ESOP · DOL Form 5500 · 2022

Sheetz, Inc. ESOP

Data updated 2026-08-25

$534M
Total assets Above avg plan size
12,847
Participants Very large workforce
98th
Percentile by assets National rank
$41,543
Avg per participant Low balance/head
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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.

  • #9,403 in Retail Trade (9,519 peers)

Coverage in Pennsylvania

Sheetz, Inc. Employee Stock Ownership Plan covers 12,847 participants in Pennsylvania, 16x the typical Pennsylvania plan (state average ~822 per filing). Assets: $534M.

#9,403
in Retail Trade (9,519 peers)
+25.8%
assets growth YoY
5.4×
vs typical plan assets (national mean)

Sheetz, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$533,697,969 Top 2% higher than 98% 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

Sheetz, Inc. Employee Stock Ownership Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheetz, Inc. Employee Stock Ownership Plan is a mega filing (12,847 participants), the rightmost band on the breakdown.

Published 5500 schedule card

Filing strip 251202108 · Sheetz, Inc. PY 2022 · ESOP

Sheetz, Inc. Employee Stock Ownership Plan · $534M · 12,847 · 98th

  • BOY $534M
  • BOY 12,847
  • BOY 98th
  • BOY ESOP
  • BOY near Highland Homes Employee Stock Ownership Plan
  • BOY ind #9403

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 →

Sheetz, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Advanced Drainage Systems, Inc. Employee Stock Ownership PlanAdvanced Drainage Systems, I…$559MMesser Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock O…$557MSheetz, Inc. Employee Stock Ownership PlanSheetz, Inc. Employee Stock …$534MHighland Homes Employee Stock Ownership PlanHighland Homes Employee Stoc…$520MJohnson and Johnson Retirement Savings PlanJohnson and Johnson Retireme…$511M
End-of-year total assets ($M) among Sheetz, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$424M
Net Assets (End of Year)$534M
Net Income$110M
Employer EIN251202108
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheetz, Inc.)

Sponsor-wide plan assets over time

All Sheetz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 44.022487424297026% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B$1.6B 202220232024 $1.04B $1.5B ▲ +44.2%
Year Plans Participants Total Assets
2022 2 27,722 $1.0B
2023 2 29,724 $1.4B
2024 2 32,398 $1.5B

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 Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Sheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, 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 AgreementCentimark 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 PlanL/B Water Service, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.20057115 · Participants: 192L/B Water Service, Inc. Employee Stock Ownership Plan
Sheetz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Sheetz, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Sheetz, Inc. Employee Stock Ownership Plan

Sheetz, Inc. Employee Stock Ownership Plan reports $534M in end-of-year assets across 12,847 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $41,543 per participant (30% of the national average assets-per-participant) . Net income for plan year 2022 was $110M.

This plan identity (EIN 251202108, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $534M to $721M (+35.1%) while covered participants moved from 12,847 to 14,939 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 12,847 $534M This page
2023 13,858 $686M Open filing
2024 · index core 14,939 $721M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

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

Outside Pennsylvania, the nearest ESOP by assets is Highland Homes Employee Stock Ownership Plan in TX ($520M); by covered participants it is Quad/Graphics ESOP in WI (12,148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12,847 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 Sheetz, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Sheetz, Inc. Employee Stock Ownership Plan grew sharply - up 25.8% during 2022, from $424M to $534M. Reported net income was $110M.
How have Sheetz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheetz, Inc.'s sponsor-wide assets grew 44.0%, from $1.0B to $1.5B.
Where does Sheetz, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sheetz, Inc. Employee Stock Ownership Plan ranks in the 98th 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 Sheetz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Highland Homes Employee Stock Ownership Plan in TX ($520M, 690 participants).
Which ESOP plans cover a similar participant headcount to Sheetz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quad/Graphics ESOP in WI (12,148 participants, $13M 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 251202108.

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.