ESOP · DOL Form 5500 · 2023

Applied Controls, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
35
Participants Small participant base
43rd
Percentile by assets National rank
$134,757
Avg per participant Near avg balance/head
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Official DOL plan name: Applied Controls, Inc. Employee Stock Ownership Plan · Sponsored by Applied Controls, Inc. · Pennsylvania · Transportation & Warehousing

$5M in assets, 35 participants

Applied Controls, Inc.'s Applied Controls, Inc. Employee Stock Ownership Plan reported $5M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,442 in Transportation & Warehousing (3,362 peers)

What the 2023 filing shows

Applied Controls, Inc. Employee Stock Ownership Plan holds $5M for 35 participants - about $134,757 per participant, in the lower half of filed plans by assets.

#1,442
in Transportation & Warehousing (3,362 peers)
+2.4%
assets growth YoY

Applied Controls, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

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

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

$4,716,484 43rd percentile higher than 43% 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

Applied Controls, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applied Controls, Inc. Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Applied Controls, Inc. Employee Stock Ownership Plan reported net income rose from -$15M in the plan year 2022 filing to $112K in the plan year 2023 filing.
  • Applied Controls, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231729667 · Applied Controls, Inc. PY 2023 · ESOP

Applied Controls, Inc. Employee Stock Ownership Plan · $5M · 35 · 43rd

  • EOY $5M
  • EOY 35
  • EOY 43rd
  • EOY ESOP
  • EOY near Amc Engineers Employee Stock Ownership Plan
  • EOY ind #1442

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 →

Applied Controls, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Applied Controls, Inc. Employee Stock Ownership PlanApplied Controls, Inc. Emplo…$5MAmc Engineers Employee Stock Ownership PlanAmc Engineers Employee Stock…$5MLurre Construction, Inc. Employee Stock Ownership Plan and TrustLurre Construction, Inc. Emp…$5MA. Reddix & Associates, Inc. Employee Stock Ownership PlanA. Reddix & Associates, Inc.…$5MUS Default Group, Inc. Employee Stock Ownership PlanUS Default Group, Inc. Emplo…$5M
End-of-year total assets ($M) among Applied Controls, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$112K
Employer EIN231729667
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Controls, Inc.)

Sponsor-wide plan assets over time

All Applied Controls, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 5.014408984047165% vs 2022
2024 filing year
$4.5M$4.6M$4.7M$4.8M$4.9M 202220232024 $4.6M $4.83M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 35 $5M
2023 1 35 $5M
2024 2 70 $5M

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

Applied Controls, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Applied Controls, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004716484 · Participants: 35Applied Controls, 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
Applied Controls, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Applied Controls, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Amc Engineers Employee Stock Ownership Plan in AK ($5M); by covered participants it is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Applied Controls, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Applied Controls, Inc. Employee Stock Ownership Plan edged up modestly - up 2.4% during 2023, from $5M to $5M. Reported net income was $112K.
How have Applied Controls, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Controls, Inc.'s sponsor-wide assets grew 5.0%, from $5M to $5M.
Which ESOP plans are similar in size to Applied Controls, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Amc Engineers Employee Stock Ownership Plan in AK ($5M, 30 participants).
Which ESOP plans cover a similar participant headcount to Applied Controls, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants, $5M 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 231729667.

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.