ESOP · DOL Form 5500 · 2022
Palmer Holland, Inc. ESOP
Data updated 2026-08-11
- $261M
- Total assets
- 145
- Participants
- 96th
- Percentile by assets
- $1.8M
- Avg per participant
Official DOL plan name: Palmer Holland, Inc. Employee Stock Ownership Plan · Sponsored by Palmer Holland, Inc. · Ohio · Wholesale Trade
$261M in assets, 145 participants
Palmer Holland, Inc.'s Palmer Holland, Inc. Employee Stock Ownership Plan reported $261M in total assets and 145 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #6,671 in Wholesale Trade (6,843 peers)
Coverage in Ohio
Palmer Holland, Inc. Employee Stock Ownership Plan covers 145 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $261M.
- $261M
- total plan assets (2022 EOY)
- 145
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $1.8M
- avg assets per participant
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Palmer Holland, Inc. Employee Stock Ownership Plan reports 145 participants - about 19% of that state average ($261M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $160M |
|---|---|
| Net Assets (End of Year) | $225M |
| Net Income | $102M |
| Employer EIN | 340764574 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Palmer Holland, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 289 | $284M |
| 2023 | 2 | 366 | $264M |
| 2024 | 2 | 438 | $257M |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
Palmer Holland, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 30,782
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.4B · 1,000
- Advanced Drainage Systems, Inc. Employee Stock Ownership Plan $559M · 3,337
- Messer Inc. Employee Stock Ownership Plan $557M · 808
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $445M · 407
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Palmer Holland, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Bi-Mart Corporation Employee Stock Ownership Plan (OR) $259M · 1,947
- Iec Corporation Employee Stock Ownership Plan (CA) $259M · 1,222
- Patterson Companies, Inc. Employee Stock Ownership Plan (MN) $263M · 5,797
- Eastern Bank Employee Stock Ownership Plan (MA) $259M · 1,646
Frequently Asked Questions
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Filing takeaways
Ways to act on Palmer Holland, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Palmer Holland, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
- Palmer Holland, Inc.'s sponsor-wide assets have declined 9.7% since 2022 across 3 plan years on file. More Wholesale Trade plans