ESOP · DOL Form 5500 · 2024

Insul-Therm International, Inc. ESOP

Data updated 2026-08-11

$41M
Total assets
46
Participants
82nd
Percentile by assets
$883,554
Avg per participant
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Official DOL plan name: Insul-Therm Employee Stock Ownership Plan · Sponsored by Insul-Therm International, Inc. · California · Manufacturing

$41M in assets, 46 participants

Insul-Therm International, Inc.'s Insul-Therm Employee Stock Ownership Plan reported $41M in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 123,622 plans)
  • #13,202 in Manufacturing (17,777 peers)

Where Insul-Therm Employee Stock Ownership Plan sits by assets

Insul-Therm Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $41M for 46 participants (~$883,554/participant), up 5.7% in 2024.

$41M
total plan assets (2024 EOY)
46
covered participants
82nd
percentile by assets (of 123,622 plans)
$883,554
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Insul-Therm Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Insul-Therm Employee Stock Ownership Plan reported participants rose from 42 in the plan year 2023 filing to 46 in the plan year 2024 filing.
  • Insul-Therm Employee Stock Ownership Plan end-of-year assets rose from $38M in the plan year 2023 filing to $41M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Insul-Therm Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Insul-Therm Employee Stock Ownership Plan outranks 82% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$41M
Net Income$2M
Employer EIN954882159
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insul-Therm International, Inc.)

$35M$40M$45M 202220232024 $37M $44M ▲ +18.9%
Total plan assets by year, all Insul-Therm International, Inc. plans on file
Year Plans Participants Total Assets
2022 2 90 $37M
2023 2 84 $42M
2024 2 92 $44M

Nearby ESOP Plans in California

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

Insul-Therm Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Insul-Therm Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Insul-Therm Employee…Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Ecc Employee Stock O…Agron, Inc. Employee…
Insul-Therm Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Insul-Therm Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Insul-Therm Employee Stock Ownership Plan assets move in 2024?
Insul-Therm Employee Stock Ownership Plan grew at a solid clip - up 5.7% during 2024, from $38M to $41M. Reported net income was $2M.
How have Insul-Therm International, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Insul-Therm International, Inc.'s sponsor-wide assets grew 18.9%, from $37M to $44M.
Where does Insul-Therm Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Insul-Therm Employee Stock Ownership Plan ranks in the 82nd 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 Insul-Therm Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Moody's Co-Worker Owned Employee Stock Ownership Plan in ME ($41M, 252 participants).

Next read for Insul-Therm Employee Stock Ownership Pla…

Scale reading

Ways to act on Insul-Therm Employee Stock Ownership Plan's numbers.

  • By total assets, Insul-Therm Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Insul-Therm International, Inc.'s sponsor-wide assets have grown 18.9% since 2022 across 3 plan years on file. More Manufacturing plans