ESOP · DOL Form 5500 · 2023

Charles Tool & Supply, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
28th
Percentile by assets National rank
$173,612
Avg per participant Above avg balance/head
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Official DOL plan name: Charles Tool & Supply, Inc. Employee Stock Ownership Plan · Sponsored by Charles Tool & Supply, Inc. · Pennsylvania · Wholesale Trade

$2M in assets, 9 participants

Charles Tool & Supply, Inc.'s Charles Tool & Supply, Inc. Employee Stock Ownership Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,080 in Wholesale Trade (6,309 peers)

Charles Tool & Supply, Inc. multi-year trail

Charles Tool & Supply, Inc.'s plans moved -22.6% in assets from 2022 to 2024; this filing shows Charles Tool & Supply, Inc. Employee Stock Ownership Plan at $2M / 9 participants.

#1,080
in Wholesale Trade (6,309 peers)
-14.9%
assets change YoY

The plan reported a net loss of $264K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles Tool & Supply, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Charles Tool & Supply, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,562,511 28th percentile higher than 28% 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

Charles Tool & Supply, Inc. 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. Charles Tool & Supply, Inc. Employee Stock Ownership Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charles Tool & Supply, Inc. Employee Stock Ownership Plan reported net income fell from -$102K in the plan year 2022 filing to -$264K in the plan year 2023 filing.
  • Charles Tool & Supply, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Charles Tool & Supply, Inc. Employee Stock Ownership Plan reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251146536 · Charles Tool & Supply, Inc. PY 2023 · ESOP

Charles Tool & Supply, Inc. Employee Stock Ownership Plan · $2M · 9 · 28th

  • PCT $2M
  • PCT 9
  • PCT 28th
  • PCT ESOP
  • PCT near Cybernet Systems Corporation Employee Stock Ownership Plan
  • PCT ind #1080

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 →

Charles Tool & Supply, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Charles Tool & Supply, Inc. Employee Stock Ownership PlanCharles Tool & Supply, Inc. …$2MCybernet Systems Corporation Employee Stock Ownership PlanCybernet Systems Corporation…$2MJosephson Manufacturing Company Employee Stock Ownership PlanJosephson Manufacturing Comp…$2MBay Ship & Yacht Co. Employee Stock Ownership PlanBay Ship & Yacht Co. Employe…$2MEmerson Management Company ESOPEmerson Management Company E…$2M
End-of-year total assets ($M) among Charles Tool & Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Charles Tool & Supply, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Charles Tool & Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 22.56849516498311% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.84M $1.42M ▼ -22.8%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 9 $2M
2024 1 9 $1M

Charles Tool & Supply, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$264K
Employer EIN251146536
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Charles Tool & Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Charles Tool & Supply, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001562511 · Participants: 9Charles Tool & Supply, Inc. 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
Charles Tool & Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Charles Tool & Supply, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Charles Tool & Supply, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Cybernet Systems Corporation Employee Stock Ownership Plan in MI ($2M); by covered participants it is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 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 Charles Tool & Supply, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Charles Tool & Supply, Inc. Employee Stock Ownership Plan pulled back noticeably - down 14.9% during 2023, from $2M to $2M. Reported net income was -$264K.
How have Charles Tool & Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Tool & Supply, Inc.'s sponsor-wide assets declined 22.6%, from $2M to $1M.
Which ESOP plans are similar in size to Charles Tool & Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cybernet Systems Corporation Employee Stock Ownership Plan in MI ($2M, 41 participants).
Which ESOP plans cover a similar participant headcount to Charles Tool & Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 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 251146536.

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.