ESOP · DOL Form 5500 · 2024

Truescripts Holdings, Inc. ESOP

Data updated 2026-08-25

$51M
Total assets Below avg plan size
146
Participants Small participant base
84th
Percentile by assets National rank
$349,212
Avg per participant High balance/head
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Official DOL plan name: Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Truescripts Holdings, Inc. · Indiana · Finance & Insurance

$51M in assets, 146 participants

Truescripts Holdings, Inc.'s Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan reported $51M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,483 in Finance & Insurance (8,549 peers)

Coverage in Indiana

Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan covers 146 participants in Indiana, about 27% of the average Indiana filer (state average ~541 per filing). Assets: $51M.

#6,483
in Finance & Insurance (8,549 peers)
+12.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$50,985,000 Top 16% higher than 84% 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

Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 113 in the plan year 2023 filing to 146 in the plan year 2024 filing.
  • Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $46M in the plan year 2023 filing to $51M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 934418149 · Truescripts Holdings, Inc. PY 2024 · ESOP

Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan · $51M · 146 · 84th

  • EIN $51M
  • RANK 146
  • PHOTO 84th
  • IND ESOP
  • EOY near Hamilton Point Investments ESOP
  • 5500 ind #6483

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 Indiana →

Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Matandy Steel Employee Stock Ownership PlanMatandy Steel Employee Stock…$51MHamilton Point Investments ESOPHamilton Point Investments E…$51MReformed Truescripts Holdings, Inc. Employee Stock Ownership PlanReformed Truescripts Holding…$51MIntegration Innovation, Inc. Employee Stock Ownership PlanIntegration Innovation, Inc.…$51MHerbert Rowland & Grubic, Inc. Employee Stock Ownership PlanHerbert Rowland & Grubic, In…$51M
End-of-year total assets ($M) among Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$7M
Net Income$8M
Employer EIN934418149
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truescripts Holdings, Inc.)

Sponsor-wide plan assets over time

All Truescripts Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 12.030323005932763% vs 2023
2024 filing year
$44M$46M$48M$50M$52M 20232024 $45.5M $51M ▲ +12.0%
Year Plans Participants Total Assets
2023 1 113 $46M
2024 1 146 $51M

Nearby ESOP Plans in Indiana

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

Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.050985 · Participants: 146Reformed Truescripts Holdings, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Hamilton Point Investments ESOP in CT ($51M); by covered participants it is Herregan Distributors, Inc. Employee Stock Ownership Plan in MN (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.0% during 2024, from $46M to $51M. Reported net income was $8M.
How have Truescripts Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Truescripts Holdings, Inc.'s sponsor-wide assets grew 12.0%, from $46M to $51M.
Where does Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hamilton Point Investments ESOP in CT ($51M, 99 participants).
Which ESOP plans cover a similar participant headcount to Reformed Truescripts Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Herregan Distributors, Inc. Employee Stock Ownership Plan in MN (146 participants, $470K 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 934418149.

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.