ESOP · DOL Form 5500 · 2023

Peak Holdings Corporation Employee Stock Ownership Plan ESOP

Data updated 2026-08-25

$58M
Total assets Below avg plan size
973
Participants Near avg headcount
87th
Percentile by assets National rank
$59,379
Avg per participant Low balance/head
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Official DOL plan name: The Peak Holdings Corporation Employee Stock Ownership Plan · Sponsored by Peak Holdings Corporation Employee Stock Ownership Plan · California · Manufacturing

$58M in assets, 973 participants

Peak Holdings Corporation Employee Stock Ownership Plan's The Peak Holdings Corporation Employee Stock Ownership Plan reported $58M in total assets and 973 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,159 in Manufacturing (18,722 peers)

Where The Peak Holdings Corporation Employee Stock Ownership Plan sits by assets

The Peak Holdings Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $58M for 973 participants (~$59,379/participant), up 2.1% in 2023.

#15,159
in Manufacturing (18,722 peers)
+2.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Peak Holdings Corporation Employee Stock Ownership Plan's outsized position by total assets

The Peak Holdings Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$57,775,578 Top 13% higher than 87% 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

The Peak Holdings Corporation 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. The Peak Holdings Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (973 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Peak Holdings Corporation Employee Stock Ownership Plan reported net income rose from -$184M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Peak Holdings Corporation Employee Stock Ownership Plan reported participants rose from 874 in the plan year 2022 filing to 973 in the plan year 2023 filing.
  • The Peak Holdings Corporation Employee Stock Ownership Plan end-of-year assets rose from $57M in the plan year 2022 filing to $58M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 882895770 · Peak Holdings Corporation Employee Stock Ownership Plan PY 2023 · ESOP

The Peak Holdings Corporation Employee Stock Ownership Plan · $58M · 973 · 87th

  • SCH $58M
  • EBSA 973
  • PART 87th
  • TYPE ESOP
  • NET near Thalhimer, Inc. Employee Stock Ownership Plan and Trust
  • BOOK ind #15159

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 California →

The Peak Holdings Corporation Employee Stock Ownership Plan in the asset neighbourhood

Robin Industries, Inc. Employee Stock Ownership PlanRobin Industries, Inc. Emplo…$58MThe Peak Holdings Corporation Employee Stock Ownership PlanThe Peak Holdings Corporatio…$58MThalhimer, Inc. Employee Stock Ownership Plan and TrustThalhimer, Inc. Employee Sto…$58MImmi Holdings, Inc. Employee Stock Ownership PlanImmi Holdings, Inc. Employee…$58MCox & Company, Inc. Employee Stock Ownership PlanCox & Company, Inc. Employee…$58M
End-of-year total assets ($M) among The Peak Holdings Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$58M
Net Income$1M
Employer EIN882895770
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peak Holdings Corporation Employee Stock Ownership Plan)

Sponsor-wide plan assets over time

All Peak Holdings Corporation Employee Stock Ownership Plan plans reported in each filing year

Latest sponsor-wide plan assets
$60M 6.87282543545377% vs 2022
2024 filing year
$56M$58M$60M$62M 202220232024 $56.6M $60.5M ▲ +6.9%
Year Plans Participants Total Assets
2022 1 874 $57M
2023 1 973 $58M
2024 1 824 $60M

Nearby ESOP Plans in California

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

The Peak Holdings Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Peak Holdings Corporation Employee Stock Ownership Plan, Total assets ($B): 0.057775578 · Participants: 973The Peak Holdings Corporation Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
The Peak Holdings Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare The Peak Holdings Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

The Peak Holdings Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Thalhimer, Inc. Employee Stock Ownership Plan and Trust in VA ($58M); by covered participants it is Third Federal Savings Associate Stock Ownership Plan in OH (976 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (973 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 The Peak Holdings Corporation Employee Stock Ownership Plan assets move in 2023? ▼
The Peak Holdings Corporation Employee Stock Ownership Plan edged up modestly - up 2.1% during 2023, from $57M to $58M. Reported net income was $1M.
How have Peak Holdings Corporation Employee Stock Ownership Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peak Holdings Corporation Employee Stock Ownership Plan's sponsor-wide assets grew 6.9%, from $57M to $60M.
Where does The Peak Holdings Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Peak Holdings Corporation Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to The Peak Holdings Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Thalhimer, Inc. Employee Stock Ownership Plan and Trust in VA ($58M, 319 participants).
Which ESOP plans cover a similar participant headcount to The Peak Holdings Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Third Federal Savings Associate Stock Ownership Plan in OH (976 participants, $136M 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 882895770.

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.