ESOP · DOL Form 5500 · 2022

Philpott Solutions Group, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
36
Participants Small participant base
61st
Percentile by assets National rank
$233,510
Avg per participant Above avg balance/head
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Official DOL plan name: Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Philpott Solutions Group, Inc. · Ohio · Wholesale Trade

$8M in assets, 36 participants

Philpott Solutions Group, Inc.'s Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust reported $8M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,601 in Wholesale Trade (6,843 peers)

Philpott Solutions Group, Inc. multi-year trail

Philpott Solutions Group, Inc.'s plans moved +21.6% in assets from 2022 to 2024; this filing shows Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust at $8M / 36 participants.

#3,601
in Wholesale Trade (6,843 peers)
+6.8%
assets growth YoY

Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$8,406,353 Top 39% higher than 61% 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

Philpott Solutions Group, 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. Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust is a small filing (36 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 340462440 · Philpott Solutions Group, Inc. PY 2022 · ESOP

Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust · $8M · 36 · 61st

  • EBSA $8M
  • PART 36
  • TYPE 61st
  • NET ESOP
  • BOOK near Affinity Bank Employee Stock Ownership Plan
  • VS-ST ind #3601

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 →

Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Philpott Solutions Group, Inc. Employee Stock Ownership Plan and TrustPhilpott Solutions Group, In…$8MOllis and Company Employee Stock Ownership PlanOllis and Company Employee S…$8MOdell Brewing Company Co-Worker Stock Ownership PlanOdell Brewing Company Co-Wor…$8MAffinity Bank Employee Stock Ownership PlanAffinity Bank Employee Stock…$8MAdvanced Welding & Steel, Inc. Employee Stock Ownership Plan and TrustAdvanced Welding & Steel, In…$8M
End-of-year total assets ($M) among Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Philpott Solutions Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Philpott Solutions Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 21.602637909685686% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.41M $10.2M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 36 $8M
2023 1 39 $10M
2024 1 48 $10M

Philpott Solutions Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$533K
Employer EIN340462440
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Philpott Solutions Group, 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 ($B) Participants Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.008406353 · Participants: 36Philpott Solutions Group, 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
Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Philpott Solutions Group, 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 Affinity Bank Employee Stock Ownership Plan in GA ($8M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 6.8% during 2022, from $8M to $8M. Reported net income was $533K.
How have Philpott Solutions Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Philpott Solutions Group, Inc.'s sponsor-wide assets grew 21.6%, from $8M to $10M.
Which ESOP plans are similar in size to Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Affinity Bank Employee Stock Ownership Plan in GA ($8M, 66 participants).
Which ESOP plans cover a similar participant headcount to Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (36 participants, $23M 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 340462440.

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.