ESOP · DOL Form 5500 · 2023

Ppe Genpar, Inc. ESOP

Data updated 2026-08-25

$279M
Total assets Near avg plan size
534
Participants Below avg headcount
96th
Percentile by assets National rank
$521,620
Avg per participant High balance/head
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Official DOL plan name: Preferred Pump & Equipment Employee Stock Ownership Plan · Sponsored by Ppe Genpar, Inc. · Texas · Wholesale Trade

$279M in assets, 534 participants

Ppe Genpar, Inc.'s Preferred Pump & Equipment Employee Stock Ownership Plan reported $279M in total assets and 534 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #6,127 in Wholesale Trade (6,309 peers)

Where Preferred Pump & Equipment Employee Stock Ownership Plan sits by assets

Preferred Pump & Equipment Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $279M for 534 participants (~$521,620/participant), up 71.8% in 2023.

#6,127
in Wholesale Trade (6,309 peers)
+71.8%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Preferred Pump & Equipment Employee Stock Ownership Plan's outsized position by total assets

Preferred Pump & Equipment Employee Stock Ownership Plan vs every filed plan by assets

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

$278,545,054 Top 4% higher than 96% 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

Preferred Pump & Equipment Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preferred Pump & Equipment Employee Stock Ownership Plan sits mid-pack in the medium band (534 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Preferred Pump & Equipment Employee Stock Ownership Plan end-of-year assets rose from $162M in the plan year 2022 filing to $279M in the plan year 2023 filing.
  • Preferred Pump & Equipment Employee Stock Ownership Plan reported net income rose from $70M in the plan year 2022 filing to $118M in the plan year 2023 filing.
  • Preferred Pump & Equipment Employee Stock Ownership Plan reported participants fell from 579 in the plan year 2022 filing to 534 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 751830915 · Ppe Genpar, Inc. PY 2023 · ESOP

Preferred Pump & Equipment Employee Stock Ownership Plan · $279M · 534 · 96th

  • EBSA $279M
  • PART 534
  • TYPE 96th
  • NET ESOP
  • BOOK near Triple B Corporation Employee Stock Ownership Plan
  • VS-ST ind #6127

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 Texas →

Preferred Pump & Equipment Employee Stock Ownership Plan in the asset neighbourhood

Preferred Pump & Equipment Employee Stock Ownership PlanPreferred Pump & Equipment E…$279MTriple B Corporation Employee Stock Ownership PlanTriple B Corporation Employe…$278MShawmut Group Employee Stock Ownership PlanShawmut Group Employee Stock…$274MParksite Inc. Employee Stock Ownership PlanParksite Inc. Employee Stock…$274MSrc Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership…$269M
End-of-year total assets ($M) among Preferred Pump & Equipment 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)$162M
Net Assets (End of Year)$221M
Net Income$118M
Employer EIN751830915
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ppe Genpar, Inc.)

Sponsor-wide plan assets over time

All Ppe Genpar, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$328M 102.63384017234911% vs 2022
2024 filing year
$100M$150M$200M$250M$300M$350M 202220232024 $162M $328M ▲ +102.6%
Year Plans Participants Total Assets
2022 1 579 $162M
2023 1 534 $279M
2024 1 572 $328M

Nearby ESOP Plans in Texas

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

Preferred Pump & Equipment Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -50510152025 Total assets ($B) Participants Preferred Pump & Equipment Employee Stock Ownership Plan, Total assets ($B): 0.278545054 · Participants: 534Preferred Pump & Equipment Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Preferred Pump & Equipment Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Preferred Pump & Equipment Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Triple B Corporation Employee Stock Ownership Plan in WA ($278M); by covered participants it is Petersen, Inc. Frozen Capital Accumulation Plan in UT (534 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (534 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 Preferred Pump & Equipment Employee Stock Ownership Plan assets move in 2023? ▼
Preferred Pump & Equipment Employee Stock Ownership Plan surged - up 71.8% during 2023, from $162M to $279M. Reported net income was $118M.
How have Ppe Genpar, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ppe Genpar, Inc.'s sponsor-wide assets grew 102.6%, from $162M to $328M.
Where does Preferred Pump & Equipment Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Preferred Pump & Equipment Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Preferred Pump & Equipment Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Triple B Corporation Employee Stock Ownership Plan in WA ($278M, 1,123 participants).
Which ESOP plans cover a similar participant headcount to Preferred Pump & Equipment Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Petersen, Inc. Frozen Capital Accumulation Plan in UT (534 participants, $11M in assets).