ESOP · DOL Form 5500 · 2023
Philpott Solutions Group, Inc. ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $257,262
- Avg per participant Above avg balance/head
Official DOL plan name: Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Philpott Solutions Group, Inc. · Ohio · Wholesale Trade
$10M in assets, 39 participants
Philpott Solutions Group, Inc.'s Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust reported $10M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #3,185 in Wholesale Trade (6,309 peers)
Philpott Solutions Group, Inc. multi-year trail
Philpott Solutions Group, Inc.'s plans moved +21.6% in assets from 2022 to 2024; this filing shows Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust at $10M / 39 participants.
- #3,185
- in Wholesale Trade (6,309 peers)
- +19.4%
- assets growth YoY
Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers
Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,033,208 Top 41% higher than 59% 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
Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust is a small filing (39 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $533K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 36 in the plan year 2022 filing to 39 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 340462440 · Philpott Solutions Group, Inc. PY 2023 · ESOP
Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust · $10M · 39 · 59th
- RANK $10M
- PHOTO 39
- IND 59th
- EOY ESOP
- 5500 near Osborne Industries Inc Employee Stock Ownership Plan and Trust
- ASSETS ind #3185
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 Ohio →
Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Philpott Solutions Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Philpott Solutions Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 21.602637909685686% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $8M |
| 2023 | 1 | 39 | $10M |
| 2024 | 1 | 48 | $10M |
Philpott Solutions Group, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 340462440 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Philpott Solutions Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Osborne Industries Inc Employee Stock Ownership Plan and Trust in KS ($10M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.
- Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan (IL) 39 · 0 off
- Spencer County Bank Employees' Stock Ownership Plan & Trust (IN) 39 · 0 off
- Merchants & Farmers Bank of Dumas Employee Stock Ownership Plan (AR) 39 · 0 off
- First Fontanelle Employee Stock Ownership Plan (IA) 39 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.