ESOP · DOL Form 5500 · 2024

Taylor-Listug, Inc. ESOP

Data updated 2026-07-24

$55M
Total assets: 903
Participants: 85th
Percentile by assets: $61,227
Avg per participant

Official DOL plan name: Taylor-Listug, Inc. Employee Stock Ownership Plan · Sponsored by Taylor-Listug, Inc. · California · Manufacturing

$55M in assets, 903 participants

Taylor-Listug, Inc.'s Taylor-Listug, Inc. Employee Stock Ownership Plan reported $55M in total assets and 903 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)

Where Taylor-Listug, Inc. Employee Stock Ownership Plan sits by assets

Taylor-Listug, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $55M for 903 participants (~$61,227/participant), down 48.0% in 2024.

$55M
total plan assets (2024 EOY): 903
covered participants: 85th
percentile by assets (of 116,472 plans): $61,227
avg assets per participant

The plan reported a net loss of $49M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Taylor-Listug, Inc. Employee Stock Ownership Plan end-of-year assets fell from $106M in the plan year 2023 filing to $55M in the plan year 2024 filing.
Taylor-Listug, Inc. Employee Stock Ownership Plan reported net income rose from -$64M in the plan year 2023 filing to -$49M in the plan year 2024 filing.
Taylor-Listug, Inc. Employee Stock Ownership Plan reported participants fell from 1,096 in the plan year 2023 filing to 903 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Manufacturing

Taylor-Listug, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Taylor-Listug, Inc. Employee Stock Ownership Plan outranks 85% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$106M
Net Assets (End of Year)	-$147M
Net Income	-$49M
Employer EIN	330008323
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Taylor-Listug, Inc.)

Total plan assets by year, all Taylor-Listug, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,628	$224M
2023	2	1,621	$164M
2024	2	1,363	$115M

Nearby ESOP Plans in California

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

Taylor-Listug, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Parsons Employee Stock Ownership Plan $5.0B · 8,040
Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
Ecc Employee Stock Ownership Plan $632M · 317
Agron, Inc. Employee Stock Ownership Plan $596M · 68
Proponent Employee Stock Ownership Plan $543M · 439

Compare Taylor-Listug, Inc. Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Taylor-Listug, Inc. Employee Stock Ownership Plan by total assets, not by location.

Pioneer Cladding & Glazing Systems, Inc. Employee Stock Ownership Plan (OH) $55M · 123
Aqua Engineers, Inc. Employee Stock Ownership Plan (HI) $55M · 92
Sentry Equipment Corp. Employee Stock Ownership Plan (WI) $56M · 191
Tgc Employee Stock Ownership Plan (MO) $56M · 422

Frequently Asked Questions

How did Taylor-Listug, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Taylor-Listug, Inc. Employee Stock Ownership Plan contracted severely - down 48.0% during 2024, from $106M to $55M. Reported net income was -$49M.

How have Taylor-Listug, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Taylor-Listug, Inc.'s sponsor-wide assets declined 48.6%, from $224M to $115M.

Where does Taylor-Listug, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Taylor-Listug, Inc. 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 Taylor-Listug, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Pioneer Cladding & Glazing Systems, Inc. Employee Stock Ownership Plan in OH ($55M, 123 participants).

Next read for Taylor-Listug, Inc. Employee Stock Owner…

Scale reading

Ways to act on Taylor-Listug, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Taylor-Listug, Inc. 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 California. Compare plans
Taylor-Listug, Inc.'s sponsor-wide assets have declined 48.6% since 2022 across 3 plan years on file. More Manufacturing 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 330008323.

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.