ESOP · DOL Form 5500 · 2022

Palmer Holland, Inc. ESOP

Data updated 2026-08-25

$261M
Total assets Near avg plan size
145
Participants Small participant base
96th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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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.

  • #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.

#6,671
in Wholesale Trade (6,843 peers)
+63.2%
assets growth YoY
2.6×
vs typical plan assets (national mean)

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

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

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

$261,090,671 Top 4% higher than 96% 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 Holland, 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. Palmer Holland, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (145 participants).

DOL schedule card

Filing strip 340764574 · Palmer Holland, Inc. PY 2022 · ESOP

Palmer Holland, Inc. Employee Stock Ownership Plan · $261M · 145 · 96th

  • EOY $261M
  • 5500 145
  • ASSETS 96th
  • PCT ESOP
  • EIN near Bi-Mart Corporation Employee Stock Ownership Plan
  • RANK ind #6671

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

Patterson Companies, Inc. Employee Stock Ownership PlanPatterson Companies, Inc. Em…$263MPalmer Holland, Inc. Employee Stock Ownership PlanPalmer Holland, Inc. Employe…$261MBi-Mart Corporation Employee Stock Ownership PlanBi-Mart Corporation Employee…$259MIec Corporation Employee Stock Ownership PlanIec Corporation Employee Sto…$259MEastern Bank Employee Stock Ownership PlanEastern Bank Employee Stock …$259M
End-of-year total assets ($M) among Palmer Holland, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$160M
Net Assets (End of Year)$225M
Net Income$102M
Employer EIN340764574
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmer Holland, Inc.)

Sponsor-wide plan assets over time

All Palmer Holland, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$257M 9.736316754403983% vs 2022
2024 filing year
$250M$260M$270M$280M$290M 202220232024 $284M $257M ▼ -9.7%
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 Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Palmer Holland, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.261090671 · Participants: 145Palmer Holland, Inc. 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 Holland, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Palmer Holland, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Bi-Mart Corporation Employee Stock Ownership Plan in OR ($259M); by covered participants it is Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions in PA (145 participants). Same-state nearby plans are listed separately above.

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 Holland, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Palmer Holland, Inc. Employee Stock Ownership Plan surged - up 63.2% during 2022, from $160M to $261M. Reported net income was $102M.
How have Palmer Holland, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmer Holland, Inc.'s sponsor-wide assets declined 9.7%, from $284M to $257M.
Where does Palmer Holland, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Palmer Holland, Inc. Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Palmer Holland, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bi-Mart Corporation Employee Stock Ownership Plan in OR ($259M, 1,947 participants).
Which ESOP plans cover a similar participant headcount to Palmer Holland, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions in PA (145 participants, $29M 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 340764574.

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.