ESOP · DOL Form 5500 · 2023
Pinnacle Solutions, LLC ESOP
Data updated 2026-08-11
- $107M
- Total assets
- 293
- Participants
- 92nd
- Percentile by assets
- $364,107
- Avg per participant
Official DOL plan name: Pinnacle Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Pinnacle Solutions, LLC · Alabama · Professional & Technical Services
$107M in assets, 293 participants
Pinnacle Solutions, LLC's Pinnacle Solutions, Inc. Employee Stock Ownership Plan reported $107M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 127,072 plans)
- #18,860 in Professional & Technical Services (20,321 peers)
Where Pinnacle Solutions, Inc. Employee Stock Ownership Plan sits by assets
Pinnacle Solutions, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $107M for 293 participants (~$364,107/participant), up 54.8% in 2023.
- $107M
- total plan assets (2023 EOY)
- 293
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $364,107
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pinnacle Solutions, Inc. Employee Stock Ownership Plan end-of-year assets rose from $69M in the plan year 2022 filing to $107M in the plan year 2023 filing.
- Pinnacle Solutions, Inc. Employee Stock Ownership Plan reported net income rose from $38M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- Pinnacle Solutions, Inc. Employee Stock Ownership Plan reported participants fell from 311 in the plan year 2022 filing to 293 in the plan year 2023 filing.
Pinnacle Solutions, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Pinnacle Solutions, Inc. Employee Stock Ownership Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $45M |
| Employer EIN | 261886656 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pinnacle Solutions, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 682 | $95M |
| 2023 | 2 | 617 | $107M |
| 2024 | 1 | N/A | $28M |
Nearby ESOP Plans in Alabama
Peer ESOP plans, same state, same plan type, ranked by total assets.
Pinnacle Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
- Starfish Holdings, Inc. Employee Stock Ownership Plan $470M · 1,360
- Inline Electric Employee Stock Ownership Plan $196M · 287
- Radiance Technologies, Inc. Employee Stock Ownership Plan $168M · 874
- Signature Homes Employee Stock Ownership Plan $168M · 123
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub $127M · 909
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Pinnacle Solutions, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Fairway Independent Mortgage Corporation Employee Stock Ownership (WI) $107M · 7,128
- Amboy Bancorporation Employee Stock Ownership Plan (NJ) $107M · 193
- Sierra Pacific Engineering & Products Employee Stock Ownership Plan (CA) $106M · 84
- Electronic Theatre Controls, Inc. Employee Stock Ownership Plan (WI) $107M · 897
Frequently Asked Questions
How did Pinnacle Solutions, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Pinnacle Solutions, LLC plan assets changed over time? ▼
Where does Pinnacle Solutions, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Pinnacle Solutions, Inc. Employee Stock Ownership Plan? ▼
Next read for Pinnacle Solutions, Inc. Employee Stock …
Scale reading
Ways to act on Pinnacle Solutions, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Pinnacle Solutions, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Alabama. Compare plans
- Pinnacle Solutions, LLC's sponsor-wide assets have declined 70.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans