ESOP · DOL Form 5500 · 2022
Port Amherst, Ltd. ESOP
Data updated 2026-08-11
- $37M
- Total assets
- 325
- Participants
- 85th
- Percentile by assets
- $113,826
- Avg per participant
Official DOL plan name: Port Amherst, Ltd. Employee Stock Ownership Plan · Sponsored by Port Amherst, Ltd. · West Virginia · Transportation & Warehousing
$37M in assets, 325 participants
Port Amherst, Ltd.'s Port Amherst, Ltd. Employee Stock Ownership Plan reported $37M in total assets and 325 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 139,126 plans)
- #3,281 in Transportation & Warehousing (3,876 peers)
Where Port Amherst, Ltd. Employee Stock Ownership Plan sits by assets
Port Amherst, Ltd. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $37M for 325 participants (~$113,826/participant), up 13.6% in 2022.
- $37M
- total plan assets (2022 EOY)
- 325
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $113,826
- avg assets per participant
Port Amherst, Ltd. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Port Amherst, Ltd. Employee Stock Ownership Plan outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $5M |
| Employer EIN | 550628911 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Port Amherst, Ltd.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 684 | $63M |
| 2023 | 2 | 697 | $73M |
| 2024 | 2 | 693 | $84M |
Nearby ESOP Plans in West Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
Port Amherst, Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
- Triton Employee Stock Ownership Plan $63M · 60
- Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan $27M · 158
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan $25M · 1,716
- March-Westin Company, Inc. Employee Stock Ownership Plan $15M · 89
- Cgp Foods Inc. Employee Stock Ownership Plan $15M · 283
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Port Amherst, Ltd. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Port Amherst, Ltd. Employee Stock Ownership Plan assets move in 2022? ▼
How have Port Amherst, Ltd. plan assets changed over time? ▼
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Next read for Port Amherst, Ltd. Employee Stock Owners…
Scale reading
Ways to act on Port Amherst, Ltd. Employee Stock Ownership Plan's numbers.
- By total assets, Port Amherst, Ltd. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in West Virginia. Compare plans
- Port Amherst, Ltd.'s sponsor-wide assets have grown 33.6% since 2022 across 3 plan years on file. More Transportation & Warehousing plans