ESOP · DOL Form 5500 · 2023

Pennsylvania Tool Sales & Services ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
162
Participants Small participant base
53rd
Percentile by assets National rank
$47,708
Avg per participant Low balance/head
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Official DOL plan name: Pennsylvania Tool Sales & Services Employee Stock Ownership Plan · Sponsored by Pennsylvania Tool Sales & Services · Ohio · Wholesale Trade

$8M in assets, 162 participants

Pennsylvania Tool Sales & Services's Pennsylvania Tool Sales & Services Employee Stock Ownership Plan reported $8M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,748 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Pennsylvania Tool Sales & Services Employee Stock Ownership Plan covers 162 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $8M.

#2,748
in Wholesale Trade (6,309 peers)
$4M
reported net income

Pennsylvania Tool Sales & Services Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Pennsylvania Tool Sales & Services Employee Stock Ownership Plan vs every filed plan by assets

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

$7,728,698 Top 47% higher than 53% 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 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. Pennsylvania Tool Sales & Services Employee Stock Ownership Plan sits mid-pack in the medium band (162 participants).

DOL schedule card

Filing strip 251356417 · Pennsylvania Tool Sales & Services PY 2023 · ESOP

Pennsylvania Tool Sales & Services Employee Stock Ownership Plan · $8M · 162 · 53rd

  • EBSA $8M
  • EBSA 162
  • EBSA 53rd
  • EBSA ESOP
  • EBSA near Howell Laboratories, Inc. Employee Stock Ownership Plan
  • EBSA ind #2748

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 →

Pennsylvania Tool Sales & Services Employee Stock Ownership Plan in the asset neighbourhood

Pennsylvania Tool Sales & Services Employee Stock Ownership PlanPennsylvania Tool Sales & Se…$8MHowell Laboratories, Inc. Employee Stock Ownership PlanHowell Laboratories, Inc. Em…$8MGround Engineering Consultants, Inc. Employee Stock Ownership PlanGround Engineering Consultan…$8MHelix Environmental Planning, Inc. Employee Stock Ownership PlanHelix Environmental Planning…$8MFirst Fence of Georgia, Inc. Employee Stock Ownership PlanFirst Fence of Georgia, Inc.…$8M
End-of-year total assets ($M) among Pennsylvania Tool Sales & Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$4M
Net Income$4M
Employer EIN251356417
Plan Effective Date2023-01-01
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 ESOP Plans in Ohio

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

Pennsylvania Tool Sales & Services Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Pennsylvania Tool Sales & Services Employee Stock Ownership Plan, Total assets ($B): 0.007728698 · Participants: 162Pennsylvania Tool Sales & Services 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
Pennsylvania Tool Sales & Services Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Pennsylvania Tool Sales & Services Employee Stock Ownership Plan side-by-side with 3 peers →

Pennsylvania Tool Sales & Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Howell Laboratories, Inc. Employee Stock Ownership Plan in ME ($8M); by covered participants it is Alcast Company Employee Stock Ownership Plan in IL (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 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.
Which ESOP plans are similar in size to Pennsylvania Tool Sales & Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Howell Laboratories, Inc. Employee Stock Ownership Plan in ME ($8M, 56 participants).
Which ESOP plans cover a similar participant headcount to Pennsylvania Tool Sales & Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alcast Company Employee Stock Ownership Plan in IL (162 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.