ESOP · DOL Form 5500 · 2024

Toltz King Duvall Anderson and Associates Incorporated ESOP

Data updated 2026-07-24

$54M
Total assets: 383
Participants: 85th
Percentile by assets: $141,341
Avg per participant

Official DOL plan name: Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan · Sponsored by Toltz King Duvall Anderson and Associates Incorporated · Minnesota · Professional & Technical Services

$54M in assets, 383 participants

Toltz King Duvall Anderson and Associates Incorporated's Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan reported $54M in total assets and 383 participants in its 2024 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 116,472 plans)

Coverage in Minnesota

Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan covers 383 participants in Minnesota, about 33% of the average Minnesota filer (state average ~1,161 per filing). Assets: $54M.

$54M
total plan assets (2024 EOY): 383
covered participants: 85th
percentile by assets (of 116,472 plans): $141,341
avg assets per participant

Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan reported participants rose from 345 in the plan year 2023 filing to 383 in the plan year 2024 filing.
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan end-of-year assets rose from $52M in the plan year 2023 filing to $54M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Minnesota

Industry

Professional & Technical Services

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan reports 383 participants - about 33% of that state average ($54M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)	$52M
Net Assets (End of Year)	$54M
Net Income	$3M
Employer EIN	410579540
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Toltz King Duvall Anderson and Associates Incorporated)

Total plan assets by year, all Toltz King Duvall Anderson and Associates Incorporated plans on file

Year	Plans	Participants	Total Assets
2022	2	629	$94M
2023	2	688	$111M
2024	2	759	$126M

Nearby ESOP Plans in Minnesota

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

Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants

Andersen Corporation Employee Stock Ownership Plan $963M · 12,104
Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $594M · 490
Kingdom Enterprises, Inc. Employee Stock Ownership Plan $594M · 782
Ablenet, Inc. Employee Stock Ownership Plan $460M · 134
Hormel Foods Corporation Joint Earnings Profit Sharing Trust $424M · 4,375

Compare Toltz King Duvall Anderson and Associate… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan by total assets, not by location.

Owl's Head Alloys Employee Stock Ownership Plan (KY) $54M · 184
Robin Industries, Inc. Employee Stock Ownership Plan (OH) $54M · 396
Penmac Staffing Services Inc Employee Stock Ownership Plan (MO) $54M · 850
Gordon, Inc. Employee Stock Ownership Plan (LA) $54M · 127

Frequently Asked Questions

How did Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan assets move in 2024? ▼

Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan edged up modestly - up 5.0% during 2024, from $52M to $54M. Reported net income was $3M.

How have Toltz King Duvall Anderson and Associates Incorporated plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Toltz King Duvall Anderson and Associates Incorporated's sponsor-wide assets grew 34.0%, from $94M to $126M.

Where does Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Owl's Head Alloys Employee Stock Ownership Plan in KY ($54M, 184 participants).

Next read for Toltz King Duvall Anderson and Associate…

Filing takeaways

Ways to act on Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan's numbers.

By total assets, Toltz King Duvall Anderson and Associates Incorpor 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 Minnesota. Compare plans
Toltz King Duvall Anderson and Associates Incorporated's sponsor-wide assets have grown 34.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410579540.

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.