ESOP · DOL Form 5500 · 2022
Valsource, Inc. ESOP
Data updated 2026-08-11
- $41M
- Total assets
- 215
- Participants
- 86th
- Percentile by assets
- $191,740
- Avg per participant
Official DOL plan name: Valsource, Inc. Employee Stock Ownership Plan · Sponsored by Valsource, Inc. · Pennsylvania · Professional & Technical Services
$41M in assets, 215 participants
Valsource, Inc.'s Valsource, Inc. Employee Stock Ownership Plan reported $41M in total assets and 215 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 139,126 plans)
- #18,812 in Professional & Technical Services (21,562 peers)
Coverage in Pennsylvania
Valsource, Inc. Employee Stock Ownership Plan covers 215 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $41M.
- $41M
- total plan assets (2022 EOY)
- 215
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $191,740
- avg assets per participant
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Valsource, Inc. Employee Stock Ownership Plan reports 215 participants - about 26% of that state average ($41M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 232855010 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valsource, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 418 | $72M |
| 2023 | 2 | 386 | $89M |
| 2024 | 2 | 431 | $90M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Valsource, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- Wawa, Inc. Employee Stock Ownership Plan $4.5B · 22,323
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Valsource, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Valsource, Inc. Employee Stock Ownership…
Filing takeaways
Ways to act on Valsource, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Valsource, Inc. 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 Pennsylvania. Compare plans
- Valsource, Inc.'s sponsor-wide assets have grown 26.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans