ESOP · DOL Form 5500 · 2023
Port Amherst, Ltd. ESOP
Data updated 2026-08-11
- $43M
- Total assets
- 325
- Participants
- 84th
- Percentile by assets
- $131,729
- Avg per participant
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.
- 84th percentile by assets (of 127,072 plans)
- #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.
- $43M
- total plan assets (2023 EOY)
- 325
- covered participants
- 84th
- percentile by assets (of 127,072 plans)
- $131,729
- avg assets per participant
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.
Port Amherst, Ltd. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Port Amherst, Ltd. Employee Stock Ownership Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $6M |
| Employer EIN | 550628911 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Port Amherst, Ltd.)
| 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
- Triton Employee Stock Ownership Plan $82M · 61
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan $37M · 1,687
- Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan $29M · 137
- Cgp Foods Inc. Employee Stock Ownership Plan $21M · 282
- Summit Financial Group, Inc. Employee Stock Ownership Plan $19M · 369
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Port Amherst, Ltd. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Port Amherst, Ltd. Employee Stock Ownership Plan assets move in 2023? ▼
How have Port Amherst, Ltd. plan assets changed over time? ▼
Where does Port Amherst, Ltd. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Port Amherst, Ltd. Employee Stock Ownership Plan? ▼
Next read for Port Amherst, Ltd. Employee Stock Owners…
Scale reading
Ways to act on Port Amherst, Ltd. Employee Stock Ownership Plan's numbers.
- By total assets, Port Amherst, Ltd. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in West Virginia. Compare plans
- Port Amherst, Ltd.'s sponsor-wide assets have grown 33.6% since 2022 across 3 plan years on file. More Transportation & Warehousing plans