ESOP · DOL Form 5500 · 2023

The Fertrell Company ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
20
Participants Small participant base
45th
Percentile by assets National rank
$259,415
Avg per participant Above avg balance/head
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Official DOL plan name: The Fertrell Company Employee Stock Ownership Plan · Sponsored by The Fertrell Company · Pennsylvania · Agriculture, Forestry & Fishing

$5M in assets, 20 participants

The Fertrell Company's The Fertrell Company Employee Stock Ownership Plan reported $5M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #604 in Agriculture, Forestry & Fishing (1,288 peers)

What the 2023 filing shows

The Fertrell Company Employee Stock Ownership Plan holds $5M for 20 participants - about $259,415 per participant, in the lower half of filed plans by assets.

#604
in Agriculture, Forestry & Fishing (1,288 peers)
+1.8%
assets growth YoY

The Fertrell Company Employee Stock Ownership Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

The Fertrell Company Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,188,305 45th percentile higher than 45% of 127,068 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 2023

The Fertrell Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fertrell Company Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Fertrell Company Employee Stock Ownership Plan reported net income rose from -$68K in the plan year 2022 filing to $137K in the plan year 2023 filing.
  • The Fertrell Company Employee Stock Ownership Plan reported participants rose from 19 in the plan year 2022 filing to 20 in the plan year 2023 filing.
  • The Fertrell Company Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 520627666 · The Fertrell Company PY 2023 · ESOP

The Fertrell Company Employee Stock Ownership Plan · $5M · 20 · 45th

  • BOY $5M
  • BOY 20
  • BOY 45th
  • BOY ESOP
  • BOY near Ccs Constructors, Inc. Employee Stock Ownership Plan
  • BOY ind #604

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 →

The Fertrell Company Employee Stock Ownership Plan in the asset neighbourhood

Epipheo Incorporated Employee Stock Ownership PlanEpipheo Incorporated Employe…$5MThe Fertrell Company Employee Stock Ownership PlanThe Fertrell Company Employe…$5MNautical Restaurants, Inc. Employee Stock Ownership PlanNautical Restaurants, Inc. E…$5MCcs Constructors, Inc. Employee Stock Ownership PlanCcs Constructors, Inc. Emplo…$5MBrickl Bros., Inc. Employee Stock Ownership PlanBrickl Bros., Inc. Employee …$5M
End-of-year total assets ($M) among The Fertrell Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income$137K
Employer EIN520627666
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Fertrell Company)

Sponsor-wide plan assets over time

All The Fertrell Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 7.399014540445712% vs 2022
2024 filing year
$5M$5.2M$5.4M$5.6M 202220232024 $5.09M $5.47M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 19 $5M
2023 1 20 $5M
2024 1 22 $5M

Nearby ESOP Plans in Pennsylvania

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

The Fertrell Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants The Fertrell Company Employee Stock Ownership Plan, Total assets ($B): 0.005188305 · Participants: 20The Fertrell Company Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
The Fertrell Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare The Fertrell Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Fertrell Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Ccs Constructors, Inc. Employee Stock Ownership Plan in VT ($5M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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.

Frequently Asked Questions

How did The Fertrell Company Employee Stock Ownership Plan assets move in 2023? ▼
The Fertrell Company Employee Stock Ownership Plan edged up modestly - up 1.8% during 2023, from $5M to $5M. Reported net income was $137K.
How have The Fertrell Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fertrell Company's sponsor-wide assets grew 7.4%, from $5M to $5M.
Which ESOP plans are similar in size to The Fertrell Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ccs Constructors, Inc. Employee Stock Ownership Plan in VT ($5M, 25 participants).
Which ESOP plans cover a similar participant headcount to The Fertrell Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520627666.

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.