ESOP · DOL Form 5500 · 2023

Emerald Asset Management, Inc. ESOP

Data updated 2026-08-25

$34M
Total assets Below avg plan size
38
Participants Small participant base
81st
Percentile by assets National rank
$892,777
Avg per participant High balance/head
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Official DOL plan name: Emerald Asset Management Employee Stock Ownership Plan · Sponsored by Emerald Asset Management, Inc. · Pennsylvania · Finance & Insurance

$34M in assets, 38 participants

Emerald Asset Management, Inc.'s Emerald Asset Management Employee Stock Ownership Plan reported $34M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,281 in Finance & Insurance (8,869 peers)

Where Emerald Asset Management Employee Stock Ownership Plan sits by assets

Emerald Asset Management Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $34M for 38 participants (~$892,777/participant), up 7.3% in 2023.

#6,281
in Finance & Insurance (8,869 peers)
+7.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Emerald Asset Management Employee Stock Ownership Plan's outsized position by total assets

Emerald Asset Management Employee Stock Ownership Plan vs every filed plan by assets

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

$33,925,511 Top 19% higher than 81% 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

Emerald Asset Management 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. Emerald Asset Management Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emerald Asset Management Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Emerald Asset Management Employee Stock Ownership Plan reported participants fell from 44 in the plan year 2022 filing to 38 in the plan year 2023 filing.
  • Emerald Asset Management Employee Stock Ownership Plan end-of-year assets rose from $32M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232650313 · Emerald Asset Management, Inc. PY 2023 · ESOP

Emerald Asset Management Employee Stock Ownership Plan · $34M · 38 · 81st

  • RANK $34M
  • RANK 38
  • RANK 81st
  • RANK ESOP
  • RANK near T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan
  • RANK ind #6281

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 →

Emerald Asset Management Employee Stock Ownership Plan in the asset neighbourhood

Pala Group, Inc. Employee Stock Ownership PlanPala Group, Inc. Employee St…$34MEmerald Asset Management Employee Stock Ownership PlanEmerald Asset Management Emp…$34MT.W. Frierson Contractor, Inc. Employee Stock Ownership PlanT.W. Frierson Contractor, In…$34MTech Systems, Inc. Employee Stock Ownership PlanTech Systems, Inc. Employee …$34MFirst Citizens Financial Corp Employee Stock Ownership PlanFirst Citizens Financial Cor…$34M
End-of-year total assets ($M) among Emerald Asset Management Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$31M
Net Income$3M
Employer EIN232650313
Plan Effective Date2011-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emerald Asset Management, Inc.)

Sponsor-wide plan assets over time

All Emerald Asset Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 17.811247712641155% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $31.6M $37.3M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 44 $32M
2023 1 38 $34M
2024 1 38 $37M

Nearby ESOP Plans in Pennsylvania

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

Emerald Asset Management Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Emerald Asset Management Employee Stock Ownership Plan, Total assets ($B): 0.033925511 · Participants: 38Emerald Asset Management 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
Emerald Asset Management Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Emerald Asset Management Employee Stock Ownership Plan side-by-side with 3 peers →

Emerald Asset Management Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan in TN ($34M); by covered participants it is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Emerald Asset Management Employee Stock Ownership Plan assets move in 2023? ▼
Emerald Asset Management Employee Stock Ownership Plan grew at a solid clip - up 7.3% during 2023, from $32M to $34M. Reported net income was $3M.
How have Emerald Asset Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emerald Asset Management, Inc.'s sponsor-wide assets grew 17.8%, from $32M to $37M.
Where does Emerald Asset Management Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Emerald Asset Management Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Emerald Asset Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is T.W. Frierson Contractor, Inc. Employee Stock Ownership Plan in TN ($34M, 143 participants).
Which ESOP plans cover a similar participant headcount to Emerald Asset Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants, N/A 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 232650313.

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.