ESOP · DOL Form 5500 · 2024

Elan-Polo, Inc ESOP

Data updated 2026-08-25

$745
Total assets Small plan by assets
38
Participants Small participant base
0th
Percentile by assets National rank
$20
Avg per participant Low balance/head
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Official DOL plan name: Elan-Polo, Inc Employee Stock Ownership Plan · Sponsored by Elan-Polo, Inc · Tennessee · Wholesale Trade

$745 in assets, 38 participants

Elan-Polo, Inc's Elan-Polo, Inc Employee Stock Ownership Plan reported $745 in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 0th 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.

  • #15 in Wholesale Trade (6,080 peers)

Elan-Polo, Inc multi-year trail

Elan-Polo, Inc's plans moved -99.8% in assets from 2022 to 2024; this filing shows Elan-Polo, Inc Employee Stock Ownership Plan at $745 / 38 participants.

#15
in Wholesale Trade (6,080 peers)
-99.8%
assets change YoY

Elan-Polo, Inc Employee Stock Ownership Plan among the smaller filed plans by assets

Elan-Polo, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$745 0th percentile higher than 0% 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

Elan-Polo, 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. Elan-Polo, Inc Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elan-Polo, Inc Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to $105K in the plan year 2024 filing.
  • Elan-Polo, Inc Employee Stock Ownership Plan reported participants rose from 34 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 430832559 · Elan-Polo, Inc PY 2024 · ESOP

Elan-Polo, Inc Employee Stock Ownership Plan · $745 · 38 · 0th

  • VS-ST $745
  • BOY 38
  • SCH 0th
  • EBSA ESOP
  • PART near Avitecture, Inc. Employee Stock Ownership Plan
  • TYPE ind #15

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 Tennessee →

Elan-Polo, Inc Employee Stock Ownership Plan in the asset neighbourhood

Elan-Polo, Inc Employee Stock Ownership PlanElan-Polo, Inc Employee Stoc…$745Avitecture, Inc. Employee Stock Ownership PlanAvitecture, Inc. Employee St…$831Naples Soap Company, Inc. Employee Stock Ownership Plan and TrustNaples Soap Company, Inc. Em…$937Timberpine, Inc. Employee Stock Ownership PlanTimberpine, Inc. Employee St…$538Anderson Fabrics, Inc. ESOP$982
End-of-year total assets ($M) among Elan-Polo, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Elan-Polo, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Elan-Polo, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$745 99.81095976614836% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.39M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 34 $394K
2023 1 34 N/A
2024 2 38 $745

Elan-Polo, Inc filing trail (2024)

Total Assets (Beginning of Year)$414K
Net Assets (End of Year)-$6M
Net Income$105K
Employer EIN430832559
Plan Effective Date1966-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Tennessee

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

Elan-Polo, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -500050010001500 -2000200400600 Total assets ($M) Participants Elan-Polo, Inc Employee Stock Ownership Plan, Total assets ($M): 0.000745 · Participants: 38Elan-Polo, Inc Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Elan-Polo, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Elan-Polo, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Elan-Polo, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Avitecture, Inc. Employee Stock Ownership Plan in VA ($831); by covered participants it is Foresight Bank Employee Stock Ownership Plan in MN (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Elan-Polo, Inc Employee Stock Ownership Plan assets move in 2024? ▼
Elan-Polo, Inc Employee Stock Ownership Plan contracted severely - down 99.8% during 2024, from $414K to $745. Reported net income was $105K.
How have Elan-Polo, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elan-Polo, Inc's sponsor-wide assets declined 99.8%, from $394K to $745.
Where does Elan-Polo, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Elan-Polo, Inc Employee Stock Ownership Plan ranks in the 0th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Elan-Polo, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Avitecture, Inc. Employee Stock Ownership Plan in VA ($831, N/A participants).
Which ESOP plans cover a similar participant headcount to Elan-Polo, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Foresight Bank Employee Stock Ownership Plan in MN (38 participants, $6M 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 430832559.

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.