ESOP · DOL Form 5500 · 2024

Tfg Tree-Free, Inc. Dba Tree Free Greetings ESOP

Data updated 2026-08-25

$371K
Total assets Small plan by assets
18
Participants Small participant base
15th
Percentile by assets National rank
$20,596
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Tree Free Greetings Employee Stock Ownership Plan · Sponsored by Tfg Tree-Free, Inc. Dba Tree Free Greetings · New Hampshire · Professional & Technical Services

$371K in assets, 18 participants

Tfg Tree-Free, Inc. Dba Tree Free Greetings's Tree Free Greetings Employee Stock Ownership Plan reported $371K in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,364 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Tree Free Greetings Employee Stock Ownership Plan holds $371K for 18 participants - about $20,596 per participant, among the smaller plans by assets on file.

#2,364
in Professional & Technical Services (20,173 peers)
-$3M
reported net income

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tree Free Greetings Employee Stock Ownership Plan among the smaller filed plans by assets

Tree Free Greetings Employee Stock Ownership Plan vs every filed plan by assets

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

$370,732 15th percentile higher than 15% 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

Tree Free Greetings 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. Tree Free Greetings Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 562628897 · Tfg Tree-Free, Inc. Dba Tree Free Greetings PY 2024 · ESOP

Tree Free Greetings Employee Stock Ownership Plan · $371K · 18 · 15th

  • VS-ST $371K
  • BOY 18
  • SCH 15th
  • EBSA ESOP
  • PART near Encon Employee Stock Ownership Plan
  • TYPE ind #2364

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 New Hampshire →

Tree Free Greetings Employee Stock Ownership Plan in the asset neighbourhood

Tree Free Greetings Employee Stock Ownership PlanTree Free Greetings Employee…$371KEncon Employee Stock Ownership PlanEncon Employee Stock Ownersh…$370KFarmers Bancshares, Inc. Employee Stock Ownership PlanFarmers Bancshares, Inc. Emp…$369KIcepts Technology Group, Inc. Employee Stock Ownership PlanIcepts Technology Group, Inc…$373KCummings Aerospace, Inc. Employee Stock Ownership PlanCummings Aerospace, Inc. Emp…$375K
End-of-year total assets ($M) among Tree Free Greetings Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$3M
Net Income-$3M
Employer EIN562628897
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Hampshire

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

Tree Free Greetings Employee Stock Ownership Plan vs. nearby ESOP plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -0.500.511.5 Total assets ($B) Participants Tree Free Greetings Employee Stock Ownership Plan, Total assets ($B): 0.000370732 · Participants: 18Tree Free Greetings Employee Stock Ownership PlanHypertherm Associate Stock Ownership Plan, Total assets ($B): 1.072122068 · Participants: 1481Hypertherm Associate Stock Ownership PlanNew England Wire Technologies Corp. Employee Stock Ownership Plan, Total assets ($B): 0.074470633 · Participants: 437New England Wire Technologies Corp. Employee Stock Ownership Plan1a Auto, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.035047112 · Participants: 2801a Auto, Inc. Employee Stock Ownership PlanGeokon Employee Stock Ownership Plan, Total assets ($B): 0.032015918 · Participants: 154Geokon Employee Stock Ownership PlanNew Hampshire Boring, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.028694098 · Participants: 58New Hampshire Boring, Inc. Employee Stock Ownership Plan
Tree Free Greetings Employee Stock Ownership Plan vs. nearby ESOP plans in New Hampshire, assets vs. participants

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

Outside New Hampshire, the nearest ESOP by assets is Encon Employee Stock Ownership Plan in TX ($370K); by covered participants it is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Tree Free Greetings Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Tree Free Greetings Employee Stock Ownership Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Tree Free Greetings Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Encon Employee Stock Ownership Plan in TX ($370K, 23 participants).
Which ESOP plans cover a similar participant headcount to Tree Free Greetings Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants, $2M in assets).