ESOP · DOL Form 5500 · 2023
Truescripts Holdings, Inc. ESOP
Data updated 2026-08-11
- $46M
- Total assets
- 113
- Participants
- 85th
- Percentile by assets
- $402,743
- Avg per participant
Official DOL plan name: Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Truescripts Holdings, Inc. · Indiana · Finance & Insurance
$46M in assets, 113 participants
Truescripts Holdings, Inc.'s Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan reported $46M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 127,072 plans)
- #6,770 in Finance & Insurance (8,869 peers)
Coverage in Indiana
Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan covers 113 participants in Indiana, about 21% of the average Indiana filer (state average ~541 per filing). Assets: $46M.
- $46M
- total plan assets (2023 EOY)
- 113
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $402,743
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan reports 113 participants - about 21% of that state average ($46M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$1M |
| Net Income | -$1M |
| Employer EIN | 934418149 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Truescripts Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 113 | $46M |
| 2024 | 1 | 146 | $51M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Urschel Laboratories Employee Stock Ownership Plan $366M · 487
- Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Reformed Truescripts Holdings, 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 Indiana. Compare plans
- Truescripts Holdings, Inc.'s sponsor-wide assets have grown 12.0% since 2023 across 2 plan years on file. More Finance & Insurance plans