ESOP · DOL Form 5500 · 2022
Sheetz, Inc. ESOP
Data updated 2026-08-06
- $534M
- Total assets
- 12,847
- Participants
- 98th
- Percentile by assets
- $41,543
- Avg per participant
Official DOL plan name: Sheetz, Inc. Employee Stock Ownership Plan · Sponsored by Sheetz, Inc. · Pennsylvania · Retail Trade
$534M in assets, 12,847 participants
Sheetz, Inc.'s Sheetz, Inc. Employee Stock Ownership Plan reported $534M in total assets and 12,847 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,258 plans)
- #9,411 in Retail Trade (9,527 peers)
Coverage in Pennsylvania
Sheetz, Inc. Employee Stock Ownership Plan covers 12,847 participants in Pennsylvania, 16x the typical Pennsylvania plan (state average ~824 per filing). Assets: $534M.
- $534M
- total plan assets (2022 EOY)
- 12,847
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $41,543
- avg assets per participant
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Sheetz, Inc. Employee Stock Ownership Plan reports 12,847 participants - 16x that state average ($534M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $424M |
|---|---|
| Net Assets (End of Year) | $534M |
| Net Income | $110M |
| Employer EIN | 251202108 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheetz, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 27,722 | $1.0B |
| 2023 | 2 | 29,724 | $1.4B |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Sheetz, 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
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
- L/B Water Service, Inc. Employee Stock Ownership Plan $201M · 192
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Sheetz, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Highland Homes Employee Stock Ownership Plan (TX) $520M · 690
- Johnson and Johnson Retirement Savings Plan (NJ) $511M · 3,858
- Messer Inc. Employee Stock Ownership Plan (OH) $557M · 808
- Advanced Drainage Systems, Inc. Employee Stock Ownership Plan (OH) $559M · 3,337
Frequently Asked Questions
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Filing takeaways
Ways to act on Sheetz, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Sheetz, 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
- Sheetz, Inc.'s sponsor-wide assets have grown 30.2% since 2022 across 2 plan years on file. More Retail Trade plans