ESOP · DOL Form 5500 · 2024

Tier1 Impact Pbc, Inc. ESOP

Data updated 2026-08-11

$46M
Total assets
335
Participants
83rd
Percentile by assets
$138,326
Avg per participant
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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.

  • 83rd percentile by assets (of 123,622 plans)
  • #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.

$46M
total plan assets (2024 EOY)
335
covered participants
83rd
percentile by assets (of 123,622 plans)
$138,326
avg assets per participant

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.

Where Tier 1 Performance Solutions Employee Stock Ownership Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
Kentucky
Industry
Professional & Technical Services

Tier 1 Performance Solutions Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Tier 1 Performance Solutions Employee Stock Ownership Plan outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$39M
Net Income-$6M
Employer EIN810917710
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tier1 Impact Pbc, Inc.)

$45M$50M$55M 202220232024 $50.2M $46.3M ▼ -7.7%
Total plan assets by year, all Tier1 Impact Pbc, Inc. plans on file
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.

Tier 1 Performance Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Tier 1 Performance S…, Total assets ($B): 0.046339216 · Participants: 335Tier 1 Performance S…Houchens Industries,…, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries,…Gray, Inc. Employee …, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee …Stock Yards Bank & T…, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & T…Interstate Personnel…, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel…H & R Agri-Power Emp…, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Emp…
Tier 1 Performance Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Tier 1 Performance Solutions Employee St… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Tier 1 Performance Solutions Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Tier 1 Performance Solutions Employee Stock Ownership Plan assets move in 2024? ▼
Tier 1 Performance Solutions Employee Stock Ownership Plan pulled back noticeably - down 12.8% during 2024, from $53M to $46M. Reported net income was -$6M.
How have Tier1 Impact Pbc, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tier1 Impact Pbc, Inc.'s sponsor-wide assets declined 7.7%, from $50M to $46M.
Where does Tier 1 Performance Solutions Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Tier 1 Performance Solutions Employee Stock Ownership Plan ranks in the 83rd 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 Tier 1 Performance Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Madison Investment Employee Stock Ownership Plan in WI ($46M, 84 participants).

Next read for Tier 1 Performance Solutions Employee St…

Scale reading

Ways to act on Tier 1 Performance Solutions Employee Stock Ownership Plan's numbers.

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 810917710.

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.