ESOP · DOL Form 5500 · 2023

Ph Acquisition, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
17
Participants Small participant base
31st
Percentile by assets National rank
$127,020
Avg per participant Near avg balance/head
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Official DOL plan name: Ph Acquisition, Inc. Employee Stock Ownership Plan · Sponsored by Ph Acquisition, Inc. · Texas · Retail Trade

$2M in assets, 17 participants

Ph Acquisition, Inc.'s Ph Acquisition, Inc. Employee Stock Ownership Plan reported $2M in total assets and 17 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.

  • #3,649 in Retail Trade (8,414 peers)

Ph Acquisition, Inc. multi-year trail

Ph Acquisition, Inc.'s plans moved -40.8% in assets from 2022 to 2024; this filing shows Ph Acquisition, Inc. Employee Stock Ownership Plan at $2M / 17 participants.

#3,649
in Retail Trade (8,414 peers)
-2.0%
assets change YoY

Ph Acquisition, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$2,159,341 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

Ph Acquisition, 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. Ph Acquisition, Inc. Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ph Acquisition, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $466K in the plan year 2023 filing.
  • Ph Acquisition, Inc. Employee Stock Ownership Plan reported participants fell from 18 in the plan year 2022 filing to 17 in the plan year 2023 filing.
  • Ph Acquisition, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752281715 · Ph Acquisition, Inc. PY 2023 · ESOP

Ph Acquisition, Inc. Employee Stock Ownership Plan · $2M · 17 · 31st

  • EBSA $2M
  • PART 17
  • TYPE 31st
  • NET ESOP
  • BOOK near Badgett Corporation Employee Stock Ownership Plan
  • VS-ST ind #3649

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 Texas →

Ph Acquisition, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ph Acquisition, Inc. Employee Stock Ownership PlanPh Acquisition, Inc. Employe…$2MBadgett Corporation Employee Stock Ownership PlanBadgett Corporation Employee…$2MCivilworks Holdings, Inc. Employee Stock Ownership 401(k) PlanCivilworks Holdings, Inc. Em…$2MWilliams & Works Employee Stock Ownership Plan and TrustWilliams & Works Employee St…$2MCapacity Interactive Employee Stock Ownership PlanCapacity Interactive Employe…$2M
End-of-year total assets ($M) among Ph Acquisition, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ph Acquisition, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ph Acquisition, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 40.771828749645586% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $2.2M $1.31M ▼ -40.5%
Year Plans Participants Total Assets
2022 1 18 $2M
2023 1 17 $2M
2024 1 16 $1M

Ph Acquisition, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income$466K
Employer EIN752281715
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Ph Acquisition, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Ph Acquisition, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002159341 · Participants: 17Ph Acquisition, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Ph Acquisition, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Ph Acquisition, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Badgett Corporation Employee Stock Ownership Plan in OK ($2M); by covered participants it is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Ph Acquisition, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ph Acquisition, Inc. Employee Stock Ownership Plan edged down modestly - down 2.0% during 2023, from $2M to $2M. Reported net income was $466K.
How have Ph Acquisition, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ph Acquisition, Inc.'s sponsor-wide assets declined 40.8%, from $2M to $1M.
Which ESOP plans are similar in size to Ph Acquisition, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Badgett Corporation Employee Stock Ownership Plan in OK ($2M, 47 participants).
Which ESOP plans cover a similar participant headcount to Ph Acquisition, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 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 752281715.

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.