ESOP · DOL Form 5500 · 2024
Turn-Key Medical Inc. ESOP
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $180,556
- Avg per participant Above avg balance/head
Official DOL plan name: Turn-Key Medical, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Turn-Key Medical Inc. · Idaho · Wholesale Trade
$7M in assets, 36 participants
Turn-Key Medical Inc.'s Turn-Key Medical, Inc. Employee Stock Ownership Plan and Trust reported $7M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #2,218 in Wholesale Trade (6,080 peers)
Turn-Key Medical Inc. multi-year trail
Turn-Key Medical Inc.'s plans moved +106.3% in assets from 2022 to 2024; this filing shows Turn-Key Medical, Inc. Employee Stock Ownership Plan and Trust at $7M / 36 participants.
- #2,218
- in Wholesale Trade (6,080 peers)
- +47.4%
- assets growth YoY
The plan reported a net loss of $850K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Turn-Key Medical, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers
Turn-Key Medical, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,500,000 47th percentile higher than 47% 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
Turn-Key Medical, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Turn-Key Medical, Inc. Employee Stock Ownership Plan and Trust is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Turn-Key Medical, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $1M in the plan year 2023 filing to -$850K in the plan year 2024 filing.
- Turn-Key Medical, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Turn-Key Medical, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 34 in the plan year 2023 filing to 36 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 820379197 · Turn-Key Medical Inc. PY 2024 · ESOP
Turn-Key Medical, Inc. Employee Stock Ownership Plan and Trust · $7M · 36 · 47th
- NET $7M
- NET 36
- NET 47th
- NET ESOP
- NET near Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan
- NET ind #2218
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 Idaho →
Turn-Key Medical, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Turn-Key Medical Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Turn-Key Medical Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 106.34920634920636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $3M |
| 2023 | 1 | 34 | $4M |
| 2024 | 1 | 36 | $7M |
Turn-Key Medical Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$850K |
| Employer EIN | 820379197 |
| Plan Effective Date | 2019-10-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Idaho
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Winco Employee Stock Ownership Plan $5.0B · 17,054
- Stellar Industries, Inc. Employee Stock Ownership Plan $331M · 774
- Norco, Inc. Employee Stock Ownership Plan $269M · 1,381
- Magic Valley Growers, Ltd. Employee Stock Ownership Plan $95M · 241
- The Franklin Group, Inc. Employee Stock Ownership Plan and Trust $90M · 561
Turn-Key Medical, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Idaho, the nearest ESOP by assets is Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan in WI ($7M); by covered participants it is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (36 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.