ESOP · DOL Form 5500 · 2022

Penn United Technologies, Inc. ESOP

Data updated 2026-08-25

$153M
Total assets Near avg plan size
767
Participants Near avg headcount
95th
Percentile by assets National rank
$198,834
Avg per participant Above avg balance/head
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Official DOL plan name: Penn United Technologies, Inc. Employee Stock Ownership Plan · Sponsored by Penn United Technologies, Inc. · Pennsylvania · Manufacturing

$153M in assets, 767 participants

Penn United Technologies, Inc.'s Penn United Technologies, Inc. Employee Stock Ownership Plan reported $153M in total assets and 767 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #18,892 in Manufacturing (20,602 peers)

Where Penn United Technologies, Inc. Employee Stock Ownership Plan sits by assets

Penn United Technologies, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $153M for 767 participants (~$198,834/participant), up 4.9% in 2022.

#18,892
in Manufacturing (20,602 peers)
+4.9%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Penn United Technologies, Inc. Employee Stock Ownership Plan's outsized position by total assets

Penn United Technologies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$152,505,921 Top 5% higher than 95% 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

Penn United Technologies, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penn United Technologies, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (767 participants).

Form 5500 schedule snapshot

Filing strip 251215115 · Penn United Technologies, Inc. PY 2022 · ESOP

Penn United Technologies, Inc. Employee Stock Ownership Plan · $153M · 767 · 95th

  • IND $153M
  • IND 767
  • IND 95th
  • IND ESOP
  • IND near Royal Technologies Corporation Employee Stock Ownership Plan
  • IND ind #18892

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 →

Penn United Technologies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Metro Builders Supply, Inc. Employee Stock Ownership PlanMetro Builders Supply, Inc. …$154MRoyal Technologies Corporation Employee Stock Ownership PlanRoyal Technologies Corporati…$153MPenn United Technologies, Inc. Employee Stock Ownership PlanPenn United Technologies, In…$153MManson Construction Co. Non-Craft Employee Stock Ownership PlanManson Construction Co. Non-…$152MMurray Plumbing & Heating Corporation Employee Stock Ownership PlanMurray Plumbing & Heating Co…$152M
End-of-year total assets ($M) among Penn United Technologies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$153M
Net Income$7M
Employer EIN251215115
Plan Effective Date1973-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penn United Technologies, Inc.)

Sponsor-wide plan assets over time

All Penn United Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$236M 1.850305710376001% vs 2022
2024 filing year
$230M$235M$240M$245M$250M 202220232024 $232M $236M ▲ +1.9%
Year Plans Participants Total Assets
2022 2 1,489 $232M
2023 2 1,480 $246M
2024 2 806 $236M

Nearby ESOP Plans in Pennsylvania

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

Penn United Technologies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Penn United Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.152505921 · Participants: 767Penn United Technologies, Inc. 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
Penn United Technologies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Penn United Technologies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Penn United Technologies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Royal Technologies Corporation Employee Stock Ownership Plan in MI ($153M); by covered participants it is Point B, Inc. Employee Stock Ownership Plan and Trust in WA (768 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (767 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 Penn United Technologies, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Penn United Technologies, Inc. Employee Stock Ownership Plan edged up modestly - up 4.9% during 2022, from $145M to $153M. Reported net income was $7M.
How have Penn United Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penn United Technologies, Inc.'s sponsor-wide assets grew 1.9%, from $232M to $236M.
Where does Penn United Technologies, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Penn United Technologies, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Penn United Technologies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Royal Technologies Corporation Employee Stock Ownership Plan in MI ($153M, 1,128 participants).
Which ESOP plans cover a similar participant headcount to Penn United Technologies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Point B, Inc. Employee Stock Ownership Plan and Trust in WA (768 participants, $143M 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 251215115.

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.