ESOP · DOL Form 5500 · 2022

Packaging Specialties, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
25
Participants Small participant base
31st
Percentile by assets National rank
$67,588
Avg per participant Below avg balance/head
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Official DOL plan name: Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Packaging Specialties, Inc. · Ohio · Manufacturing

$2M in assets, 25 participants

Packaging Specialties, Inc.'s Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,235 in Manufacturing (20,602 peers)

What the 2022 filing shows

Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust holds $2M for 25 participants - about $67,588 per participant, in the lower half of filed plans by assets.

#3,235
in Manufacturing (20,602 peers)
-6.1%
assets change YoY

The plan reported a net loss of $109K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,689,706 31st percentile higher than 31% of 139,123 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 2022

Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust is a small filing (25 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 340838196 · Packaging Specialties, Inc. PY 2022 · ESOP

Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust · $2M · 25 · 31st

  • BOOK $2M
  • BOOK 25
  • BOOK 31st
  • BOOK ESOP
  • BOOK near Valley Green, Inc. Employee Stock Ownership Plan
  • BOOK ind #3235

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 Ohio →

Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

N-Link Corporation Employee Stock Ownership PlanN-Link Corporation Employee …$2MPackaging Specialties, Inc. Employee Stock Ownership Plan and TrustPackaging Specialties, Inc. …$2MValley Green, Inc. Employee Stock Ownership PlanValley Green, Inc. Employee …$2MHilbers, Inc. Employee Stock Ownership PlanHilbers, Inc. Employee Stock…$2MMilton J. Womack, Inc. Employee Stock Ownership PlanMilton J. Womack, Inc. Emplo…$2M
End-of-year total assets ($M) among Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$109K
Employer EIN340838196
Plan Effective Date1999-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Packaging Specialties, Inc.)

Sponsor-wide plan assets over time

All Packaging Specialties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.614105649148432% vs 2022
2024 filing year
$1.5M$1.55M$1.6M$1.65M$1.7M$1.75M 202220232024 $1.69M $1.56M ▼ -7.7%
Year Plans Participants Total Assets
2022 1 25 $2M
2023 1 22 $2M
2024 1 25 $2M

Nearby ESOP Plans in Ohio

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

Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.001689706 · Participants: 25Packaging Specialties, Inc. Employee Stock Ownership Plan and TrustProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Valley Green, Inc. Employee Stock Ownership Plan in MA ($2M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 6.1% during 2022, from $2M to $2M. Reported net income was -$109K.
How have Packaging Specialties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Packaging Specialties, Inc.'s sponsor-wide assets declined 7.6%, from $2M to $2M.
Which ESOP plans are similar in size to Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Valley Green, Inc. Employee Stock Ownership Plan in MA ($2M, 42 participants).
Which ESOP plans cover a similar participant headcount to Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants, $291K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340838196.

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.