ESOP · DOL Form 5500 · 2023

Valsource, Inc. ESOP

Data updated 2026-08-25

$51M
Total assets Below avg plan size
186
Participants Below avg headcount
86th
Percentile by assets National rank
$275,343
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,649
in Professional & Technical Services (20,321 peers)
+24.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Valsource, Inc. Employee Stock Ownership Plan's outsized position by total assets

Valsource, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$51,213,775 Top 14% higher than 86% 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

Valsource, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valsource, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (186 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232855010 · Valsource, Inc. PY 2023 · ESOP

Valsource, Inc. Employee Stock Ownership Plan · $51M · 186 · 86th

  • VS-ST $51M
  • BOY 186
  • SCH 86th
  • EBSA ESOP
  • PART near Hamilton Point Investments ESOP
  • TYPE ind #17649

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 →

Valsource, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ferguson Electric Employee Stock Ownership PlanFerguson Electric Employee S…$51MValsource, Inc. Employee Stock Ownership PlanValsource, Inc. Employee Sto…$51MHamilton Point Investments ESOPHamilton Point Investments E…$51MFlynn Burner Corporation Employee Stock Ownership Plan & TrustFlynn Burner Corporation Emp…$51MBuist Electric Inc Employee Stock Ownership PlanBuist Electric Inc Employee …$51M
End-of-year total assets ($M) among Valsource, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$29M
Net Income$11M
Employer EIN232855010
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valsource, Inc.)

Sponsor-wide plan assets over time

All Valsource, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 25.963684219821143% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71.8M $90.4M ▲ +26.0%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Valsource, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.051213775 · Participants: 186Valsource, 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
Valsource, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Valsource, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Valsource, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Hamilton Point Investments ESOP in CT ($51M); by covered participants it is Golden Artist Colors, Inc. Employee Stock Ownership Plan in NY (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.

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 Valsource, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Valsource, Inc. Employee Stock Ownership Plan grew sharply - up 24.2% during 2023, from $41M to $51M. Reported net income was $11M.
How have Valsource, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valsource, Inc.'s sponsor-wide assets grew 26.0%, from $72M to $90M.
Where does Valsource, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Valsource, Inc. Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Valsource, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hamilton Point Investments ESOP in CT ($51M, 95 participants).
Which ESOP plans cover a similar participant headcount to Valsource, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Golden Artist Colors, Inc. Employee Stock Ownership Plan in NY (186 participants, $16M 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 232855010.

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.