907
- Project Worldwide, Inc. Employee Stock Ownership Plan $436M · 1,173
- Motor City Electric Co. Employee Stock Ownership Plan $258M · 207
- Lee Contracting, Inc. Employee Stock Ownership Plan $238M · 500
Integrity Tree Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is The Brewing-Science Institute, Inc. Employee Stock Ownership Plan in CO ($230K); by covered participants it is Afco Industries, Inc. Employee Stock Ownership Plan in LA (201 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($230K here).
Similar participant headcount
Nearest other-state filings by covered participants (201 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.