ESOP · DOL Form 5500 · 2024
Tactical Rehabilitation ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 48
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $43,542
- Avg per participant Low balance/head
Official DOL plan name: Tactical Rehabilitation Employee Stock Ownership Plan · Sponsored by Tactical Rehabilitation · North Carolina · Retail Trade
$2M in assets, 48 participants
Tactical Rehabilitation's Tactical Rehabilitation Employee Stock Ownership Plan reported $2M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #3,405 in Retail Trade (8,048 peers)
2024 asset change
Tactical Rehabilitation Employee Stock Ownership Plan surged 109.0% in 2024 ($1M → $2M) for 48 participants.
- #3,405
- in Retail Trade (8,048 peers)
- +109.0%
- assets growth YoY
The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tactical Rehabilitation Employee Stock Ownership Plan among the smaller filed plans by assets
Tactical Rehabilitation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,090,000 30th percentile higher than 30% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Tactical Rehabilitation 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. Tactical Rehabilitation Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 462082171 · Tactical Rehabilitation PY 2024 · ESOP
Tactical Rehabilitation Employee Stock Ownership Plan · $2M · 48 · 30th
- VS-ST $2M
- BOY 48
- SCH 30th
- EBSA ESOP
- PART near S.J. Morse Company Employee Stock Ownership Plan
- TYPE ind #3405
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 North Carolina →
Tactical Rehabilitation Employee Stock Ownership Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | -$27M |
| Net Income | -$28M |
| Employer EIN | 462082171 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,396
- Ecmd, Inc. Employee Stock Ownership Plan $154M · 969
- Precision Walls, Inc. Employee Stock Ownership Plan $143M · 1,228
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $133M · 279
- State Utility Contractors, Inc. Employee Stock Ownership Plan $123M · 158
Tactical Rehabilitation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is S.J. Morse Company Employee Stock Ownership Plan in WV ($2M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (48 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.