ESOP · DOL Form 5500 · 2024

Taylor-Listug, Inc. ESOP

Data updated 2026-08-25

$55M
Total assets Below avg plan size
903
Participants Near avg headcount
85th
Percentile by assets National rank
$61,227
Avg per participant Low balance/head
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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.

  • #14,032 in Manufacturing (17,777 peers)

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.

#14,032
in Manufacturing (17,777 peers)
-48.0%
assets change YoY
0.6×
vs typical plan assets (national mean)

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's outsized position by total assets

Taylor-Listug, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$55,288,253 Top 15% higher than 85% 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

Taylor-Listug, Inc. 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. Taylor-Listug, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (903 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 330008323 · Taylor-Listug, Inc. PY 2024 · ESOP

Taylor-Listug, Inc. Employee Stock Ownership Plan · $55M · 903 · 85th

  • BOOK $55M
  • BOOK 903
  • BOOK 85th
  • BOOK ESOP
  • BOOK near Pioneer Cladding & Glazing Systems, Inc. Employee Stock Ownership Plan
  • BOOK ind #14032

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 California →

Taylor-Listug, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sentry Equipment Corp. Employee Stock Ownership PlanSentry Equipment Corp. Emplo…$56MMelton Machine & Control Company Employee Stock Ownership PlanMelton Machine & Control Com…$56MAqua Engineers, Inc. Employee Stock Ownership PlanAqua Engineers, Inc. Employe…$55MTaylor-Listug, Inc. Employee Stock Ownership PlanTaylor-Listug, Inc. Employee…$55MPioneer Cladding & Glazing Systems, Inc. Employee Stock Ownership PlanPioneer Cladding & Glazing S…$55M
End-of-year total assets ($M) among Taylor-Listug, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)-$147M
Net Income-$49M
Employer EIN330008323
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taylor-Listug, Inc.)

Sponsor-wide plan assets over time

All Taylor-Listug, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 48.551790620417734% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $224M $115M ▼ -48.6%
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 Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Taylor-Listug, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.055288253 · Participants: 903Taylor-Listug, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Taylor-Listug, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Taylor-Listug, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Taylor-Listug, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Pioneer Cladding & Glazing Systems, Inc. Employee Stock Ownership Plan in OH ($55M); by covered participants it is Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan in MN (903 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (903 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 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 123,622 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).
Which ESOP plans cover a similar participant headcount to Taylor-Listug, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan in MN (903 participants, $133M 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 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.