ESOP · DOL Form 5500 · 2022
Pen-Link, Ltd. ESOP
Data updated 2026-08-11
- $19M
- Total assets
- 86
- Participants
- 76th
- Percentile by assets
- $219,666
- Avg per participant
Official DOL plan name: Pen-Link, Ltd. Employee Stock Ownership Plan and Trust · Sponsored by Pen-Link, Ltd. · Nebraska · Information & Media
$19M in assets, 86 participants
Pen-Link, Ltd.'s Pen-Link, Ltd. Employee Stock Ownership Plan and Trust reported $19M in total assets and 86 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- 76th percentile by assets (of 139,126 plans)
- #1,947 in Information & Media (2,911 peers)
Where Pen-Link, Ltd. Employee Stock Ownership Plan and Trust sits by assets
Pen-Link, Ltd. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $19M for 86 participants (~$219,666/participant), down 68.3% in 2022.
- $19M
- total plan assets (2022 EOY)
- 86
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $219,666
- avg assets per participant
The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pen-Link, Ltd. Employee Stock Ownership Plan and Trust vs the 2022 asset distribution
By assets, Pen-Link, Ltd. Employee Stock Ownership Plan and Trust outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$39M |
| Employer EIN | 470707585 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pen-Link, Ltd.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 190 | $49M |
| 2023 | 2 | 219 | $37M |
| 2024 | 1 | 153 | $41M |
Nearby ESOP Plans in Nebraska
Peer ESOP plans, same state, same plan type, ranked by total assets.
Pen-Link, Ltd. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Nebraska, assets vs. participants
- Mead Lumber Company Employee Stock Ownership Plan and Trust $380M · 856
- Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan $184M · 64
- Builders Supply Co. , Inc. Employee Stock Ownership Plan $117M · 232
- Majors Plastics, Inc. Employee Stock Ownership Plan $96M · 394
- Commonwealth Holdings, Inc. Employee Stock Ownership Plan $92M · 169
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Pen-Link, Ltd. Employee Stock Ownership Plan and Trust by total assets, not by location.
- R & B Wagner, Inc. Employee Stock Ownership Plan (WI) $19M · 126
- Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan (WI) $19M · 105
- Underground Systems, Inc. Employee Stock Ownership Plan (CT) $19M · 41
- Materials Transportation Company Employee Stock Ownership Plan (TX) $19M · 116
Frequently Asked Questions
How did Pen-Link, Ltd. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
How have Pen-Link, Ltd. plan assets changed over time? ▼
Where does Pen-Link, Ltd. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
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Next read for Pen-Link, Ltd. Employee Stock Ownership …
Scale reading
Ways to act on Pen-Link, Ltd. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Pen-Link, Ltd. Employee Stock Ownership Plan and Trust 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 Nebraska. Compare plans
- Pen-Link, Ltd.'s sponsor-wide assets have declined 15.2% since 2022 across 3 plan years on file. More Information & Media plans