ESOP · DOL Form 5500 · 2022
Penn United Technologies, Inc. ESOP
Data updated 2026-08-11
- $153M
- Total assets
- 767
- Participants
- 95th
- Percentile by assets
- $198,834
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $153M
- total plan assets (2022 EOY)
- 767
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $198,834
- avg assets per participant
Penn United Technologies, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Penn United Technologies, Inc. Employee Stock Ownership Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $145M |
|---|---|
| Net Assets (End of Year) | $153M |
| Net Income | $7M |
| Employer EIN | 251215115 |
| Plan Effective Date | 1973-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penn United Technologies, Inc.)
| 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
- 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 Penn United Technologies, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Royal Technologies Corporation Employee Stock Ownership Plan (MI) $153M · 1,128
- Manson Construction Co. Non-Craft Employee Stock Ownership Plan (WA) $152M · 322
- Murray Plumbing & Heating Corporation Employee Stock Ownership Plan (CA) $152M · 377
- Metro Builders Supply, Inc. Employee Stock Ownership Plan (OK) $154M · 1,249
Frequently Asked Questions
How did Penn United Technologies, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
How have Penn United Technologies, Inc. plan assets changed over time? ▼
Where does Penn United Technologies, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Penn United Technologies, Inc. Employee Stock Ownership Plan? ▼
Next read for Penn United Technologies, Inc. Employee …
Scale reading
Ways to act on Penn United Technologies, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Penn United Technologies, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Penn United Technologies, Inc.'s sponsor-wide assets have grown 1.9% since 2022 across 3 plan years on file. More Manufacturing plans