ESOP · DOL Form 5500 · 2024

The Troxel Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
114
Participants Small participant base
28th
Percentile by assets National rank
$15,028
Avg per participant Low balance/head
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Official DOL plan name: The Troxel Company Employee Stock Ownership Plan and Trust · Sponsored by The Troxel Company · Tennessee · Manufacturing

$2M in assets, 114 participants

The Troxel Company's The Troxel Company Employee Stock Ownership Plan and Trust reported $2M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,270 in Manufacturing (17,777 peers)

Coverage in Tennessee

The Troxel Company Employee Stock Ownership Plan and Trust covers 114 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#2,270
in Manufacturing (17,777 peers)
-31.3%
assets change YoY

The plan reported a net loss of $780K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Troxel Company Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

The Troxel Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,713,146 28th percentile higher than 28% 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

The Troxel Company Employee Stock Ownership Plan and Trust 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. The Troxel Company Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Troxel Company Employee Stock Ownership Plan and Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Troxel Company Employee Stock Ownership Plan and Trust reported participants rose from 108 in the plan year 2023 filing to 114 in the plan year 2024 filing.
  • The Troxel Company Employee Stock Ownership Plan and Trust reported net income rose from -$824K in the plan year 2023 filing to -$780K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 620643944 · The Troxel Company PY 2024 · ESOP

The Troxel Company Employee Stock Ownership Plan and Trust · $2M · 114 · 28th

  • PCT $2M
  • EIN 114
  • RANK 28th
  • PHOTO ESOP
  • IND near Blooming Nursery, Inc. Employee Stock Ownership Plan
  • EOY ind #2270

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 Tennessee →

The Troxel Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

Automatic Car Wash, Inc. (Mont.) Employee Stock Ownership PlanAutomatic Car Wash, Inc. (Mo…$2MThe Troxel Company Employee Stock Ownership Plan and TrustThe Troxel Company Employee …$2MBlooming Nursery, Inc. Employee Stock Ownership PlanBlooming Nursery, Inc. Emplo…$2MSchonsheck, Inc. ESOP$2MVisual Interest, Inc. Employee Stock Ownership PlanVisual Interest, Inc. Employ…$2M
End-of-year total assets ($M) among The Troxel Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$780K
Employer EIN620643944
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Troxel Company)

Sponsor-wide plan assets over time

All The Troxel Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 76.02380005357448% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $7.15M $1.71M ▼ -76.1%
Year Plans Participants Total Assets
2022 2 203 $7M
2023 1 108 $2M
2024 1 114 $2M

Nearby ESOP Plans in Tennessee

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

The Troxel Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050010001500 -2000200400600 Total assets ($M) Participants The Troxel Company Employee Stock Ownership Plan and Trust, Total assets ($M): 1.713146 · Participants: 114The Troxel Company Employee Stock Ownership Plan and TrustBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership Plan
The Troxel Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare The Troxel Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Troxel Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Blooming Nursery, Inc. Employee Stock Ownership Plan in OR ($2M); by covered participants it is Extol, Inc. Employee Stock Ownership Plan in MI (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 The Troxel Company Employee Stock Ownership Plan and Trust assets move in 2024? ▼
The Troxel Company Employee Stock Ownership Plan and Trust contracted severely - down 31.3% during 2024, from $2M to $2M. Reported net income was -$780K.
How have The Troxel Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Troxel Company's sponsor-wide assets declined 76.0%, from $7M to $2M.
Which ESOP plans are similar in size to The Troxel Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Blooming Nursery, Inc. Employee Stock Ownership Plan in OR ($2M, 50 participants).
Which ESOP plans cover a similar participant headcount to The Troxel Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Extol, Inc. Employee Stock Ownership Plan in MI (114 participants, $2M 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 620643944.

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.