ESOP · DOL Form 5500 · 2024

Towneley Capital Management, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
15
Participants Small participant base
34th
Percentile by assets National rank
$201,273
Avg per participant Above avg balance/head
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Official DOL plan name: Tcm Employee Stock Ownership Plan · Sponsored by Towneley Capital Management, Inc. · California · Finance & Insurance

$3M in assets, 15 participants

Towneley Capital Management, Inc.'s Tcm Employee Stock Ownership Plan reported $3M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,906 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Tcm Employee Stock Ownership Plan holds $3M for 15 participants - about $201,273 per participant, in the lower half of filed plans by assets.

#1,906
in Finance & Insurance (8,549 peers)
+6.3%
assets growth YoY

Tcm Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Tcm Employee Stock Ownership Plan vs every filed plan by assets

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

$3,019,102 34th percentile higher than 34% 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

Tcm 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. Tcm Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tcm Employee Stock Ownership Plan reported net income rose from -$507K in the plan year 2023 filing to $178K in the plan year 2024 filing.
  • Tcm Employee Stock Ownership Plan reported participants rose from 13 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • Tcm Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 463728846 · Towneley Capital Management, Inc. PY 2024 · ESOP

Tcm Employee Stock Ownership Plan · $3M · 15 · 34th

  • BOY $3M
  • SCH 15
  • EBSA 34th
  • PART ESOP
  • TYPE near ESOP for Employees of Panhandle First Bank
  • NET ind #1906

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 →

Tcm Employee Stock Ownership Plan in the asset neighbourhood

Tcm Employee Stock Ownership PlanTcm Employee Stock Ownership…$3MESOP for Employees of Panhandle First BankESOP for Employees of Panhan…$3MNext Level Steel Employee Stock Ownership PlanNext Level Steel Employee St…$3MP.T. Services Rehabilitation, Inc. Employee Stock Ownership PlanP.T. Services Rehabilitation…$3MOates Associates, Inc. Employee Stock Ownership PlanOates Associates, Inc. Emplo…$3M
End-of-year total assets ($M) among Tcm Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$178K
Employer EIN463728846
Plan Effective Date2013-09-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Towneley Capital Management, Inc.)

Sponsor-wide plan assets over time

All Towneley Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 9.83128357506434% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $3.35M $3.02M ▼ -9.9%
Year Plans Participants Total Assets
2022 1 14 $3M
2023 1 13 $3M
2024 1 15 $3M

Nearby ESOP Plans in California

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

Tcm Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Tcm Employee Stock Ownership Plan, Total assets ($B): 0.003019102 · Participants: 15Tcm 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
Tcm Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Tcm Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is ESOP for Employees of Panhandle First Bank in OK ($3M); by covered participants it is Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan in MA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Tcm Employee Stock Ownership Plan assets move in 2024? ▼
Tcm Employee Stock Ownership Plan grew at a solid clip - up 6.3% during 2024, from $3M to $3M. Reported net income was $178K.
How have Towneley Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Towneley Capital Management, Inc.'s sponsor-wide assets declined 9.8%, from $3M to $3M.
Which ESOP plans are similar in size to Tcm Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is ESOP for Employees of Panhandle First Bank in OK ($3M, 26 participants).
Which ESOP plans cover a similar participant headcount to Tcm Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Feingold & Feingold Insurance Agency Inc. Employee Stock Ownership Plan in MA (15 participants, $1M 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 463728846.

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.