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
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.
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 EIN | 621236695 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Taylor & Martin Enterprises, Inc.)
| 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
- Commonwealth Holdings, Inc. Employee Stock Ownership Plan $208M · 241
- Majors Plastics, Inc. Employee Stock Ownership Plan $91M · 372
- Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust $82M · 391
- Olsson, Inc. Employee Stock Ownership Plan $71M · 1,806
- Van Kirk Brothers Contracting Employee Stock Ownership Plan $63M · 115
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? ▼
How have Taylor & Martin Enterprises, Inc. plan assets changed over time? ▼
Where does Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Nebraska. Compare plans
- Taylor & Martin Enterprises, Inc.'s sponsor-wide assets have declined 50.8% since 2022 across 3 plan years on file. More Administrative & Support Services plans
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.