ESOP · DOL Form 5500 · 2023

Erie Industrial Supply Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
31st
Percentile by assets National rank
$223,699
Avg per participant Above avg balance/head
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Official DOL plan name: Erie Industrial Supply Company Employee Stock Ownership Plan · Sponsored by Erie Industrial Supply Company · Pennsylvania · Wholesale Trade

$2M in assets, 9 participants

Erie Industrial Supply Company's Erie Industrial Supply Company Employee Stock Ownership Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,249 in Wholesale Trade (6,309 peers)

Erie Industrial Supply Company multi-year trail

Erie Industrial Supply Company's plans moved +40.4% in assets from 2022 to 2024; this filing shows Erie Industrial Supply Company Employee Stock Ownership Plan at $2M / 9 participants.

#1,249
in Wholesale Trade (6,309 peers)
+23.8%
assets growth YoY

Erie Industrial Supply Company Employee Stock Ownership Plan among the smaller filed plans by assets

Erie Industrial Supply Company Employee Stock Ownership Plan vs every filed plan by assets

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

$2,013,288 31st percentile higher than 31% 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

Erie Industrial Supply Company Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erie Industrial Supply Company Employee Stock Ownership Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Erie Industrial Supply Company Employee Stock Ownership Plan reported net income rose from $297K in the plan year 2022 filing to $387K in the plan year 2023 filing.
  • Erie Industrial Supply Company Employee Stock Ownership Plan reported participants rose from 7 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Erie Industrial Supply Company Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341610274 · Erie Industrial Supply Company PY 2023 · ESOP

Erie Industrial Supply Company Employee Stock Ownership Plan · $2M · 9 · 31st

  • RANK $2M
  • PHOTO 9
  • IND 31st
  • EOY ESOP
  • 5500 near Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust
  • ASSETS ind #1249

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 →

Erie Industrial Supply Company Employee Stock Ownership Plan in the asset neighbourhood

Scientific Systems Company, Inc. Employee Stock Ownership PlanScientific Systems Company, …$2MCaron Engineering, Inc. Employee Stock Ownership PlanCaron Engineering, Inc. Empl…$2MErie Industrial Supply Company Employee Stock Ownership PlanErie Industrial Supply Compa…$2MMcdermott-Costa Co., Inc. Employee Stock Ownership Plan and TrustMcdermott-Costa Co., Inc. Em…$2MInnova Technologies Inc. Employee Stock Ownership PlanInnova Technologies Inc. Emp…$2M
End-of-year total assets ($M) among Erie Industrial Supply Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Erie Industrial Supply Company multi-year asset trail

Sponsor-wide plan assets over time

All Erie Industrial Supply Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 40.38822973734253% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.63M $2.28M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 9 $2M
2024 1 11 $2M

Erie Industrial Supply Company filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$387K
Employer EIN341610274
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Erie Industrial Supply Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Erie Industrial Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.002013288 · Participants: 9Erie Industrial Supply Company 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
Erie Industrial Supply Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Erie Industrial Supply Company Employee Stock Ownership Plan side-by-side with 3 peers →

Erie Industrial Supply Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust in CA ($2M); by covered participants it is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 participants). Same-state nearby plans are listed separately above.

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 Erie Industrial Supply Company Employee Stock Ownership Plan assets move in 2023? ▼
Erie Industrial Supply Company Employee Stock Ownership Plan grew sharply - up 23.8% during 2023, from $2M to $2M. Reported net income was $387K.
How have Erie Industrial Supply Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erie Industrial Supply Company's sponsor-wide assets grew 40.4%, from $2M to $2M.
Which ESOP plans are similar in size to Erie Industrial Supply Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust in CA ($2M, 31 participants).
Which ESOP plans cover a similar participant headcount to Erie Industrial Supply Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is William F. Nelson Electric, Inc. Employee Stock Ownership Plan in MI (9 participants, N/A 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 341610274.

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.