ESOP · DOL Form 5500 · 2024

Taylor Valve Technology, Inc. ESOP

Data updated 2026-08-25

$33M
Total assets Below avg plan size
64
Participants Small participant base
79th
Percentile by assets National rank
$509,920
Avg per participant High balance/head
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Official DOL plan name: Taylor Valve Technology, Inc. Employee Stock Ownership Plan · Sponsored by Taylor Valve Technology, Inc. · Oklahoma · Manufacturing

$33M in assets, 64 participants

Taylor Valve Technology, Inc.'s Taylor Valve Technology, Inc. Employee Stock Ownership Plan reported $33M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #12,517 in Manufacturing (17,777 peers)

Where Taylor Valve Technology, Inc. Employee Stock Ownership Plan sits by assets

Taylor Valve Technology, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $33M for 64 participants (~$509,920/participant), up 27.8% in 2024.

#12,517
in Manufacturing (17,777 peers)
+27.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Taylor Valve Technology, Inc. Employee Stock Ownership Plan's outsized position by total assets

Taylor Valve Technology, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$32,634,877 Top 21% higher than 79% 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 Valve Technology, 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 Valve Technology, Inc. Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Taylor Valve Technology, Inc. Employee Stock Ownership Plan reported net income fell from $15M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Taylor Valve Technology, Inc. Employee Stock Ownership Plan end-of-year assets rose from $26M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Taylor Valve Technology, Inc. Employee Stock Ownership Plan reported participants rose from 57 in the plan year 2023 filing to 64 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 730744522 · Taylor Valve Technology, Inc. PY 2024 · ESOP

Taylor Valve Technology, Inc. Employee Stock Ownership Plan · $33M · 64 · 79th

  • IND $33M
  • IND 64
  • IND 79th
  • IND ESOP
  • IND near Jlg Architects Employee Stock Ownership Plan
  • IND ind #12517

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 Oklahoma →

Taylor Valve Technology, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Modjeski and Masters Inc. Employee Stock Ownership PlanModjeski and Masters Inc. Em…$33MTaylor Valve Technology, Inc. Employee Stock Ownership PlanTaylor Valve Technology, Inc…$33MJlg Architects Employee Stock Ownership PlanJlg Architects Employee Stoc…$33MApplied Information Sciences, Inc. Employee Stock Ownership PlanApplied Information Sciences…$33MPoint B, Inc. Employee Stock Ownership Plan and TrustPoint B, Inc. Employee Stock…$33M
End-of-year total assets ($M) among Taylor Valve Technology, 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)$26M
Net Assets (End of Year)$25M
Net Income$8M
Employer EIN730744522
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taylor Valve Technology, Inc.)

Sponsor-wide plan assets over time

All Taylor Valve Technology, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 103.08330968699524% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $18.3M $37.2M ▲ +103.1%
Year Plans Participants Total Assets
2022 1 52 $18M
2023 2 120 $29M
2024 2 129 $37M

Nearby ESOP Plans in Oklahoma

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

Taylor Valve Technology, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0100200300400 Total assets ($M) Participants Taylor Valve Technology, Inc. Employee Stock Ownership Plan, Total assets ($M): 32.634877 · Participants: 64Taylor Valve Technology, Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 293.39846 · Participants: 1287Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 250.621974 · Participants: 65International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 169.059478 · Participants: 1300Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 159.065318 · Participants: 1860Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.442225 · Participants: 172Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Taylor Valve Technology, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Taylor Valve Technology, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest ESOP by assets is Jlg Architects Employee Stock Ownership Plan in ND ($33M); by covered participants it is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Valve Technology, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Taylor Valve Technology, Inc. Employee Stock Ownership Plan grew sharply - up 27.8% during 2024, from $26M to $33M. Reported net income was $8M.
How have Taylor Valve Technology, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor Valve Technology, Inc.'s sponsor-wide assets grew 103.1%, from $18M to $37M.
Where does Taylor Valve Technology, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Taylor Valve Technology, Inc. Employee Stock Ownership Plan ranks in the 79th 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 Taylor Valve Technology, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jlg Architects Employee Stock Ownership Plan in ND ($33M, 190 participants).
Which ESOP plans cover a similar participant headcount to Taylor Valve Technology, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants, $5M 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 730744522.

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.