ESOP · DOL Form 5500 · 2023

Royal Brass & Hose Company, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
150
Participants Small participant base
55th
Percentile by assets National rank
$56,310
Avg per participant Low balance/head
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Official DOL plan name: Royal Brass & Hose Employee Stock Ownership Plan · Sponsored by Royal Brass & Hose Company, Inc. · Tennessee · Wholesale Trade

$8M in assets, 150 participants

Royal Brass & Hose Company, Inc.'s Royal Brass & Hose Employee Stock Ownership Plan reported $8M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #2,877 in Wholesale Trade (6,309 peers)

Coverage in Tennessee

Royal Brass & Hose Employee Stock Ownership Plan covers 150 participants in Tennessee, about 13% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.

#2,877
in Wholesale Trade (6,309 peers)
+37.9%
assets growth YoY

Royal Brass & Hose Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Royal Brass & Hose Employee Stock Ownership Plan vs every filed plan by assets

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

$8,446,432 Top 45% higher than 55% 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

Royal Brass & Hose 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. Royal Brass & Hose Employee Stock Ownership Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Royal Brass & Hose Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Royal Brass & Hose Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Royal Brass & Hose Employee Stock Ownership Plan reported participants fell from 152 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620694119 · Royal Brass & Hose Company, Inc. PY 2023 · ESOP

Royal Brass & Hose Employee Stock Ownership Plan · $8M · 150 · 55th

  • SCH $8M
  • SCH 150
  • SCH 55th
  • SCH ESOP
  • SCH near Miracle Supply Company, Inc. Employee Stock Ownership Plan and Trust
  • SCH ind #2877

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 Tennessee →

Royal Brass & Hose Employee Stock Ownership Plan in the asset neighbourhood

Burleigh Construction Co., Inc. Employee Stock Ownership Plan and TrustBurleigh Construction Co., I…$8MNation-Wide Repair Holding Company, Inc. Employee Stock Ownership PlanNation-Wide Repair Holding C…$8MDahl's Equipment Rentals, Inc. Employee Stock Ownership PlanDahl's Equipment Rentals, In…$8MRoyal Brass & Hose Employee Stock Ownership PlanRoyal Brass & Hose Employee …$8MMiracle Supply Company, Inc. Employee Stock Ownership Plan and TrustMiracle Supply Company, Inc.…$8M
End-of-year total assets ($M) among Royal Brass & Hose Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN620694119
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Royal Brass & Hose Company, Inc.)

Sponsor-wide plan assets over time

All Royal Brass & Hose Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 14.693960864551059% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $18.1M $20.7M ▲ +14.7%
Year Plans Participants Total Assets
2022 2 306 $18M
2023 2 319 $20M
2024 2 379 $21M

Nearby ESOP Plans in Tennessee

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

Royal Brass & Hose Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants Royal Brass & Hose Employee Stock Ownership Plan, Total assets ($M): 8.446432 · Participants: 150Royal Brass & Hose Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Royal Brass & Hose Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Royal Brass & Hose Employee Stock Ownership Plan side-by-side with 3 peers →

Royal Brass & Hose Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Miracle Supply Company, Inc. Employee Stock Ownership Plan and Trust in MO ($8M); by covered participants it is Mclaren Technical Services, Inc. Employee Stock Ownership Plan in NJ (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Royal Brass & Hose Employee Stock Ownership Plan assets move in 2023? ▼
Royal Brass & Hose Employee Stock Ownership Plan surged - up 37.9% during 2023, from $6M to $8M. Reported net income was $3M.
How have Royal Brass & Hose Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royal Brass & Hose Company, Inc.'s sponsor-wide assets grew 14.7%, from $18M to $21M.
Which ESOP plans are similar in size to Royal Brass & Hose Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Miracle Supply Company, Inc. Employee Stock Ownership Plan and Trust in MO ($8M, 21 participants).
Which ESOP plans cover a similar participant headcount to Royal Brass & Hose Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mclaren Technical Services, Inc. Employee Stock Ownership Plan in NJ (150 participants, $13M 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 620694119.

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.