ESOP · DOL Form 5500 · 2022

Ppl Services Corporation ESOP

Data updated 2026-08-25

$126M
Total assets Near avg plan size
1,535
Participants Near avg headcount
94th
Percentile by assets National rank
$81,794
Avg per participant Below avg balance/head
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Official DOL plan name: Ppl Employee Stock Ownership Plan · Sponsored by Ppl Services Corporation · Pennsylvania · Utilities

$126M in assets, 1,535 participants

Ppl Services Corporation's Ppl Employee Stock Ownership Plan reported $126M in total assets and 1,535 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.

  • #498 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Ppl Employee Stock Ownership Plan ranks #498 of 738 2022 filers by assets (428% of the sector average)-$126M for 1,535 participants.

#498
in Utilities (738 peers)
-10.2%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ppl Employee Stock Ownership Plan's outsized position by total assets

Ppl Employee Stock Ownership Plan vs every filed plan by assets

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

$125,554,128 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

Ppl Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ppl Employee Stock Ownership Plan lands in the large band (1,535 participants).

EBSA filing schedule strip

Filing strip 233041441 · Ppl Services Corporation PY 2022 · ESOP

Ppl Employee Stock Ownership Plan · $126M · 1,535 · 94th

  • TYPE $126M
  • NET 1,535
  • BOOK 94th
  • VS-ST ESOP
  • BOY near Cmg, Inc.
  • SCH ind #498

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 Pennsylvania →

Ppl Employee Stock Ownership Plan in the asset neighbourhood

Cmg, Inc.$126MPpl Employee Stock Ownership PlanPpl Employee Stock Ownership…$126MParametrix, 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…$125M
End-of-year total assets ($M) among Ppl Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$140M
Net Assets (End of Year)$125M
Net Income-$13M
Employer EIN233041441
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ppl Services Corporation)

Sponsor-wide plan assets over time

All Ppl Services Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3.5B 9.676884907020101% vs 2022
2024 filing year
$3.2B$3.3B$3.4B$3.5B$3.6B 202220232024 $3.24B $3.55B ▲ +9.6%
Year Plans Participants Total Assets
2022 7 6,621 $3.2B
2023 7 5,488 $3.5B
2024 7 6,800 $3.5B

Nearby ESOP Plans in Pennsylvania

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

Ppl Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Ppl Employee Stock Ownership Plan, Total assets ($B): 0.125554128 · Participants: 1535Ppl Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Ppl Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Ppl Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Cmg, Inc. in WI ($126M); by covered participants it is Stars Behavioral Health Group Holding Company Employee Stock Ownership Plan in CA (1,532 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,535 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 Ppl Employee Stock Ownership Plan assets move in 2022? ▼
Ppl Employee Stock Ownership Plan pulled back noticeably - down 10.2% during 2022, from $140M to $126M. Reported net income was -$13M.
How have Ppl Services Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ppl Services Corporation's sponsor-wide assets grew 9.7%, from $3.2B to $3.5B.
Where does Ppl Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ppl 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 Ppl Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cmg, Inc. in WI ($126M, 68 participants).
Which ESOP plans cover a similar participant headcount to Ppl Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Stars Behavioral Health Group Holding Company Employee Stock Ownership Plan in CA (1,532 participants, $25M 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 233041441.

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.