ESOP · DOL Form 5500 · 2023

T.W. Frierson Contractor, Inc. ESOP

Data updated 2026-08-25

$34M
Total assets Below avg plan size
143
Participants Small participant base
81st
Percentile by assets National rank
$237,136
Avg per participant Above avg balance/head
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Official DOL plan name: T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan · Sponsored by T.W. Frierson Contractor, Inc. · Tennessee · Construction

$34M in assets, 143 participants

T.W. Frierson Contractor, Inc.'s T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan reported $34M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,152 in Construction (9,030 peers)

Coverage in Tennessee

T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan covers 143 participants in Tennessee, about 13% of the average Tennessee filer (state average ~1,126 per filing). Assets: $34M.

#7,152
in Construction (9,030 peers)
+67.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan's outsized position by total assets

T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$33,910,482 Top 19% higher than 81% 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

T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan end-of-year assets rose from $20M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan reported participants rose from 134 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620602130 · T.W. Frierson Contractor, Inc. PY 2023 · ESOP

T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan · $34M · 143 · 81st

  • PART $34M
  • PART 143
  • PART 81st
  • PART ESOP
  • PART near Tech Systems, Inc. Employee Stock Ownership Plan
  • PART ind #7152

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 Tennessee →

T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Pala Group, Inc. Employee Stock Ownership PlanPala Group, Inc. Employee St…$34MEmerald Asset Management Employee Stock Ownership PlanEmerald Asset Management Emp…$34MT.W. Frierson Contractor, Inc. Employee Stock Ownership PlanT.W. Frierson Contractor, In…$34MTech Systems, Inc. Employee Stock Ownership PlanTech Systems, Inc. Employee …$34MFirst Citizens Financial Corp Employee Stock Ownership PlanFirst Citizens Financial Cor…$34M
End-of-year total assets ($M) among T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$31M
Net Income$14M
Employer EIN620602130
Plan Effective Date2016-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (T.W. Frierson Contractor, Inc.)

Sponsor-wide plan assets over time

All T.W. Frierson Contractor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 27.720962294999158% vs 2022
2024 filing year
$20M$30M$40M$50M$60M$70M 202220232024 $39M $28.2M ▼ -27.7%
Year Plans Participants Total Assets
2022 2 277 $39M
2023 2 298 $58M
2024 1 184 $28M

Nearby ESOP Plans in Tennessee

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

T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan, Total assets ($M): 33.910482 · Participants: 143T.W. Frierson Contractor, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Tech Systems, Inc. Employee Stock Ownership Plan in GA ($34M); by covered participants it is Alcoa Electrical Contractor, Inc. Employee Stock Ownership Plan in CA (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan surged - up 67.0% during 2023, from $20M to $34M. Reported net income was $14M.
How have T.W. Frierson Contractor, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T.W. Frierson Contractor, Inc.'s sponsor-wide assets declined 27.7%, from $39M to $28M.
Where does T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan ranks in the 81st 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 T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tech Systems, Inc. Employee Stock Ownership Plan in GA ($34M, 325 participants).
Which ESOP plans cover a similar participant headcount to T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alcoa Electrical Contractor, Inc. Employee Stock Ownership Plan in CA (143 participants, $10M 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 620602130.

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.