ESOP · DOL Form 5500 · 2023
Pioneer Technical ESOP
Data updated 2026-08-11
- $20M
- Total assets
- 113
- Participants
- 72nd
- Percentile by assets
- $173,770
- Avg per participant
Official DOL plan name: Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Pioneer Technical · Montana · Professional & Technical Services
$20M in assets, 113 participants
Pioneer Technical's Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust reported $20M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- 72nd percentile by assets (of 127,072 plans)
- #14,642 in Professional & Technical Services (20,321 peers)
Coverage in Montana
Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust covers 113 participants in Montana, about 42% of the average Montana filer (state average ~271 per filing). Assets: $20M.
- $20M
- total plan assets (2023 EOY)
- 113
- covered participants
- 72nd
- percentile by assets (of 127,072 plans)
- $173,770
- avg assets per participant
Where Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust sits by total assets
Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,636,037 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $2M in the plan year 2022 filing to $783K in the plan year 2023 filing.
- Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.
Participants vs Montana filers
In Montana, the average filing covers about 271 participants across 404 plans. Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust reports 113 participants - about 42% of that state average ($20M EOY assets).
Montana filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $783K |
| Employer EIN | 810474175 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pioneer Technical)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 239 | $42M |
| 2023 | 2 | 237 | $45M |
| 2024 | 2 | 234 | $47M |
Nearby ESOP Plans in Montana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Montana, assets vs. participants
- Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP $442M · 824
- D.a. Davidson Companies Employee Stock Ownership Plan $150M · 1,474
- Electrical Consultants, Inc. Employee Stock Ownership Plan $81M · 720
- Morrison-Maierle, Inc. Employee Stock Ownership Plan $73M · 278
- Sletten, Inc. Employee Stock Ownership Plan $72M · 303
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
How have Pioneer Technical plan assets changed over time? ▼
Which ESOP plans are similar in size to Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust? ▼
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Filing takeaways
Ways to act on Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Montana. Compare plans
- Pioneer Technical's sponsor-wide assets have grown 12.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans