ESOP · DOL Form 5500 · 2023
Palmer Holland, Inc. ESOP
Data updated 2026-08-06
- $233M
- Total assets
- 181
- Participants
- 95th
- Percentile by assets
- $1.3M
- Avg per participant
Official DOL plan name: Palmer Holland, Inc. Employee Stock Ownership Plan · Sponsored by Palmer Holland, Inc. · Ohio · Wholesale Trade
$233M in assets, 181 participants
Palmer Holland, Inc.'s Palmer Holland, Inc. Employee Stock Ownership Plan reported $233M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 126,618 plans)
- #6,074 in Wholesale Trade (6,291 peers)
Coverage in Ohio
Palmer Holland, Inc. Employee Stock Ownership Plan covers 181 participants in Ohio, about 23% of the average Ohio filer (state average ~787 per filing). Assets: $233M.
- $233M
- total plan assets (2023 EOY)
- 181
- covered participants
- 95th
- percentile by assets (of 126,618 plans)
- $1.3M
- avg assets per participant
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Palmer Holland, Inc. Employee Stock Ownership Plan reported net income fell from $102M in the plan year 2022 filing to -$27M in the plan year 2023 filing.
- Palmer Holland, Inc. Employee Stock Ownership Plan reported participants rose from 145 in the plan year 2022 filing to 181 in the plan year 2023 filing.
- Palmer Holland, Inc. Employee Stock Ownership Plan end-of-year assets fell from $261M in the plan year 2022 filing to $233M in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 787 participants across 4,840 plans. Palmer Holland, Inc. Employee Stock Ownership Plan reports 181 participants - about 23% of that state average ($233M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $261M |
|---|---|
| Net Assets (End of Year) | $198M |
| Net Income | -$27M |
| Employer EIN | 340764574 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Palmer Holland, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 289 | $284M |
| 2023 | 2 | 366 | $264M |
| 2024 | 2 | 438 | $257M |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
Palmer Holland, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Palmer Holland, Inc. Employee Stock Ownership Plan by total assets, not by location.
- International Chemical Company Employee Stock Ownership Plan (OK) $232M · 62
- Wright Service Corp. Employee Stock Ownership Plan (IA) $231M · 2,792
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan (OR) $236M · 580
- Dakota Supply Group, Inc. Employee Stock Ownership Plan (ND) $230M · 767
Frequently Asked Questions
How did Palmer Holland, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
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Filing takeaways
Ways to act on Palmer Holland, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Palmer Holland, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
- Palmer Holland, Inc.'s sponsor-wide assets have declined 9.7% since 2022 across 3 plan years on file. More Wholesale Trade plans