ESOP · DOL Form 5500 · 2022

Palmer-Donavin Holdings, Inc. ESOP

Data updated 2026-08-25

$125M
Total assets Near avg plan size
500
Participants Below avg headcount
94th
Percentile by assets National rank
$249,253
Avg per participant Above avg balance/head
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Official DOL plan name: Palmer-Donavin Employee Stock Ownership Plan · Sponsored by Palmer-Donavin Holdings, Inc. · Ohio · Wholesale Trade

$125M in assets, 500 participants

Palmer-Donavin Holdings, Inc.'s Palmer-Donavin Employee Stock Ownership Plan reported $125M in total assets and 500 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #6,510 in Wholesale Trade (6,843 peers)

Where Palmer-Donavin Employee Stock Ownership Plan sits by assets

Palmer-Donavin Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $125M for 500 participants (~$249,253/participant), up 37.8% in 2022.

#6,510
in Wholesale Trade (6,843 peers)
+37.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Palmer-Donavin Employee Stock Ownership Plan's outsized position by total assets

Palmer-Donavin Employee Stock Ownership Plan vs every filed plan by assets

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

$124,626,367 Top 6% higher than 94% 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

Palmer-Donavin 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. Palmer-Donavin Employee Stock Ownership Plan sits mid-pack in the medium band (500 participants).

Published 5500 schedule card

Filing strip 464454067 · Palmer-Donavin Holdings, Inc. PY 2022 · ESOP

Palmer-Donavin Employee Stock Ownership Plan · $125M · 500 · 94th

  • PHOTO $125M
  • IND 500
  • EOY 94th
  • 5500 ESOP
  • ASSETS near Cts Cement Manufacturing Corp. Employee Stock Ownership Plan
  • PCT ind #6510

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 →

Palmer-Donavin Employee Stock Ownership Plan in the asset neighbourhood

Parametrix, Inc. Employee Stock Ownership PlanParametrix, Inc. Employee St…$125MTechnology Service Corporation Employee Stock Ownership PlanTechnology Service Corporati…$125MCts Cement Manufacturing Corp. Employee Stock Ownership PlanCts Cement Manufacturing Cor…$125MPalmer-Donavin Employee Stock Ownership PlanPalmer-Donavin Employee Stoc…$125MCarylon Corporation Employee Stock Ownership PlanCarylon Corporation Employee…$124M
End-of-year total assets ($M) among Palmer-Donavin Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$117M
Net Income$36M
Employer EIN464454067
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmer-Donavin Holdings, Inc.)

Sponsor-wide plan assets over time

All Palmer-Donavin Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 8.014016809139594% vs 2022
2024 filing year
$110M$115M$120M$125M$130M 202220232024 $125M $115M ▼ -8.0%
Year Plans Participants Total Assets
2022 1 500 $125M
2023 1 524 $113M
2024 1 613 $115M

Nearby ESOP Plans in Ohio

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

Palmer-Donavin Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Palmer-Donavin Employee Stock Ownership Plan, Total assets ($B): 0.124626367 · Participants: 500Palmer-Donavin Employee Stock Ownership PlanProcter & 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
Palmer-Donavin Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Palmer-Donavin Employee Stock Ownership Plan side-by-side with 3 peers →

Palmer-Donavin Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Cts Cement Manufacturing Corp. Employee Stock Ownership Plan in CA ($125M); by covered participants it is Eurpac Service, Inc. Employee Stock Ownership Plan in CT (502 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (500 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 Palmer-Donavin Employee Stock Ownership Plan assets move in 2022? ▼
Palmer-Donavin Employee Stock Ownership Plan surged - up 37.8% during 2022, from $90M to $125M. Reported net income was $36M.
How have Palmer-Donavin Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmer-Donavin Holdings, Inc.'s sponsor-wide assets declined 8.0%, from $125M to $115M.
Where does Palmer-Donavin Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Palmer-Donavin Employee Stock Ownership Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Palmer-Donavin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cts Cement Manufacturing Corp. Employee Stock Ownership Plan in CA ($125M, 188 participants).
Which ESOP plans cover a similar participant headcount to Palmer-Donavin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eurpac Service, Inc. Employee Stock Ownership Plan in CT (502 participants, $88M 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 464454067.

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.