ESOP · DOL Form 5500 · 2023
Keystone Petroleum Equipment, Ltd ESOP
Data updated 2026-08-11
- $18M
- Total assets
- 79
- Participants
- 71st
- Percentile by assets
- $232,933
- Avg per participant
Official DOL plan name: Keystone Petroleum Equipment Employee Stock Ownership Plan · Sponsored by Keystone Petroleum Equipment, Ltd · Pennsylvania · Manufacturing
$18M in assets, 79 participants
Keystone Petroleum Equipment, Ltd's Keystone Petroleum Equipment Employee Stock Ownership Plan reported $18M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 127,072 plans)
- #11,331 in Manufacturing (18,722 peers)
Keystone Petroleum Equipment, Ltd multi-year trail
Keystone Petroleum Equipment, Ltd's plans moved -64.1% in assets from 2022 to 2024; this filing shows Keystone Petroleum Equipment Employee Stock Ownership Plan at $18M / 79 participants.
- $18M
- total plan assets (2023 EOY)
- 79
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $232,933
- avg assets per participant
Where Keystone Petroleum Equipment Employee Stock Ownership Plan sits by total assets
Keystone Petroleum Equipment Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,401,682 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Keystone Petroleum Equipment Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Keystone Petroleum Equipment Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Keystone Petroleum Equipment Employee Stock Ownership Plan reported participants rose from 69 in the plan year 2022 filing to 79 in the plan year 2023 filing.
Keystone Petroleum Equipment, Ltd across 3 plan years on file
Across the 3 plan years Keystone Petroleum Equipment, Ltd has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $5M, a decline of 64.1%. Peak year by sponsor assets: 2023 ($18M); trough: 2024 ($5M).
Keystone Petroleum Equipment, Ltd multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 69 | $13M |
| 2023 | 1 | 79 | $18M |
| 2024 | 1 | N/A | $5M |
Keystone Petroleum Equipment, Ltd filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $5M |
| Employer EIN | 232064749 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Keystone Petroleum Equipment Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Keystone Petroleum Equipment Employee Stock Ownership Plan assets move in 2023? ▼
How have Keystone Petroleum Equipment, Ltd plan assets changed over time? ▼
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Multi-year trail
Ways to act on Keystone Petroleum Equipment Employee Stock Ownership Plan's numbers.
- By total assets, Keystone Petroleum Equipment Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Keystone Petroleum Equipment, Ltd's sponsor-wide assets have declined 64.1% since 2022 across 3 plan years on file. More Manufacturing plans