ESOP · DOL Form 5500 · 2023

Palmer-Donavin Holdings, Inc. ESOP

Data updated 2026-08-25

$113M
Total assets Near avg plan size
524
Participants Below avg headcount
92nd
Percentile by assets National rank
$216,486
Avg per participant Above avg balance/head
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Official DOL plan name: Palmer-Donavin Employee Stock Ownership Plan · Sponsored by Palmer-Donavin Holdings, Inc. · Ohio · Wholesale Trade

$113M in assets, 524 participants

Palmer-Donavin Holdings, Inc.'s Palmer-Donavin Employee Stock Ownership Plan reported $113M in total assets and 524 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #5,904 in Wholesale Trade (6,309 peers)

Where Palmer-Donavin Employee Stock Ownership Plan sits by assets

Palmer-Donavin Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $113M for 524 participants (~$216,486/participant), down 9.0% in 2023.

#5,904
in Wholesale Trade (6,309 peers)
-9.0%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Palmer-Donavin Employee Stock Ownership Plan's outsized position by total assets

Palmer-Donavin Employee Stock Ownership Plan vs every filed plan by assets

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

$113,438,533 Top 8% higher than 92% 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

Palmer-Donavin 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. Palmer-Donavin Employee Stock Ownership Plan sits mid-pack in the medium band (524 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palmer-Donavin Employee Stock Ownership Plan reported net income fell from $36M in the plan year 2022 filing to -$16M in the plan year 2023 filing.
  • Palmer-Donavin Employee Stock Ownership Plan end-of-year assets fell from $125M in the plan year 2022 filing to $113M in the plan year 2023 filing.
  • Palmer-Donavin Employee Stock Ownership Plan reported participants rose from 500 in the plan year 2022 filing to 524 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 464454067 · Palmer-Donavin Holdings, Inc. PY 2023 · ESOP

Palmer-Donavin Employee Stock Ownership Plan · $113M · 524 · 92nd

  • EOY $113M
  • 5500 524
  • ASSETS 92nd
  • PCT ESOP
  • EIN near Bl Companies, Inc. Employee Stock Ownership Plan
  • RANK ind #5904

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 Ohio →

Palmer-Donavin Employee Stock Ownership Plan in the asset neighbourhood

Alterman Group, Inc. Employee Stock Ownership PlanAlterman Group, Inc. Employe…$115MThe Plexsys Interface Products, Inc. Employee Stock Ownership PlanThe Plexsys Interface Produc…$114MLachman Consultant Services, Inc. Employee Stock Ownership PlanLachman Consultant Services,…$114MPalmer-Donavin Employee Stock Ownership PlanPalmer-Donavin Employee Stoc…$113MBl Companies, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee …$113M
End-of-year total assets ($M) among Palmer-Donavin 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)$125M
Net Assets (End of Year)$101M
Net Income-$16M
Employer EIN464454067
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmer-Donavin Holdings, Inc.)

Sponsor-wide plan assets over time

All Palmer-Donavin Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 8.014016809139594% vs 2022
2024 filing year
$110M$115M$120M$125M$130M 202220232024 $125M $115M ▼ -8.0%
Year Plans Participants Total Assets
2022 1 500 $125M
2023 1 524 $113M
2024 1 613 $115M

Nearby ESOP Plans in Ohio

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

Palmer-Donavin Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Palmer-Donavin Employee Stock Ownership Plan, Total assets ($B): 0.113438533 · Participants: 524Palmer-Donavin Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Palmer-Donavin Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Palmer-Donavin Employee Stock Ownership Plan side-by-side with 3 peers →

Palmer-Donavin Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Bl Companies, Inc. Employee Stock Ownership Plan in CT ($113M); by covered participants it is Moore's Electrical & Mechanical Construction, Inc. Employee Stock Ownership Plan and Trust in VA (524 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (524 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 Palmer-Donavin Employee Stock Ownership Plan assets move in 2023? ▼
Palmer-Donavin Employee Stock Ownership Plan pulled back noticeably - down 9.0% during 2023, from $125M to $113M. Reported net income was -$16M.
How have Palmer-Donavin Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmer-Donavin Holdings, Inc.'s sponsor-wide assets declined 8.0%, from $125M to $115M.
Where does Palmer-Donavin Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Palmer-Donavin Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Palmer-Donavin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bl Companies, Inc. Employee Stock Ownership Plan in CT ($113M, 323 participants).
Which ESOP plans cover a similar participant headcount to Palmer-Donavin Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Moore's Electrical & Mechanical Construction, Inc. Employee Stock Ownership Plan and Trust in VA (524 participants, $15M 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 464454067.

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.