ESOP · DOL Form 5500 · 2023

Andesa Services, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
167
Participants Small participant base
54th
Percentile by assets National rank
$47,436
Avg per participant Low balance/head
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Official DOL plan name: Andesa Services Inc. Employee Stock Ownership Plan · Sponsored by Andesa Services, Inc. · Pennsylvania · Finance & Insurance

$8M in assets, 167 participants

Andesa Services, Inc.'s Andesa Services Inc. Employee Stock Ownership Plan reported $8M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,426 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Andesa Services Inc. Employee Stock Ownership Plan covers 167 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#3,426
in Finance & Insurance (8,869 peers)
-4.0%
assets change YoY

The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Andesa Services Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Andesa Services Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,921,761 Top 46% higher than 54% 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

Andesa Services Inc. 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. Andesa Services Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Andesa Services Inc. Employee Stock Ownership Plan reported net income fell from $988K in the plan year 2022 filing to -$82K in the plan year 2023 filing.
  • Andesa Services Inc. Employee Stock Ownership Plan reported participants fell from 182 in the plan year 2022 filing to 167 in the plan year 2023 filing.
  • Andesa Services Inc. Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232545253 · Andesa Services, Inc. PY 2023 · ESOP

Andesa Services Inc. Employee Stock Ownership Plan · $8M · 167 · 54th

  • BOOK $8M
  • BOOK 167
  • BOOK 54th
  • BOOK ESOP
  • BOOK near C & N Sales Company Employee Stock Ownership Plan and Trust
  • BOOK ind #3426

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 →

Andesa Services Inc. Employee Stock Ownership Plan in the asset neighbourhood

Harber Companies, Inc. Employee Stock Ownership PlanHarber Companies, Inc. Emplo…$8MAndesa Services Inc. Employee Stock Ownership PlanAndesa Services Inc. Employe…$8MC & N Sales Company Employee Stock Ownership Plan and TrustC & N Sales Company Employee…$8MPrecise Products Corporation Employee Stock Ownership PlanPrecise Products Corporation…$8MCorporate Press, Inc. Employee Stock Ownership and Profit Sharing PlanCorporate Press, Inc. Employ…$8M
End-of-year total assets ($M) among Andesa Services Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$1M
Net Income-$82K
Employer EIN232545253
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Andesa Services, Inc.)

Sponsor-wide plan assets over time

All Andesa Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 6.505364441520567% vs 2022
2024 filing year
$39M$40M$41M$42M$43M 202220232024 $39.4M $42M ▲ +6.5%
Year Plans Participants Total Assets
2022 2 348 $39M
2023 2 316 $42M
2024 2 291 $42M

Nearby ESOP Plans in Pennsylvania

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

Andesa Services Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Andesa Services Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007921761 · Participants: 167Andesa Services 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
Andesa Services Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Andesa Services Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Andesa Services Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is C & N Sales Company Employee Stock Ownership Plan and Trust in MN ($8M); by covered participants it is Rock West Employee Stock Ownership Plan in CA (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Andesa Services Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Andesa Services Inc. Employee Stock Ownership Plan edged down modestly - down 4.0% during 2023, from $8M to $8M. Reported net income was -$82K.
How have Andesa Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andesa Services, Inc.'s sponsor-wide assets grew 6.5%, from $39M to $42M.
Which ESOP plans are similar in size to Andesa Services Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is C & N Sales Company Employee Stock Ownership Plan and Trust in MN ($8M, 25 participants).
Which ESOP plans cover a similar participant headcount to Andesa Services Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rock West Employee Stock Ownership Plan in CA (167 participants, $6M 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 232545253.

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.