ESOP · DOL Form 5500 · 2024
T&w Enterprises Corporation ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $31,845
- Avg per participant Low balance/head
Official DOL plan name: T&w Enterprises Corporation Employee Stock Ownership Plan and Trust · Sponsored by T&w Enterprises Corporation · Kentucky · Healthcare & Social Assistance
$3M in assets, 103 participants
T&w Enterprises Corporation's T&w Enterprises Corporation Employee Stock Ownership Plan and Trust reported $3M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #6,054 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kentucky
T&w Enterprises Corporation Employee Stock Ownership Plan and Trust covers 103 participants in Kentucky, about 16% of the average Kentucky filer (state average ~647 per filing). Assets: $3M.
- #6,054
- in Healthcare & Social Assistance (16,916 peers)
- $3M
- reported net income
T&w Enterprises Corporation Employee Stock Ownership Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
T&w Enterprises Corporation Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,280,000 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
T&w Enterprises Corporation 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. T&w Enterprises Corporation Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (103 participants).
DOL schedule card
Filing strip 811962438 · T&w Enterprises Corporation PY 2024 · ESOP
T&w Enterprises Corporation Employee Stock Ownership Plan and Trust · $3M · 103 · 35th
- IND $3M
- IND 103
- IND 35th
- IND ESOP
- IND near Improve Group, Inc. Employee Stock Ownership Plan
- IND ind #6054
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 Kentucky →
T&w Enterprises Corporation Employee Stock Ownership Plan and Trust in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $3M |
| Employer EIN | 811962438 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.6B · 7,785
- Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
- H & R Agri-Power Employee Stock Ownership Plan $111M · 522
T&w Enterprises Corporation Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Improve Group, Inc. Employee Stock Ownership Plan in NM ($3M); by covered participants it is Cci Holdings, Inc. Employee Stock Ownership Plan in IN (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (103 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.