Profit Sharing · DOL Form 5500 · 2023

Pennsylvania Tool Sales & Services Profit Sharing Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
136
Participants Small participant base
86th
Percentile by assets National rank
$404,944
Avg per participant High balance/head
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Official DOL plan name: Pennsylvania Tool Sales & Services Profit Sharing Plan · Sponsored by Pennsylvania Tool Sales & Services · Ohio · Wholesale Trade

$55M in assets, 136 participants

Pennsylvania Tool Sales & Services's Pennsylvania Tool Sales & Services Profit Sharing Plan reported $55M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,546 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Pennsylvania Tool Sales & Services Profit Sharing Plan covers 136 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $55M.

#5,546
in Wholesale Trade (6,309 peers)
+14.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Pennsylvania Tool Sales & Services Profit Sharing Plan's outsized position by total assets

Pennsylvania Tool Sales & Services Profit Sharing Plan vs every filed plan by assets

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

$55,072,406 Top 14% higher than 86% 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

Pennsylvania Tool Sales & Services Profit Sharing 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. Pennsylvania Tool Sales & Services Profit Sharing Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pennsylvania Tool Sales & Services Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Pennsylvania Tool Sales & Services Profit Sharing Plan end-of-year assets rose from $48M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Pennsylvania Tool Sales & Services Profit Sharing Plan reported participants fell from 155 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251356417 · Pennsylvania Tool Sales & Services PY 2023 · Profit Sharing

Pennsylvania Tool Sales & Services Profit Sharing Plan · $55M · 136 · 86th

  • EOY $55M
  • EOY 136
  • EOY 86th
  • EOY Profit Sharing
  • EOY near Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan
  • EOY ind #5546

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 Wholesale Trade retirement plans → · Plans in Ohio →

Pennsylvania Tool Sales & Services Profit Sharing Plan in the asset neighbourhood

Gsk Puerto Rico 401(k) Plan$56MSchnuck Markets, Inc. Profit Sharing PlanSchnuck Markets, Inc. Profit…$55MPennsylvania Tool Sales & Services Profit Sharing PlanPennsylvania Tool Sales & Se…$55MKazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing PlanKazan, Mcclain, Satterley an…$55MAmerican Type Culture Collection Defined Contribution Retirement 401aAmerican Type Culture Collec…$55M
End-of-year total assets ($M) among Pennsylvania Tool Sales & Services Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$55M
Net Income$7M
Employer EIN251356417
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennsylvania Tool Sales & Services)

Sponsor-wide plan assets over time

All Pennsylvania Tool Sales & Services plans reported in each filing year

Latest sponsor-wide plan assets
$80M 67.2323222120135% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $48M $80.3M ▲ +67.2%
Year Plans Participants Total Assets
2022 1 155 $48M
2023 2 298 $63M
2024 2 289 $80M

Nearby Profit Sharing Plans in Ohio

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

Pennsylvania Tool Sales & Services Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Pennsylvania Tool Sales & Services Profit Sharing Plan, Total assets ($B): 0.055072406 · Participants: 136Pennsylvania Tool Sales & Services Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Pennsylvania Tool Sales & Services Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Pennsylvania Tool Sales & Services Profit Sharing Plan side-by-side with 3 peers →

Pennsylvania Tool Sales & Services Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan in CA ($55M); by covered participants it is M & F Western Products Profit Sharing Plan in TX (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Pennsylvania Tool Sales & Services Profit Sharing Plan assets move in 2023? ▼
Pennsylvania Tool Sales & Services Profit Sharing Plan grew at a solid clip - up 14.7% during 2023, from $48M to $55M. Reported net income was $7M.
How have Pennsylvania Tool Sales & Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania Tool Sales & Services's sponsor-wide assets grew 67.2%, from $48M to $80M.
Where does Pennsylvania Tool Sales & Services Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Pennsylvania Tool Sales & Services Profit Sharing Plan ranks in the 86th 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 Profit Sharing plans are similar in size to Pennsylvania Tool Sales & Services Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan in CA ($55M, 64 participants).
Which Profit Sharing plans cover a similar participant headcount to Pennsylvania Tool Sales & Services Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is M & F Western Products Profit Sharing Plan in TX (136 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 251356417.

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.