ESOP · DOL Form 5500 · 2024

Trimark Corporation ESOP

Data updated 2026-08-25

$48M
Total assets Below avg plan size
310
Participants Below avg headcount
84th
Percentile by assets National rank
$156,117
Avg per participant Above avg balance/head
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Official DOL plan name: Trimark Corporation Employee Stock Ownership Plan · Sponsored by Trimark Corporation · Iowa · Manufacturing

$48M in assets, 310 participants

Trimark Corporation's Trimark Corporation Employee Stock Ownership Plan reported $48M in total assets and 310 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #13,674 in Manufacturing (17,777 peers)

Where Trimark Corporation Employee Stock Ownership Plan sits by assets

Trimark Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $48M for 310 participants (~$156,117/participant), up 9.9% in 2024.

#13,674
in Manufacturing (17,777 peers)
+9.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Trimark Corporation Employee Stock Ownership Plan's outsized position by total assets

Trimark Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$48,396,408 Top 16% higher than 84% 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

Trimark Corporation 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. Trimark Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (310 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Trimark Corporation Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Trimark Corporation Employee Stock Ownership Plan end-of-year assets rose from $44M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Trimark Corporation Employee Stock Ownership Plan reported participants rose from 294 in the plan year 2023 filing to 310 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 421327045 · Trimark Corporation PY 2024 · ESOP

Trimark Corporation Employee Stock Ownership Plan · $48M · 310 · 84th

  • SCH $48M
  • EBSA 310
  • PART 84th
  • TYPE ESOP
  • NET near A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan
  • BOOK ind #13674

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 Iowa →

Trimark Corporation Employee Stock Ownership Plan in the asset neighbourhood

Paddock Publications, Inc. Employee Stock Ownership PlanPaddock Publications, Inc. E…$48MTrimark Corporation Employee Stock Ownership PlanTrimark Corporation Employee…$48MA. Morton Thomas and Associates, Inc. Employee Stock Ownership PlanA. Morton Thomas and Associa…$48MTaft Electric Company Employee Stock Ownership PlanTaft Electric Company Employ…$48MGreater Metroplex Interiors Holdings, Inc. Employee Stock Ownership PlanGreater Metroplex Interiors …$48M
End-of-year total assets ($M) among Trimark Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$48M
Net Income$4M
Employer EIN421327045
Plan Effective Date1943-12-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Trimark Corporation)

Sponsor-wide plan assets over time

All Trimark Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$74M 25.262768434354427% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $58.9M $73.7M ▲ +25.3%
Year Plans Participants Total Assets
2022 2 650 $59M
2023 2 622 $67M
2024 2 676 $74M

Nearby ESOP Plans in Iowa

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

Trimark Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 200400600800100012001400 02004006008001000 Total assets ($M) Participants Trimark Corporation Employee Stock Ownership Plan, Total assets ($M): 48.396408 · Participants: 310Trimark Corporation Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Trimark Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Trimark Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan in MD ($48M); by covered participants it is Rifenburg Employee Stock Ownership Plan in NY (310 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Trimark Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Trimark Corporation Employee Stock Ownership Plan grew at a solid clip - up 9.9% during 2024, from $44M to $48M. Reported net income was $4M.
How have Trimark Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trimark Corporation's sponsor-wide assets grew 25.3%, from $59M to $74M.
Where does Trimark Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Trimark Corporation Employee Stock Ownership Plan ranks in the 84th 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 Trimark Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan in MD ($48M, 519 participants).
Which ESOP plans cover a similar participant headcount to Trimark Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rifenburg Employee Stock Ownership Plan in NY (310 participants, $27M 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 421327045.

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.