ESOP · DOL Form 5500 · 2022

Ph Acquisition, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
35th
Percentile by assets National rank
$122,465
Avg per participant Near avg balance/head
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Official DOL plan name: Ph Acquisition, Inc. Employee Stock Ownership Plan · Sponsored by Ph Acquisition, Inc. · Texas · Retail Trade

$2M in assets, 18 participants

Ph Acquisition, Inc.'s Ph Acquisition, Inc. Employee Stock Ownership Plan reported $2M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,255 in Retail Trade (9,519 peers)

Ph Acquisition, Inc. multi-year trail

Ph Acquisition, Inc.'s plans moved -40.8% in assets from 2022 to 2024; this filing shows Ph Acquisition, Inc. Employee Stock Ownership Plan at $2M / 18 participants.

#4,255
in Retail Trade (9,519 peers)
-40.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ph Acquisition, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Ph Acquisition, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,204,375 35th percentile higher than 35% 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

Ph Acquisition, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ph Acquisition, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

DOL schedule card

Filing strip 752281715 · Ph Acquisition, Inc. PY 2022 · ESOP

Ph Acquisition, Inc. Employee Stock Ownership Plan · $2M · 18 · 35th

  • PCT $2M
  • EIN 18
  • RANK 35th
  • PHOTO ESOP
  • IND near Poolmaster, Inc. Employee Stock Ownership Plan
  • EOY ind #4255

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 Texas →

Ph Acquisition, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Poolmaster, Inc. Employee Stock Ownership PlanPoolmaster, Inc. Employee St…$2MFire & Risk Alliance Holdings, Inc. Employee Stock Ownership PlanFire & Risk Alliance Holding…$2MPh Acquisition, Inc. Employee Stock Ownership PlanPh Acquisition, Inc. Employe…$2MS. H. Smith and Company, Incorporated Employee Stock Ownership TrustS. H. Smith and Company, Inc…$2MMolded Products, Inc. Employee Stock Ownership Plan and TrustMolded Products, Inc. Employ…$2M
End-of-year total assets ($M) among Ph Acquisition, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ph Acquisition, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ph Acquisition, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 40.771828749645586% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $2.2M $1.31M ▼ -40.5%
Year Plans Participants Total Assets
2022 1 18 $2M
2023 1 17 $2M
2024 1 16 $1M

Ph Acquisition, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$756K
Net Income-$1M
Employer EIN752281715
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Ph Acquisition, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Ph Acquisition, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002204375 · Participants: 18Ph Acquisition, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Ph Acquisition, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Ph Acquisition, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ph Acquisition, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Poolmaster, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is North Penn Telephone Company Employee Stock Ownership Plan in NY (18 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 Ph Acquisition, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Ph Acquisition, Inc. Employee Stock Ownership Plan contracted severely - down 40.3% during 2022, from $4M to $2M. Reported net income was -$1M.
How have Ph Acquisition, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ph Acquisition, Inc.'s sponsor-wide assets declined 40.8%, from $2M to $1M.
Which ESOP plans are similar in size to Ph Acquisition, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Poolmaster, Inc. Employee Stock Ownership Plan in CA ($2M, 57 participants).
Which ESOP plans cover a similar participant headcount to Ph Acquisition, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is North Penn Telephone Company Employee Stock Ownership Plan in NY (18 participants, $4M 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 752281715.

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.