ESOP · DOL Form 5500 · 2023
Valsource, Inc. ESOP
Data updated 2026-08-11
- $51M
- Total assets
- 186
- Participants
- 86th
- Percentile by assets
- $275,343
- Avg per participant
Official DOL plan name: Valsource, Inc. Employee Stock Ownership Plan · Sponsored by Valsource, Inc. · Pennsylvania · Professional & Technical Services
$51M in assets, 186 participants
Valsource, Inc.'s Valsource, Inc. Employee Stock Ownership Plan reported $51M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 127,072 plans)
- #17,649 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Valsource, Inc. Employee Stock Ownership Plan covers 186 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $51M.
- $51M
- total plan assets (2023 EOY)
- 186
- covered participants
- 86th
- percentile by assets (of 127,072 plans)
- $275,343
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Valsource, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Valsource, Inc. Employee Stock Ownership Plan end-of-year assets rose from $41M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Valsource, Inc. Employee Stock Ownership Plan reported participants fell from 215 in the plan year 2022 filing to 186 in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Valsource, Inc. Employee Stock Ownership Plan reports 186 participants - about 23% of that state average ($51M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $11M |
| Employer EIN | 232855010 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Valsource, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 418 | $72M |
| 2023 | 2 | 386 | $89M |
| 2024 | 2 | 431 | $90M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Valsource, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- 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 Valsource, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Valsource, Inc. Employee Stock Ownership…
Filing takeaways
Ways to act on Valsource, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Valsource, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Valsource, Inc.'s sponsor-wide assets have grown 26.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans