ESOP · DOL Form 5500 · 2023

P E Systems, Inc. ESOP

Data updated 2026-08-25

$652K
Total assets Small plan by assets
8
Participants Small participant base
20th
Percentile by assets National rank
$81,533
Avg per participant Below avg balance/head
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Official DOL plan name: P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan · Sponsored by P E Systems, Inc. · Virginia · Professional & Technical Services

$652K in assets, 8 participants

P E Systems, Inc.'s P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan reported $652K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,064 in Professional & Technical Services (20,321 peers)

P E Systems, Inc. multi-year trail

P E Systems, Inc.'s plans moved +22.0% in assets from 2022 to 2024; this filing shows P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan at $652K / 8 participants.

#3,064
in Professional & Technical Services (20,321 peers)
-11.2%
assets change YoY

The plan reported a net loss of $83K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan among the smaller filed plans by assets

P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan vs every filed plan by assets

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

$652,265 20th percentile higher than 20% 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

P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan reported net income fell from $2K in the plan year 2022 filing to -$83K in the plan year 2023 filing.
  • P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan end-of-year assets fell from $735K in the plan year 2022 filing to $652K in the plan year 2023 filing.
  • P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 540891458 · P E Systems, Inc. PY 2023 · ESOP

P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan · $652K · 8 · 20th

  • EIN $652K
  • EIN 8
  • EIN 20th
  • EIN ESOP
  • EIN near Abt, Inc. Employee Stock Ownership Plan
  • EIN ind #3064

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 Virginia →

P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan in the asset neighbourhood

P E Systems, Inc. Amended and Restated Employee Stock Ownership PlanP E Systems, Inc. Amended an…$652KAbt, Inc. Employee Stock Ownership PlanAbt, Inc. Employee Stock Own…$652KKoski Professional Group, P. C. Employee Stock Ownership PlanKoski Professional Group, P.…$651KBark Frameworks, Inc. Employee Stock Ownership PlanBark Frameworks, Inc. Employ…$650KCommunicon, Inc. Employee Stock Ownership PlanCommunicon, Inc. Employee St…$650K
End-of-year total assets ($M) among P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

P E Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All P E Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 22.02248651917921% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.6M $30.1M ▲ +22.0%
Year Plans Participants Total Assets
2022 2 293 $25M
2023 2 312 $29M
2024 2 335 $30M

P E Systems, Inc. filing trail (2023)

Total Assets (Beginning of Year)$735K
Net Assets (End of Year)$651K
Net Income-$83K
Employer EIN540891458
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan, Total assets ($B): 0.000652265 · Participants: 8P E Systems, Inc. Amended and Restated Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan side-by-side with 3 peers →

P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Abt, Inc. Employee Stock Ownership Plan in AL ($652K); by covered participants it is Versailles Savings and Loan Company Employee Stock Ownership Plan in OH (8 participants). Same-state nearby plans are listed separately above.

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 P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan assets move in 2023? ▼
P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan pulled back noticeably - down 11.2% during 2023, from $735K to $652K. Reported net income was -$83K.
How have P E Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P E Systems, Inc.'s sponsor-wide assets grew 22.0%, from $25M to $30M.
Where does P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Abt, Inc. Employee Stock Ownership Plan in AL ($652K, 21 participants).
Which ESOP plans cover a similar participant headcount to P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Versailles Savings and Loan Company Employee Stock Ownership Plan in OH (8 participants, $614K 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 540891458.

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.