ESOP · DOL Form 5500 · 2022

Pen-Link, Ltd. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
86
Participants Small participant base
76th
Percentile by assets National rank
$219,666
Avg per participant Above avg balance/head
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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.

  • #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.

#1,947
in Information & Media (2,911 peers)
-68.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Pen-Link, Ltd. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$18,891,280 Top 24% higher than 76% 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

Pen-Link, Ltd. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pen-Link, Ltd. Employee Stock Ownership Plan and Trust is a small filing (86 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 470707585 · Pen-Link, Ltd. PY 2022 · ESOP

Pen-Link, Ltd. Employee Stock Ownership Plan and Trust · $19M · 86 · 76th

  • SCH $19M
  • SCH 86
  • SCH 76th
  • SCH ESOP
  • SCH near R & B Wagner, Inc. Employee Stock Ownership Plan
  • SCH ind #1947

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 Nebraska →

Pen-Link, Ltd. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Materials Transportation Company Employee Stock Ownership PlanMaterials Transportation Com…$19MUnderground Systems, Inc. Employee Stock Ownership PlanUnderground Systems, Inc. Em…$19MUniversal Technologies of Wisconsin, Inc. Employee Stock Ownership PlanUniversal Technologies of Wi…$19MPen-Link, Ltd. Employee Stock Ownership Plan and TrustPen-Link, Ltd. Employee Stoc…$19MR & B Wagner, Inc. Employee Stock Ownership PlanR & B Wagner, Inc. Employee …$19M
End-of-year total assets ($M) among Pen-Link, Ltd. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$19M
Net Income-$39M
Employer EIN470707585
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pen-Link, Ltd.)

Sponsor-wide plan assets over time

All Pen-Link, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 15.249936432716424% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $48.6M $41.2M ▼ -15.3%
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 Scatter plot of 6 data points. 02004006008001000 0100200300400 Total assets ($M) Participants Pen-Link, Ltd. Employee Stock Ownership Plan and Trust, Total assets ($M): 18.89128 · Participants: 86Pen-Link, Ltd. Employee Stock Ownership Plan and TrustMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 380.222279 · Participants: 856Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 184.261756 · Participants: 64Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 117.431356 · Participants: 232Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.944292 · Participants: 394Majors Plastics, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 92.045042 · Participants: 169Commonwealth Holdings, Inc. Employee Stock Ownership Plan
Pen-Link, Ltd. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Pen-Link, Ltd. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Pen-Link, Ltd. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is R & B Wagner, Inc. Employee Stock Ownership Plan in WI ($19M); by covered participants it is Knowles Industrial Services Corporation Employee Stock Ownership Plan in ME (86 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 Pen-Link, Ltd. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Pen-Link, Ltd. Employee Stock Ownership Plan and Trust contracted severely - down 68.3% during 2022, from $60M to $19M. Reported net income was -$39M.
How have Pen-Link, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pen-Link, Ltd.'s sponsor-wide assets declined 15.2%, from $49M to $41M.
Where does Pen-Link, Ltd. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Pen-Link, Ltd. Employee Stock Ownership Plan and Trust ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Pen-Link, Ltd. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is R & B Wagner, Inc. Employee Stock Ownership Plan in WI ($19M, 126 participants).
Which ESOP plans cover a similar participant headcount to Pen-Link, Ltd. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Knowles Industrial Services Corporation Employee Stock Ownership Plan in ME (86 participants, $26M 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 470707585.

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.