ESOP · DOL Form 5500 · 2022

Valsource, Inc. ESOP

Data updated 2026-08-25

$41M
Total assets Below avg plan size
215
Participants Below avg headcount
86th
Percentile by assets National rank
$191,740
Avg per participant Above avg balance/head
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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.

  • #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.

#18,812
in Professional & Technical Services (21,562 peers)
+2.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Valsource, Inc. Employee Stock Ownership Plan's outsized position by total assets

Valsource, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$41,224,085 Top 14% higher than 86% 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

Valsource, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valsource, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (215 participants).

EBSA filing schedule strip

Filing strip 232855010 · Valsource, Inc. PY 2022 · ESOP

Valsource, Inc. Employee Stock Ownership Plan · $41M · 215 · 86th

  • NET $41M
  • NET 215
  • NET 86th
  • NET ESOP
  • NET near Kenneths Profit Sharing and Retirement Plan
  • NET ind #18812

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 Pennsylvania →

Valsource, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Garrison, Inc. Employee Stock Ownership PlanGarrison, Inc. Employee Stoc…$41MConservit, Inc. Employee Stock Ownership PlanConservit, Inc. Employee Sto…$41MValsource, Inc. Employee Stock Ownership PlanValsource, Inc. Employee Sto…$41MKenneths Profit Sharing and Retirement PlanKenneths Profit Sharing and …$41MHalff Associates, Inc. Employee Stock Ownership Plan and TrustHalff Associates, Inc. Emplo…$41M
End-of-year total assets ($M) among Valsource, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN232855010
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valsource, Inc.)

Sponsor-wide plan assets over time

All Valsource, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 25.963684219821143% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71.8M $90.4M ▲ +26.0%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Valsource, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.041224085 · Participants: 215Valsource, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Valsource, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Valsource, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Kenneths Profit Sharing and Retirement Plan in OH ($41M); by covered participants it is America's Gardening Resource, Inc. Employee Stock Ownership Plan in VT (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Valsource, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Valsource, Inc. Employee Stock Ownership Plan edged up modestly - up 2.8% during 2022, from $40M to $41M. Reported net income was $2M.
How have Valsource, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valsource, Inc.'s sponsor-wide assets grew 26.0%, from $72M to $90M.
Where does Valsource, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Valsource, Inc. Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Valsource, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kenneths Profit Sharing and Retirement Plan in OH ($41M, 303 participants).
Which ESOP plans cover a similar participant headcount to Valsource, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is America's Gardening Resource, Inc. Employee Stock Ownership Plan in VT (215 participants, $28M 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 232855010.

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.