ESOP · DOL Form 5500 · 2024
Tates Rents, Inc. ESOP
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $205,008
- Avg per participant Above avg balance/head
Official DOL plan name: Tates Rents, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Tates Rents, Inc. · Idaho · Real Estate
$25M in assets, 120 participants
Tates Rents, Inc.'s Tates Rents, Inc. Employee Stock Ownership Plan and Trust reported $25M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #4,032 in Real Estate (4,605 peers)
Coverage in Idaho
Tates Rents, Inc. Employee Stock Ownership Plan and Trust covers 120 participants in Idaho, about 35% of the average Idaho filer (state average ~347 per filing). Assets: $25M.
- #4,032
- in Real Estate (4,605 peers)
- +0.9%
- assets growth YoY
Tates Rents, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
Tates Rents, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,601,000 Top 26% higher than 74% 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
Tates Rents, Inc. Employee Stock Ownership Plan and Trust 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. Tates Rents, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (120 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tates Rents, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $13M in the plan year 2023 filing to $424K in the plan year 2024 filing.
- Tates Rents, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 122 in the plan year 2023 filing to 120 in the plan year 2024 filing.
- Tates Rents, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $24M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 820467137 · Tates Rents, Inc. PY 2024 · ESOP
Tates Rents, Inc. Employee Stock Ownership Plan and Trust · $25M · 120 · 74th
- NET $25M
- BOOK 120
- VS-ST 74th
- BOY ESOP
- SCH near Ziebart International Corporation Employee Stock Ownership Plan
- EBSA ind #4032
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 Idaho →
Tates Rents, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Idaho filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $424K |
| Employer EIN | 820467137 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tates Rents, Inc.)
Sponsor-wide plan assets over time
All Tates Rents, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 69.50440648756567% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 176 | $15M |
| 2023 | 1 | 122 | $24M |
| 2024 | 1 | 120 | $25M |
Nearby ESOP Plans in Idaho
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Winco Employee Stock Ownership Plan $5.0B · 17,054
- Stellar Industries, Inc. Employee Stock Ownership Plan $331M · 774
- Norco, Inc. Employee Stock Ownership Plan $269M · 1,381
- Magic Valley Growers, Ltd. Employee Stock Ownership Plan $95M · 241
- The Franklin Group, Inc. Employee Stock Ownership Plan and Trust $90M · 561
Tates Rents, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Idaho, the nearest ESOP by assets is Ziebart International Corporation Employee Stock Ownership Plan in MI ($25M); by covered participants it is Sbna Holdings, Inc. Employee Stock Ownership Plan in TX (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Ziebart International Corporation Employee Stock Ownership Plan (MI) $25M · 90
- Airpro Fan & Blower Company Employee Stock Ownership Plan (WI) $25M · 102
- Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan (WI) $25M · 83
- Lawrence Fabric Structures Inc. Employee Stock Ownership Plan (MO) $25M · 65
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.