ESOP · DOL Form 5500 · 2023

Questra Holdings, Inc. ESOP

Data updated 2026-08-25

$18K
Total assets Small plan by assets
46
Participants Small participant base
2nd
Percentile by assets National rank
$391
Avg per participant Low balance/head
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Official DOL plan name: Questra Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Questra Holdings, Inc. · Pennsylvania · Professional & Technical Services

$18K in assets, 46 participants

Questra Holdings, Inc.'s Questra Holdings, Inc. Employee Stock Ownership Plan reported $18K in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #374 in Professional & Technical Services (20,321 peers)

2023 asset change

Questra Holdings, Inc. Employee Stock Ownership Plan contracted severely 94.4% in 2023 ($322K → $18K) for 46 participants.

#374
in Professional & Technical Services (20,321 peers)
-94.4%
assets change YoY

The plan reported a net loss of $298K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Questra Holdings, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Questra Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,000 2nd percentile higher than 2% 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

Questra Holdings, 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. Questra Holdings, Inc. Employee Stock Ownership Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Questra Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $322K in the plan year 2022 filing to $18K in the plan year 2023 filing.
  • Questra Holdings, Inc. Employee Stock Ownership Plan reported net income fell from -$169K in the plan year 2022 filing to -$298K in the plan year 2023 filing.
  • Questra Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 49 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 872135683 · Questra Holdings, Inc. PY 2023 · ESOP

Questra Holdings, Inc. Employee Stock Ownership Plan · $18K · 46 · 2nd

  • BOY $18K
  • SCH 46
  • EBSA 2nd
  • PART ESOP
  • TYPE near D. C. Elevator, Inc. Employee Stock Ownership Plan
  • NET ind #374

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 →

Questra Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Questra Holdings, Inc. Employee Stock Ownership PlanQuestra Holdings, Inc. Emplo…$18KD. C. Elevator, Inc. Employee Stock Ownership PlanD. C. Elevator, Inc. Employe…$18KLr Services, Inc. ESOP and Profit Sharing PlanLr Services, Inc. ESOP and P…$18KSoutheast Power Systems, Inc. Employee Stock Ownership PlanSoutheast Power Systems, Inc…$18KFirst Guaranty Bank Employee Stock Ownership PlanFirst Guaranty Bank Employee…$17K
End-of-year total assets ($M) among Questra Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Questra Holdings, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Questra Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$304K 5.590062111801243% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.32M $0.3M ▼ -6.3%
Year Plans Participants Total Assets
2022 1 49 $322K
2023 1 46 $18K
2024 1 49 $304K

2023 asset-move particulars

Total Assets (Beginning of Year)$322K
Net Assets (End of Year)-$467K
Net Income-$298K
Employer EIN872135683
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Questra Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Questra Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000018 · Participants: 46Questra Holdings, 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
Questra Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Questra Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is D. C. Elevator, Inc. Employee Stock Ownership Plan in KY ($18K); by covered participants it is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Questra Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Questra Holdings, Inc. Employee Stock Ownership Plan contracted severely - down 94.4% during 2023, from $322K to $18K. Reported net income was -$298K.
How have Questra Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Questra Holdings, Inc.'s sponsor-wide assets declined 5.6%, from $322K to $304K.
Where does Questra Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Questra Holdings, Inc. Employee Stock Ownership Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Questra Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is D. C. Elevator, Inc. Employee Stock Ownership Plan in KY ($18K, N/A participants).
Which ESOP plans cover a similar participant headcount to Questra Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants, $10M 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 872135683.

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.