ESOP · DOL Form 5500 · 2022

Applied Controls, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
35
Participants Small participant base
49th
Percentile by assets National rank
$131,545
Avg per participant Near avg balance/head
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Official DOL plan name: Applied Controls, Inc. Employee Stock Ownership Plan · Sponsored by Applied Controls, Inc. · Pennsylvania · Transportation & Warehousing

$5M in assets, 35 participants

Applied Controls, Inc.'s Applied Controls, Inc. Employee Stock Ownership Plan reported $5M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,976 in Transportation & Warehousing (3,876 peers)

2022 asset change

Applied Controls, Inc. Employee Stock Ownership Plan contracted severely 76.6% in 2022 ($20M → $5M) for 35 participants.

#1,976
in Transportation & Warehousing (3,876 peers)
-76.6%
assets change YoY

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Applied Controls, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

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

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

$4,604,072 49th percentile higher than 49% 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

Applied Controls, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applied Controls, Inc. Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 231729667 · Applied Controls, Inc. PY 2022 · ESOP

Applied Controls, Inc. Employee Stock Ownership Plan · $5M · 35 · 49th

  • PART $5M
  • TYPE 35
  • NET 49th
  • BOOK ESOP
  • VS-ST near Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan
  • BOY ind #1976

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 →

Applied Controls, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sooner Southwest Bankshares, Inc. Employee Stock Ownership PlanSooner Southwest Bankshares,…$5MCommerce Bancorp, Inc. Employee Stock Ownership PlanCommerce Bancorp, Inc. Emplo…$5MApplied Controls, Inc. Employee Stock Ownership PlanApplied Controls, Inc. Emplo…$5MMoscow Bancshares, Inc. Employee Stock Ownership PlanMoscow Bancshares, Inc. Empl…$5MAustin, Tsutsumi & Associates, Inc ESOPAustin, Tsutsumi & Associate…$5M
End-of-year total assets ($M) among Applied Controls, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Applied Controls, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Applied Controls, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 5.014408984047165% vs 2022
2024 filing year
$4.5M$4.6M$4.7M$4.8M$4.9M 202220232024 $4.6M $4.83M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 35 $5M
2023 1 35 $5M
2024 2 70 $5M

2022 asset-move particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$5M
Net Income-$15M
Employer EIN231729667
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Applied Controls, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Applied Controls, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004604072 · Participants: 35Applied Controls, 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
Applied Controls, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Applied Controls, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan in OK ($5M); by covered participants it is Valley City Sign Company Employee Stock Ownership Plan in MI (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Applied Controls, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Applied Controls, Inc. Employee Stock Ownership Plan contracted severely - down 76.6% during 2022, from $20M to $5M. Reported net income was -$15M.
How have Applied Controls, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Controls, Inc.'s sponsor-wide assets grew 5.0%, from $5M to $5M.
Which ESOP plans are similar in size to Applied Controls, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sooner Southwest Bankshares, Inc. Employee Stock Ownership Plan in OK ($5M, 89 participants).
Which ESOP plans cover a similar participant headcount to Applied Controls, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley City Sign Company Employee Stock Ownership Plan in MI (35 participants, $5M 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 231729667.

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.