ESOP · DOL Form 5500 · 2023

Ppe Genpar, Inc. ESOP

Data updated 2026-08-11

$279M
Total assets: 534
Participants: 96th
Percentile by assets: $521,620
Avg per participant

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.

96th percentile by assets (of 127,072 plans)
#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.

$279M
total plan assets (2023 EOY): 534
covered participants: 96th
percentile by assets (of 127,072 plans): $521,620
avg assets per participant

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 →

State

Texas

Industry

Wholesale Trade

Preferred Pump & Equipment Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Preferred Pump & Equipment Employee Stock Ownership Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$162M
Net Assets (End of Year)	$221M
Net Income	$118M
Employer EIN	751830915
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ppe Genpar, Inc.)

Total plan assets by year, all Ppe Genpar, Inc. plans on file

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

Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
Highland Homes Employee Stock Ownership Plan $885M · 791
Austin Industries Employee Stock Ownership Plan $498M · 4,510
Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439

Compare Preferred Pump & Equipment Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Preferred Pump & Equipment Employee Stock Ownership Plan by total assets, not by location.

Triple B Corporation Employee Stock Ownership Plan (WA) $278M · 1,123
Shawmut Group Employee Stock Ownership Plan (MA) $274M · 716
Parksite Inc. Employee Stock Ownership Plan (IL) $274M · 627
Src Employee Stock Ownership Plan and Trust (MO) $269M · 1,561

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).

Next read for Preferred Pump & Equipment Employee Stoc…

Scale reading

Ways to act on Preferred Pump & Equipment Employee Stock Ownership Plan's numbers.

By total assets, Preferred Pump & Equipment Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
Ppe Genpar, Inc.'s sponsor-wide assets have grown 102.6% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 751830915.