ESOP · DOL Form 5500 · 2023
Packaging Specialties, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $70,407
- Avg per participant Below avg balance/head
Official DOL plan name: Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Packaging Specialties, Inc. · Ohio · Manufacturing
$2M in assets, 22 participants
Packaging Specialties, Inc.'s Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #2,421 in Manufacturing (18,722 peers)
2023 asset change
Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably 8.3% in 2023 ($2M → $2M) for 22 participants.
- #2,421
- in Manufacturing (18,722 peers)
- -8.3%
- assets change YoY
The plan reported a net loss of $141K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets
Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,548,950 28th percentile higher than 28% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust reported net income fell from -$109K in the plan year 2022 filing to -$141K in the plan year 2023 filing.
- Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 25 in the plan year 2022 filing to 22 in the plan year 2023 filing.
- Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 340838196 · Packaging Specialties, Inc. PY 2023 · ESOP
Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust · $2M · 22 · 28th
- IND $2M
- IND 22
- IND 28th
- IND ESOP
- IND near Es&a Sign and Awning Co. Employee Stock Ownership Plan and Trust
- IND ind #2421
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 Ohio →
Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Packaging Specialties, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Packaging Specialties, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 7.614105649148432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $2M |
| 2023 | 1 | 22 | $2M |
| 2024 | 1 | 25 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$141K |
| Employer EIN | 340838196 |
| Plan Effective Date | 1999-12-31 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Es&a Sign and Awning Co. Employee Stock Ownership Plan and Trust in OR ($2M); by covered participants it is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.