ESOP · DOL Form 5500 · 2024
Toltz King Duvall Anderson and Associates Incorporated ESOP
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 383
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $141,341
- Avg per participant Near avg balance/head
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.
- #17,319 in Professional & Technical Services (20,173 peers)
Coverage in Minnesota
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan covers 383 participants in Minnesota, about 34% of the average Minnesota filer (state average ~1,126 per filing). Assets: $54M.
- #17,319
- in Professional & Technical Services (20,173 peers)
- +5.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan's outsized position by total assets
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$54,133,764 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan sits mid-pack in the medium band (383 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 410579540 · Toltz King Duvall Anderson and Associates Incorporated PY 2024 · ESOP
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan · $54M · 383 · 85th
- NET $54M
- NET 383
- NET 85th
- NET ESOP
- NET near Owl's Head Alloys Employee Stock Ownership Plan
- NET ind #17319
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 Minnesota →
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Toltz King Duvall Anderson and Associates Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $126M 34.01152975553083% vs 2022
- 2024 filing year
| 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.
- 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
- Force America Inc. Employee Stock Ownership Plan $473M · 615
- Ablenet, Inc. Employee Stock Ownership Plan $460M · 134
Toltz King Duvall Anderson and Associates Incorpor Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Owl's Head Alloys Employee Stock Ownership Plan in KY ($54M); by covered participants it is Nd Energy Services Management, Inc. Employee Stock Ownership Plan in ND (384 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
Similar participant headcount
Nearest other-state filings by covered participants (383 participants); asset peers above are excluded.
- Nd Energy Services Management, Inc. Employee Stock Ownership Plan (ND) 384 · 1 off
- Murray Plumbing & Heating Corporation Employee Stock Ownership Plan (CA) 384 · 1 off
- First Bank Corp Employee Stock Ownership Plan (AR) 385 · 2 off
- Specialty Home Care, Inc. Employee Stock Ownership Plan (DC) 385 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.