ESOP · DOL Form 5500 · 2023

Palmer Holland, Inc. ESOP

Data updated 2026-08-25

$233M
Total assets Near avg plan size
181
Participants Below avg headcount
95th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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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.

  • #6,092 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Palmer Holland, Inc. Employee Stock Ownership Plan covers 181 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $233M.

#6,092
in Wholesale Trade (6,309 peers)
-10.7%
assets change YoY
2.3×
vs typical plan assets (national mean)

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.

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

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

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

$233,266,544 Top 5% higher than 95% 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

Palmer Holland, 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. Palmer Holland, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (181 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340764574 · Palmer Holland, Inc. PY 2023 · ESOP

Palmer Holland, Inc. Employee Stock Ownership Plan · $233M · 181 · 95th

  • VS-ST $233M
  • VS-ST 181
  • VS-ST 95th
  • VS-ST ESOP
  • VS-ST near International Chemical Company Employee Stock Ownership Plan
  • VS-ST ind #6092

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 →

Palmer Holland, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods…$236MPalmer Holland, Inc. Employee Stock Ownership PlanPalmer Holland, Inc. Employe…$233MInternational Chemical Company Employee Stock Ownership PlanInternational Chemical Compa…$232MWright Service Corp. Employee Stock Ownership PlanWright Service Corp. Employe…$231MDakota Supply Group, Inc. Employee Stock Ownership PlanDakota Supply Group, Inc. Em…$230M
End-of-year total assets ($M) among Palmer Holland, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$261M
Net Assets (End of Year)$198M
Net Income-$27M
Employer EIN340764574
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmer Holland, Inc.)

Sponsor-wide plan assets over time

All Palmer Holland, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$257M 9.736316754403983% vs 2022
2024 filing year
$250M$260M$270M$280M$290M 202220232024 $284M $257M ▼ -9.7%
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 Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Palmer Holland, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.233266544 · Participants: 181Palmer Holland, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Palmer Holland, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Palmer Holland, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is International Chemical Company Employee Stock Ownership Plan in OK ($232M); by covered participants it is Erickson-Hall Holding Co. ESOP in CA (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Palmer Holland, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Palmer Holland, Inc. Employee Stock Ownership Plan pulled back noticeably - down 10.7% during 2023, from $261M to $233M. Reported net income was -$27M.
How have Palmer Holland, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmer Holland, Inc.'s sponsor-wide assets declined 9.7%, from $284M to $257M.
Where does Palmer Holland, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Palmer Holland, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Palmer Holland, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is International Chemical Company Employee Stock Ownership Plan in OK ($232M, 62 participants).
Which ESOP plans cover a similar participant headcount to Palmer Holland, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Erickson-Hall Holding Co. ESOP in CA (181 participants, $87M 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 340764574.

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.