ESOP · DOL Form 5500 · 2024

Tag Management, Inc. ESOP

Data updated 2026-08-25

$355K
Total assets Small plan by assets
3
Participants Small participant base
15th
Percentile by assets National rank
$118,284
Avg per participant Near avg balance/head
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Official DOL plan name: Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement · Sponsored by Tag Management, Inc. · California · Professional & Technical Services

$355K in assets, 3 participants

Tag Management, Inc.'s Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement reported $355K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,319 in Professional & Technical Services (20,173 peers)

Tag Management, Inc. multi-year trail

Tag Management, Inc.'s plans moved +104.3% in assets from 2022 to 2024; this filing shows Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement at $355K / 3 participants.

#2,319
in Professional & Technical Services (20,173 peers)
+73.8%
assets growth YoY

Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement among the smaller filed plans by assets

Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets

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

$354,851 15th percentile higher than 15% 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

Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement reported net income rose from $31K in the plan year 2023 filing to $151K in the plan year 2024 filing.
  • Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement end-of-year assets rose from $204K in the plan year 2023 filing to $355K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330879925 · Tag Management, Inc. PY 2024 · ESOP

Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement · $355K · 3 · 15th

  • RANK $355K
  • RANK 3
  • RANK 15th
  • RANK ESOP
  • RANK near Rovers North Employee Stock Ownership Plan
  • RANK ind #2319

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 →

Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood

Rovers North Employee Stock Ownership PlanRovers North Employee Stock …$355KRsi Retirement Savings Plan$356KTag Management, Inc. Employee Stock Ownership Plan and Trust AgreementTag Management, Inc. Employe…$355KDexter Research Center Inc Employee Stock Ownership PlanDexter Research Center Inc E…$352KCamarata Masonry Systems Employee Stock Ownership PlanCamarata Masonry Systems Emp…$352K
End-of-year total assets ($M) among Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tag Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tag Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$355K 104.32369249903553% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M 202220232024 $0.17M $0.35M ▲ +105.9%
Year Plans Participants Total Assets
2022 1 4 $174K
2023 1 3 $204K
2024 1 3 $355K

Tag Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$204K
Net Assets (End of Year)$355K
Net Income$151K
Employer EIN330879925
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 0.000354851 · Participants: 3Tag Management, Inc. Employee Stock Ownership Plan and Trust AgreementParsons 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
Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in California, assets vs. participants
Compare Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement side-by-side with 3 peers →

Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Rovers North Employee Stock Ownership Plan in VT ($355K); by covered participants it is Island City Dray Profit Sharing Plan in WI (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement assets move in 2024? ▼
Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement surged - up 73.8% during 2024, from $204K to $355K. Reported net income was $151K.
How have Tag Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tag Management, Inc.'s sponsor-wide assets grew 104.3%, from $174K to $355K.
Where does Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement rank by assets among Form 5500 filers? ▼
Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement ranks in the 15th 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 Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by assets is Rovers North Employee Stock Ownership Plan in VT ($355K, 35 participants).
Which ESOP plans cover a similar participant headcount to Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by covered participants is Island City Dray Profit Sharing Plan in WI (3 participants, $798K 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 330879925.

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.