ESOP · DOL Form 5500 · 2024

Taylor & Martin Enterprises, Inc. ESOP

Data updated 2026-07-24

$91M
Total assets
62
Participants
90th
Percentile by assets
$1.5M
Avg per participant
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Official DOL plan name: Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Taylor & Martin Enterprises, Inc. · Nebraska · Administrative & Support Services

$91M in assets, 62 participants

Taylor & Martin Enterprises, Inc.'s Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan reported $91M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 116,472 plans)

Where Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan sits by assets

Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $91M for 62 participants (~$1.5M/participant), down 58.4% in 2024.

$91M
total plan assets (2024 EOY)
62
covered participants
90th
percentile by assets (of 116,472 plans)
$1.5M
avg assets per participant

The plan reported a net loss of $107M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan reported net income fell from $34M in the plan year 2023 filing to -$107M in the plan year 2024 filing.
  • Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets fell from $218M in the plan year 2023 filing to $91M in the plan year 2024 filing.
  • Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan reported participants fell from 65 in the plan year 2023 filing to 62 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan outranks 90% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$218M
Net Assets (End of Year)$91M
Net Income-$107M
Employer EIN621236695
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taylor & Martin Enterprises, Inc.)

$50M$100M$150M$200M$250M 202220232024 $184M $90.7M ▼ -50.8%
Total plan assets by year, all Taylor & Martin Enterprises, Inc. plans on file
Year Plans Participants Total Assets
2022 1 64 $184M
2023 1 65 $218M
2024 1 62 $91M

Nearby ESOP Plans in Nebraska

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

Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants

Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 50100150200250 Total assets ($M) Participants Taylor & Martin Ente…Commonwealth Holding…Majors Plastics, Inc…Structural Component…Olsson, Inc. Employe…Van Kirk Brothers Co…
Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan assets move in 2024?
Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan contracted severely - down 58.4% during 2024, from $218M to $91M. Reported net income was -$107M.
How have Taylor & Martin Enterprises, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Taylor & Martin Enterprises, Inc.'s sponsor-wide assets declined 50.8%, from $184M to $91M.
Where does Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Acme Group Holding Company, Inc. Employee Stock Ownership Plan and Trust in MO ($91M, 344 participants).

Next read for Taylor & Martin Enterprises, Inc. Employ…

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Ways to act on Taylor & Martin Enterprises, Inc. 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 621236695.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.