ESOP · DOL Form 5500 · 2024
Tier1 Impact Pbc, Inc. ESOP
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 335
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $138,326
- Avg per participant Near avg balance/head
Official DOL plan name: Tier 1 Performance Solutions Employee Stock Ownership Plan · Sponsored by Tier1 Impact Pbc, Inc. · Kentucky · Professional & Technical Services
$46M in assets, 335 participants
Tier1 Impact Pbc, Inc.'s Tier 1 Performance Solutions Employee Stock Ownership Plan reported $46M in total assets and 335 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #16,939 in Professional & Technical Services (20,173 peers)
Where Tier 1 Performance Solutions Employee Stock Ownership Plan sits by assets
Tier 1 Performance Solutions Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $46M for 335 participants (~$138,326/participant), down 12.8% in 2024.
- #16,939
- in Professional & Technical Services (20,173 peers)
- -12.8%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tier 1 Performance Solutions Employee Stock Ownership Plan's outsized position by total assets
Tier 1 Performance Solutions Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,339,216 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Tier 1 Performance Solutions 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. Tier 1 Performance Solutions Employee Stock Ownership Plan sits mid-pack in the medium band (335 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tier 1 Performance Solutions Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- Tier 1 Performance Solutions Employee Stock Ownership Plan end-of-year assets fell from $53M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Tier 1 Performance Solutions Employee Stock Ownership Plan reported participants rose from 314 in the plan year 2023 filing to 335 in the plan year 2024 filing.
DOL schedule card
Filing strip 810917710 · Tier1 Impact Pbc, Inc. PY 2024 · ESOP
Tier 1 Performance Solutions Employee Stock Ownership Plan · $46M · 335 · 83rd
- VS-ST $46M
- VS-ST 335
- VS-ST 83rd
- VS-ST ESOP
- VS-ST near Madison Investment Employee Stock Ownership Plan
- VS-ST ind #16939
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 Kentucky →
Tier 1 Performance Solutions Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | -$6M |
| Employer EIN | 810917710 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tier1 Impact Pbc, Inc.)
Sponsor-wide plan assets over time
All Tier1 Impact Pbc, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 7.73943455302245% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $50M |
| 2023 | 1 | 314 | $53M |
| 2024 | 1 | 335 | $46M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.6B · 7,785
- Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
- H & R Agri-Power Employee Stock Ownership Plan $111M · 522
Tier 1 Performance Solutions Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Madison Investment Employee Stock Ownership Plan in WI ($46M); by covered participants it is Employee Stock Ownership Plan of Golden Knight Holdings, Inc. in NV (335 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (335 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.