ESOP · DOL Form 5500 · 2024

Tillotson Enterprises, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
41
Participants Small participant base
31st
Percentile by assets National rank
$58,298
Avg per participant Low balance/head
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Official DOL plan name: Tillotson Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Tillotson Enterprises, Inc. · · Construction

$2M in assets, 41 participants

Tillotson Enterprises, Inc.'s Tillotson Enterprises, Inc. Employee Stock Ownership Plan reported $2M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,699 in Construction (9,039 peers)

Tillotson Enterprises, Inc. multi-year trail

Tillotson Enterprises, Inc.'s plans moved +13.3% in assets from 2023 to 2024; this filing shows Tillotson Enterprises, Inc. Employee Stock Ownership Plan at $2M / 41 participants.

#2,699
in Construction (9,039 peers)
-14.6%
assets change YoY

The plan reported a net loss of $312K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tillotson Enterprises, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Tillotson Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,390,235 31st percentile higher than 31% 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

Tillotson Enterprises, Inc. 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. Tillotson Enterprises, Inc. Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tillotson Enterprises, Inc. Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2023 filing to -$312K in the plan year 2024 filing.
  • Tillotson Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Tillotson Enterprises, Inc. Employee Stock Ownership Plan reported participants fell from 44 in the plan year 2023 filing to 41 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 911844909 · Tillotson Enterprises, Inc. PY 2024 · ESOP

Tillotson Enterprises, Inc. Employee Stock Ownership Plan · $2M · 41 · 31st

  • NET $2M
  • BOOK 41
  • VS-ST 31st
  • BOY ESOP
  • SCH near Management Support Technology, Incorporated Employee Stock Ownership
  • EBSA ind #2699

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? →

Tillotson Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Forge Group, Inc. ESOP$2MCombined Express, Inc. Employee Stock Ownership PlanCombined Express, Inc. Emplo…$2MTillotson Enterprises, Inc. Employee Stock Ownership PlanTillotson Enterprises, Inc. …$2MManagement Support Technology, Incorporated Employee Stock OwnershipManagement Support Technolog…$2MRice Associates, Inc. Employee Stock Ownership PlanRice Associates, Inc. Employ…$2M
End-of-year total assets ($M) among Tillotson Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tillotson Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tillotson Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 13.283535714285714% vs 2023
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 20232024 $2.8M $3.17M ▲ +13.2%
Year Plans Participants Total Assets
2023 1 44 $3M
2024 2 87 $3M

Tillotson Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$6M
Net Income-$312K
Employer EIN911844909
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in

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

Tillotson Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in , assets vs. participants Scatter plot of 6 data points. 0100200300400500 -50050100150 Total assets ($M) Participants Tillotson Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.390235 · Participants: 41Tillotson Enterprises, Inc. Employee Stock Ownership PlanLetner Roofing Company Employee Stock Ownership Plan, Total assets ($M): 140.631332 · Participants: 71Letner Roofing Company Employee Stock Ownership PlanGodshall's Quality Meats Employee Stock Ownership Plan, Total assets ($M): 78.199328 · Participants: 273Godshall's Quality Meats Employee Stock Ownership PlanOnin Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 42.312512 · Participants: 422Onin Holdings, Inc. Employee Stock Ownership PlanPapich Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 33.8 · Participants: 85Papich Construction Company, Inc. Employee Stock Ownership PlanHc Employee Stock Ownership Plan, Total assets ($M): 25.6 · Participants: 430Hc Employee Stock Ownership Plan
Tillotson Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in , assets vs. participants
Compare Tillotson Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside this state, the nearest ESOP by assets is Management Support Technology, Incorporated Employee Stock Ownership in VA ($2M); by covered participants it is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Tillotson Enterprises, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Tillotson Enterprises, Inc. Employee Stock Ownership Plan pulled back noticeably - down 14.6% during 2024, from $3M to $2M. Reported net income was -$312K.
How have Tillotson Enterprises, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Tillotson Enterprises, Inc.'s sponsor-wide assets grew 13.3%, from $3M to $3M.
Which ESOP plans are similar in size to Tillotson Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Management Support Technology, Incorporated Employee Stock Ownership in VA ($2M, 35 participants).
Which ESOP plans cover a similar participant headcount to Tillotson Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants, N/A 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 911844909.

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.