ESOP · DOL Form 5500 · 2023

Port Amherst, Ltd. ESOP

Data updated 2026-08-25

$43M
Total assets Below avg plan size
325
Participants Below avg headcount
84th
Percentile by assets National rank
$131,729
Avg per participant Near avg balance/head
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Official DOL plan name: Port Amherst, Ltd. Employee Stock Ownership Plan · Sponsored by Port Amherst, Ltd. · West Virginia · Transportation & Warehousing

$43M in assets, 325 participants

Port Amherst, Ltd.'s Port Amherst, Ltd. Employee Stock Ownership Plan reported $43M in total assets and 325 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,771 in Transportation & Warehousing (3,362 peers)

Where Port Amherst, Ltd. Employee Stock Ownership Plan sits by assets

Port Amherst, Ltd. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $43M for 325 participants (~$131,729/participant), up 15.7% in 2023.

#2,771
in Transportation & Warehousing (3,362 peers)
+15.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Port Amherst, Ltd. Employee Stock Ownership Plan's outsized position by total assets

Port Amherst, Ltd. Employee Stock Ownership Plan vs every filed plan by assets

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

$42,811,968 Top 16% higher than 84% 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

Port Amherst, Ltd. 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. Port Amherst, Ltd. Employee Stock Ownership Plan sits mid-pack in the medium band (325 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Port Amherst, Ltd. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Port Amherst, Ltd. Employee Stock Ownership Plan end-of-year assets rose from $37M in the plan year 2022 filing to $43M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 550628911 · Port Amherst, Ltd. PY 2023 · ESOP

Port Amherst, Ltd. Employee Stock Ownership Plan · $43M · 325 · 84th

  • ASSETS $43M
  • ASSETS 325
  • ASSETS 84th
  • ASSETS ESOP
  • ASSETS near Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan
  • ASSETS ind #2771

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 West Virginia →

Port Amherst, Ltd. Employee Stock Ownership Plan in the asset neighbourhood

Advanced Process Technologies, Inc. Employee Stock Ownership Plan and TrustAdvanced Process Technologie…$43MPort Amherst, Ltd. Employee Stock Ownership PlanPort Amherst, Ltd. Employee …$43MBarker-Phillips-Jackson, Inc. Employee Stock Ownership PlanBarker-Phillips-Jackson, Inc…$43MC&k Market, Inc. Employee Stock Ownership PlanC&k Market, Inc. Employee St…$43MPflow Industries, Inc. Employee Stock Ownership PlanPflow Industries, Inc. Emplo…$43M
End-of-year total assets ($M) among Port Amherst, Ltd. 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)$37M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN550628911
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Port Amherst, Ltd.)

Sponsor-wide plan assets over time

All Port Amherst, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 33.573840177129426% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.2M $84.4M ▲ +33.6%
Year Plans Participants Total Assets
2022 2 684 $63M
2023 2 697 $73M
2024 2 693 $84M

Nearby ESOP Plans in West Virginia

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

Port Amherst, Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080100 Total assets ($M) Participants Port Amherst, Ltd. Employee Stock Ownership Plan, Total assets ($M): 42.811968 · Participants: 325Port Amherst, Ltd. Employee Stock Ownership PlanTriton Employee Stock Ownership Plan, Total assets ($M): 81.933827 · Participants: 61Triton Employee Stock Ownership PlanMulberry's Independent Home Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 36.78 · Participants: 1687Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanWeirton Geriatric Center, Inc. Employees' Stock Ownership Plan, Total assets ($M): 29.237019 · Participants: 137Weirton Geriatric Center, Inc. Employees' Stock Ownership PlanCgp Foods Inc. Employee Stock Ownership Plan, Total assets ($M): 20.596104 · Participants: 282Cgp Foods Inc. Employee Stock Ownership PlanSummit Financial Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 18.664856 · Participants: 369Summit Financial Group, Inc. Employee Stock Ownership Plan
Port Amherst, Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
Compare Port Amherst, Ltd. Employee Stock Ownership Plan side-by-side with 3 peers →

Port Amherst, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside West Virginia, the nearest ESOP by assets is Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan in MO ($43M); by covered participants it is Tech Systems, Inc. Employee Stock Ownership Plan in GA (325 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (325 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 Port Amherst, Ltd. Employee Stock Ownership Plan assets move in 2023? ▼
Port Amherst, Ltd. Employee Stock Ownership Plan grew sharply - up 15.7% during 2023, from $37M to $43M. Reported net income was $6M.
How have Port Amherst, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Port Amherst, Ltd.'s sponsor-wide assets grew 33.6%, from $63M to $84M.
Where does Port Amherst, Ltd. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Port Amherst, Ltd. Employee Stock Ownership Plan ranks in the 84th 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 Port Amherst, Ltd. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan in MO ($43M, 57 participants).
Which ESOP plans cover a similar participant headcount to Port Amherst, Ltd. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tech Systems, Inc. Employee Stock Ownership Plan in GA (325 participants, $34M 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 550628911.

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.