ESOP · DOL Form 5500 · 2023

Tax Management Associates, Inc ESOP

Data updated 2026-08-25

$33K
Total assets Small plan by assets
N/A
Participants Small participant base
3rd
Percentile by assets National rank
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Official DOL plan name: Tax Management Associates Employee Stock Ownership Plan · Sponsored by Tax Management Associates, Inc · North Carolina · Professional & Technical Services

$33K in assets, N/A participants

Tax Management Associates, Inc's Tax Management Associates Employee Stock Ownership Plan reported $33K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 3rd 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.

  • #526 in Professional & Technical Services (20,321 peers)

Tax Management Associates, Inc multi-year trail

Tax Management Associates, Inc's plans moved +43.9% in assets from 2022 to 2024; this filing shows Tax Management Associates Employee Stock Ownership Plan at $33K / N/A participants.

#526
in Professional & Technical Services (20,321 peers)
+0.0%
assets growth YoY

Tax Management Associates Employee Stock Ownership Plan among the smaller filed plans by assets

Tax Management Associates Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$32,562 3rd percentile higher than 3% of 127,068 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 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 561507131 · Tax Management Associates, Inc PY 2023 · ESOP

Tax Management Associates Employee Stock Ownership Plan · $33K · N/A · 3rd

  • SCH $33K
  • SCH N/A
  • SCH 3rd
  • SCH ESOP
  • SCH near Jo Ann Rains Employee Stock Ownership Plan
  • SCH ind #526

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 North Carolina →

Tax Management Associates Employee Stock Ownership Plan in the asset neighbourhood

Tax Management Associates Employee Stock Ownership PlanTax Management Associates Em…$33KJo Ann Rains Employee Stock Ownership PlanJo Ann Rains Employee Stock …$33KDiego Springs Holdings, Inc. Employee Stock Ownership and Profit Sharing PlanDiego Springs Holdings, Inc.…$33KDrobs, Inc. Employee Stock Ownership PlanDrobs, Inc. Employee Stock O…$33KDiablo Country Magazine, Inc. ESOPDiablo Country Magazine, Inc…$34K
End-of-year total assets ($M) among Tax Management Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tax Management Associates, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Tax Management Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 43.872911332580536% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.2M $10.4M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 146 $7M
2023 2 122 $8M
2024 3 207 $10M

Tax Management Associates, Inc filing trail (2023)

Total Assets (Beginning of Year)$33K
Net Assets (End of Year)N/A
Employer EIN561507131
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Tax Management Associates Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Tax Management Associates Employee Stock Ownership Plan, Total assets ($M): 0.032562 · Participants: 0Tax Management Associates Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Tax Management Associates Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Tax Management Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Tax Management Associates Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside North Carolina, the nearest ESOP by end-of-year assets is Jo Ann Rains Employee Stock Ownership Plan in TN at $33K (this filing: $33K).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tax Management Associates Employee Stock Ownership Plan assets move in 2023? ▼
Tax Management Associates Employee Stock Ownership Plan held essentially flat - up 0.0% during 2023, from $33K to $33K.
How have Tax Management Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tax Management Associates, Inc's sponsor-wide assets grew 43.9%, from $7M to $10M.
Where does Tax Management Associates Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Tax Management Associates Employee Stock Ownership Plan ranks in the 3rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Tax Management Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jo Ann Rains Employee Stock Ownership Plan in TN ($33K, N/A participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561507131.

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.