ESOP · DOL Form 5500 · 2023

Insul-Therm International, Inc. ESOP

Data updated 2026-08-25

$38M
Total assets Below avg plan size
42
Participants Small participant base
83rd
Percentile by assets National rank
$915,851
Avg per participant High balance/head
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Official DOL plan name: Insul-Therm Employee Stock Ownership Plan · Sponsored by Insul-Therm International, Inc. · California · Manufacturing

$38M in assets, 42 participants

Insul-Therm International, Inc.'s Insul-Therm Employee Stock Ownership Plan reported $38M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,087 in Manufacturing (18,722 peers)

Where Insul-Therm Employee Stock Ownership Plan sits by assets

Insul-Therm Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $38M for 42 participants (~$915,851/participant), up 12.0% in 2023.

#14,087
in Manufacturing (18,722 peers)
+12.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Insul-Therm Employee Stock Ownership Plan's outsized position by total assets

Insul-Therm Employee Stock Ownership Plan vs every filed plan by assets

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

$38,465,727 Top 17% higher than 83% 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

Insul-Therm 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. Insul-Therm Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insul-Therm Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Insul-Therm Employee Stock Ownership Plan end-of-year assets rose from $34M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Insul-Therm Employee Stock Ownership Plan reported participants fell from 45 in the plan year 2022 filing to 42 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954882159 · Insul-Therm International, Inc. PY 2023 · ESOP

Insul-Therm Employee Stock Ownership Plan · $38M · 42 · 83rd

  • SCH $38M
  • SCH 42
  • SCH 83rd
  • SCH ESOP
  • SCH near Kurt Manufacturing Company, Inc. Employee Stock Ownership Plan and Trust
  • SCH ind #14087

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 California →

Insul-Therm Employee Stock Ownership Plan in the asset neighbourhood

Stepherson, Incorporated Employee Stock Ownership PlanStepherson, Incorporated Emp…$39MOftedal Construction, Inc. Employee Stock Ownership PlanOftedal Construction, Inc. E…$39MNeighbors & Associates, Inc. Employee Stock Ownership PlanNeighbors & Associates, Inc.…$38MInsul-Therm Employee Stock Ownership PlanInsul-Therm Employee Stock O…$38MKurt Manufacturing Company, Inc. Employee Stock Ownership Plan and TrustKurt Manufacturing Company, …$38M
End-of-year total assets ($M) among Insul-Therm Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$38M
Net Income$4M
Employer EIN954882159
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insul-Therm International, Inc.)

Sponsor-wide plan assets over time

All Insul-Therm International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 18.90700248580069% vs 2022
2024 filing year
$35M$40M$45M 202220232024 $37M $44M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 90 $37M
2023 2 84 $42M
2024 2 92 $44M

Nearby ESOP Plans in California

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

Insul-Therm Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Insul-Therm Employee Stock Ownership Plan, Total assets ($B): 0.038465727 · Participants: 42Insul-Therm Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Insul-Therm Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Insul-Therm Employee Stock Ownership Plan side-by-side with 3 peers →

Insul-Therm Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Kurt Manufacturing Company, Inc. Employee Stock Ownership Plan and Trust in MN ($38M); by covered participants it is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Insul-Therm Employee Stock Ownership Plan assets move in 2023? ▼
Insul-Therm Employee Stock Ownership Plan grew at a solid clip - up 12.0% during 2023, from $34M to $38M. Reported net income was $4M.
How have Insul-Therm International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insul-Therm International, Inc.'s sponsor-wide assets grew 18.9%, from $37M to $44M.
Where does Insul-Therm Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Insul-Therm Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Insul-Therm Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kurt Manufacturing Company, Inc. Employee Stock Ownership Plan and Trust in MN ($38M, 428 participants).
Which ESOP plans cover a similar participant headcount to Insul-Therm Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants, $22M 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 954882159.

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.