ESOP · DOL Form 5500 · 2022
Ppl Services Corporation ESOP
Data updated 2026-08-11
- $126M
- Total assets
- 1,535
- Participants
- 94th
- Percentile by assets
- $81,794
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $126M
- total plan assets (2022 EOY)
- 1,535
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $81,794
- avg assets per participant
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.
Rank #498 in Utilities
Among 738 Utilities plans that filed a Form 5500 for plan year 2022, Ppl Employee Stock Ownership Plan ranks #498 by end-of-year assets - about 428% of the sector average of $537M. Nationally it sits in the 94th percentile, a weaker position within its industry than across all filers.
Utilities filing particulars
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $125M |
| Net Income | -$13M |
| Employer EIN | 233041441 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ppl Services Corporation)
| 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
- Wawa, Inc. Employee Stock Ownership Plan $4.5B · 22,323
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ppl Employee Stock Ownership Plan by total assets, not by location.
- Cmg, Inc. (WI) $126M · 68
- Parametrix, Inc. Employee Stock Ownership Plan (WA) $125M · 571
- Technology Service Corporation Employee Stock Ownership Plan (VA) $125M · 548
- Cts Cement Manufacturing Corp. Employee Stock Ownership Plan (CA) $125M · 188
Frequently Asked Questions
How did Ppl Employee Stock Ownership Plan assets move in 2022? ▼
How have Ppl Services Corporation plan assets changed over time? ▼
Where does Ppl Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Ppl Employee Stock Ownership Plan? ▼
Next read for Ppl Employee Stock Ownership Plan
Filing takeaways
Ways to act on Ppl Employee Stock Ownership Plan's numbers.
- By total assets, Ppl Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Ppl Services Corporation's sponsor-wide assets have grown 9.7% since 2022 across 3 plan years on file. More Utilities plans