ESOP · DOL Form 5500 · 2024

Esi Inc. of Tennessee ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
40
Participants Small participant base
36th
Percentile by assets National rank
$89,054
Avg per participant Below avg balance/head
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Official DOL plan name: Esi Inc. of Tennessee Employee Stock Ownership Plan · Sponsored by Esi Inc. of Tennessee · Georgia · Professional & Technical Services

$4M in assets, 40 participants

Esi Inc. of Tennessee's Esi Inc. of Tennessee Employee Stock Ownership Plan reported $4M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,710 in Professional & Technical Services (20,173 peers)

Esi Inc. of Tennessee multi-year trail

Esi Inc. of Tennessee's plans moved +13.9% in assets from 2022 to 2024; this filing shows Esi Inc. of Tennessee Employee Stock Ownership Plan at $4M / 40 participants.

#6,710
in Professional & Technical Services (20,173 peers)
+1052.2%
assets growth YoY

Esi Inc. of Tennessee Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Esi Inc. of Tennessee Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,562,144 36th percentile higher than 36% of 123,620 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 2024

Esi Inc. of Tennessee Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Esi Inc. of Tennessee Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Esi Inc. of Tennessee Employee Stock Ownership Plan reported net income rose from $284K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Esi Inc. of Tennessee Employee Stock Ownership Plan end-of-year assets rose from $309K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Esi Inc. of Tennessee Employee Stock Ownership Plan reported participants fell from 46 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 621026418 · Esi Inc. of Tennessee PY 2024 · ESOP

Esi Inc. of Tennessee Employee Stock Ownership Plan · $4M · 40 · 36th

  • BOOK $4M
  • VS-ST 40
  • BOY 36th
  • SCH ESOP
  • EBSA near Diamond Screw Products, Inc. Employee Stock Ownership Plan
  • PART ind #6710

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 Georgia →

Esi Inc. of Tennessee Employee Stock Ownership Plan in the asset neighbourhood

8z Employee Stock Ownership Plan8z Employee Stock Ownership …$4MGrady Brothers, Inc. Employee Stock Ownership PlanGrady Brothers, Inc. Employe…$4MWillington Nameplate, Inc. Employee Stock Ownership PlanWillington Nameplate, Inc. E…$4MEsi Inc. of Tennessee Employee Stock Ownership PlanEsi Inc. of Tennessee Employ…$4MDiamond Screw Products, Inc. Employee Stock Ownership PlanDiamond Screw Products, Inc.…$4M
End-of-year total assets ($M) among Esi Inc. of Tennessee Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Esi Inc. of Tennessee multi-year asset trail

Sponsor-wide plan assets over time

All Esi Inc. of Tennessee plans reported in each filing year

Latest sponsor-wide plan assets
$17M 13.868273871447641% vs 2022
2024 filing year
$15M$16M$17M$18M 202220232024 $15.3M $17.4M ▲ +13.9%
Year Plans Participants Total Assets
2022 2 123 $15M
2023 2 97 $17M
2024 2 83 $17M

Esi Inc. of Tennessee filing trail (2024)

Total Assets (Beginning of Year)$309K
Net Assets (End of Year)-$2M
Net Income$4M
Employer EIN621026418
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Esi Inc. of Tennessee Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Esi Inc. of Tennessee Employee Stock Ownership Plan, Total assets ($M): 3.562144 · Participants: 40Esi Inc. of Tennessee Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 681.121519 · Participants: 1745Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 548.082498 · Participants: 494Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 522.430924 · Participants: 485Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 281.399754 · Participants: 488Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 230.799825 · Participants: 324Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Esi Inc. of Tennessee Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Esi Inc. of Tennessee Employee Stock Ownership Plan side-by-side with 3 peers →

Esi Inc. of Tennessee Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Diamond Screw Products, Inc. Employee Stock Ownership Plan in KY ($4M); by covered participants it is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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.

Frequently Asked Questions

How did Esi Inc. of Tennessee Employee Stock Ownership Plan assets move in 2024? ▼
Esi Inc. of Tennessee Employee Stock Ownership Plan surged - up 1052.2% during 2024, from $309K to $4M. Reported net income was $4M.
How have Esi Inc. of Tennessee plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Esi Inc. of Tennessee's sponsor-wide assets grew 13.9%, from $15M to $17M.
Which ESOP plans are similar in size to Esi Inc. of Tennessee Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Diamond Screw Products, Inc. Employee Stock Ownership Plan in KY ($4M, 24 participants).
Which ESOP plans cover a similar participant headcount to Esi Inc. of Tennessee Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants, $2M in assets).

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 621026418.

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.