ESOP · DOL Form 5500 · 2022

Trauner Consulting Services, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
23
Participants Small participant base
29th
Percentile by assets National rank
$60,488
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trauner Consulting Services, Inc. Employee Stock Ownership Plan · Sponsored by Trauner Consulting Services, Inc. · Pennsylvania · Professional & Technical Services

$1M in assets, 23 participants

Trauner Consulting Services, Inc.'s Trauner Consulting Services, Inc. Employee Stock Ownership Plan reported $1M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,398 in Professional & Technical Services (21,562 peers)

Trauner Consulting Services, Inc. multi-year trail

Trauner Consulting Services, Inc.'s plans moved -12.9% in assets from 2022 to 2024; this filing shows Trauner Consulting Services, Inc. Employee Stock Ownership Plan at $1M / 23 participants.

#5,398
in Professional & Technical Services (21,562 peers)
-3.3%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trauner Consulting Services, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Trauner Consulting Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,391,217 29th percentile higher than 29% of 139,123 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 2022

Trauner Consulting Services, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trauner Consulting Services, Inc. Employee Stock Ownership Plan is a small filing (23 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 222865241 · Trauner Consulting Services, Inc. PY 2022 · ESOP

Trauner Consulting Services, Inc. Employee Stock Ownership Plan · $1M · 23 · 29th

  • SCH $1M
  • EBSA 23
  • PART 29th
  • TYPE ESOP
  • NET near Tollefson Funeral Home, Inc. ESOP
  • BOOK ind #5398

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 →

Trauner Consulting Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lawrence W. Rosine Co. Profit Sharing - Employee Stock Ownership PlanLawrence W. Rosine Co. Profi…$1MTrauner Consulting Services, Inc. Employee Stock Ownership PlanTrauner Consulting Services,…$1MTollefson Funeral Home, Inc. ESOPTollefson Funeral Home, Inc.…$1MHinman & Hinman Trust Mpp$1MDurbin Bennett Tax Advisors, Inc. Employee Stock Ownership PlanDurbin Bennett Tax Advisors,…$1M
End-of-year total assets ($M) among Trauner Consulting Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Trauner Consulting Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Trauner Consulting Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.859244819463822% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 20222024 $1.39M $1.21M ▼ -12.9%
Year Plans Participants Total Assets
2022 1 23 $1M
2024 1 20 $1M

Trauner Consulting Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$47K
Employer EIN222865241
Plan Effective Date1999-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Trauner Consulting Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Trauner Consulting Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001391217 · Participants: 23Trauner Consulting Services, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Trauner Consulting Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Trauner Consulting Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Trauner Consulting Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Tollefson Funeral Home, Inc. ESOP in ND ($1M); by covered participants it is Profitmaster Displays, Inc. Employee Stock Ownership Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Trauner Consulting Services, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Trauner Consulting Services, Inc. Employee Stock Ownership Plan edged down modestly - down 3.3% during 2022, from $1M to $1M. Reported net income was -$47K.
How have Trauner Consulting Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Trauner Consulting Services, Inc.'s sponsor-wide assets declined 12.9%, from $1M to $1M.
Which ESOP plans are similar in size to Trauner Consulting Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tollefson Funeral Home, Inc. ESOP in ND ($1M, 5 participants).
Which ESOP plans cover a similar participant headcount to Trauner Consulting Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Profitmaster Displays, Inc. Employee Stock Ownership Plan in GA (23 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222865241.

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.