ESOP · DOL Form 5500 · 2024

R. Torre & Company, Inc. ESOP

Data updated 2026-08-25

$46M
Total assets Below avg plan size
228
Participants Below avg headcount
83rd
Percentile by assets National rank
$201,951
Avg per participant Above avg balance/head
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Official DOL plan name: Torani Team Member Employee Stock Ownership Plan · Sponsored by R. Torre & Company, Inc. · California · Manufacturing

$46M in assets, 228 participants

R. Torre & Company, Inc.'s Torani Team Member Employee Stock Ownership Plan reported $46M in total assets and 228 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #13,547 in Manufacturing (17,777 peers)

Coverage in California

Torani Team Member Employee Stock Ownership Plan covers 228 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $46M.

#13,547
in Manufacturing (17,777 peers)
+19.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Torani Team Member Employee Stock Ownership Plan's outsized position by total assets

Torani Team Member Employee Stock Ownership Plan vs every filed plan by assets

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

$46,044,752 Top 17% higher than 83% 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

Torani Team Member 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. Torani Team Member Employee Stock Ownership Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Torani Team Member Employee Stock Ownership Plan reported net income fell from $18M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Torani Team Member Employee Stock Ownership Plan end-of-year assets rose from $39M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Torani Team Member Employee Stock Ownership Plan reported participants rose from 220 in the plan year 2023 filing to 228 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 942590264 · R. Torre & Company, Inc. PY 2024 · ESOP

Torani Team Member Employee Stock Ownership Plan · $46M · 228 · 83rd

  • TYPE $46M
  • NET 228
  • BOOK 83rd
  • VS-ST ESOP
  • BOY near Gmb Architecture + Engineering Employee Stock Ownership Plan
  • SCH ind #13547

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 California →

Torani Team Member Employee Stock Ownership Plan in the asset neighbourhood

General Engineering Co. of Virginia Employee Stock Ownership Plan and TrustGeneral Engineering Co. of V…$46MRoss Industries, Inc. Employee Stock Ownership Plan & TrustRoss Industries, Inc. Employ…$46MTorani Team Member Employee Stock Ownership PlanTorani Team Member Employee …$46MGmb Architecture + Engineering Employee Stock Ownership PlanGmb Architecture + Engineeri…$46MBierschbach Equipment & Supply Co., Inc. Employee Stock Ownership PlanBierschbach Equipment & Supp…$46M
End-of-year total assets ($M) among Torani Team Member Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$32M
Net Income$8M
Employer EIN942590264
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R. Torre & Company, Inc.)

Sponsor-wide plan assets over time

All R. Torre & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 71.41553393392101% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $57.3M $98.2M ▲ +71.4%
Year Plans Participants Total Assets
2022 2 427 $57M
2023 2 468 $82M
2024 2 522 $98M

Nearby ESOP Plans in California

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

Torani Team Member Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Torani Team Member Employee Stock Ownership Plan, Total assets ($B): 0.046044752 · Participants: 228Torani Team Member Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Torani Team Member Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Torani Team Member Employee Stock Ownership Plan side-by-side with 3 peers →

Torani Team Member Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Gmb Architecture + Engineering Employee Stock Ownership Plan in MI ($46M); by covered participants it is Chesapeake Financial Shares, Inc. Employee Stock Ownership Plan in VA (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Torani Team Member Employee Stock Ownership Plan assets move in 2024? ▼
Torani Team Member Employee Stock Ownership Plan grew sharply - up 19.3% during 2024, from $39M to $46M. Reported net income was $8M.
How have R. Torre & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R. Torre & Company, Inc.'s sponsor-wide assets grew 71.4%, from $57M to $98M.
Where does Torani Team Member Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Torani Team Member Employee Stock Ownership Plan ranks in the 83rd 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 Torani Team Member Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gmb Architecture + Engineering Employee Stock Ownership Plan in MI ($46M, 187 participants).
Which ESOP plans cover a similar participant headcount to Torani Team Member Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chesapeake Financial Shares, Inc. Employee Stock Ownership Plan in VA (228 participants, $10M 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 942590264.

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.