ESOP · DOL Form 5500 · 2024

Taylor & Martin Enterprises, Inc. ESOP

Data updated 2026-08-25

$91M
Total assets Below avg plan size
62
Participants Small participant base
90th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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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.

  • #4,154 in Administrative & Support Services (4,368 peers)

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.

#4,154
in Administrative & Support Services (4,368 peers)
-58.4%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan's outsized position by total assets

Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$90,705,713 Top 10% higher than 90% 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

Taylor & Martin Enterprises, 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. Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan is a small filing (62 participants) on this national headcount ladder.

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 →

EBSA filing schedule strip

Filing strip 621236695 · Taylor & Martin Enterprises, Inc. PY 2024 · ESOP

Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan · $91M · 62 · 90th

  • BOOK $91M
  • VS-ST 62
  • BOY 90th
  • SCH ESOP
  • EBSA near Acme Group Holding Company, Inc. Employee Stock Ownership Plan and Trust
  • PART ind #4154

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 Nebraska →

Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

West Valley Construction Co., Inc. ESOPWest Valley Construction Co.…$91MTaylor & Martin Enterprises, Inc. Employee Stock Ownership PlanTaylor & Martin Enterprises,…$91MAcme Group Holding Company, Inc. Employee Stock Ownership Plan and TrustAcme Group Holding Company, …$91MCci Holdings, Inc. Employee Stock Ownership PlanCci Holdings, Inc. Employee …$91MBrown and Caldwell Employee Stock Ownership PlanBrown and Caldwell Employee …$91M
End-of-year total assets ($M) among Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Taylor & Martin Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$91M 50.77344590160098% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $184M $90.7M ▼ -50.8%
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 Scatter plot of 6 data points. -5000500100015002000 50100150200250 Total assets ($M) Participants Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 90.705713 · Participants: 62Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 208.332233 · Participants: 241Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 124.422109 · Participants: 251Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 90.542776 · Participants: 372Majors Plastics, Inc. Employee Stock Ownership PlanStructural Component Systems, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 81.751352 · Participants: 391Structural Component Systems, Inc. Employee Stock Ownership Plan and TrustOlsson, Inc. Employee Stock Ownership Plan, Total assets ($M): 70.744835 · Participants: 1806Olsson, Inc. Employee Stock Ownership Plan
Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Acme Group Holding Company, Inc. Employee Stock Ownership Plan and Trust in MO ($91M); by covered participants it is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 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 123,622 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).
Which ESOP plans cover a similar participant headcount to Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants, $12M 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 621236695.

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.