ESOP · DOL Form 5500 · 2023

Emsi, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
36th
Percentile by assets National rank
$304,266
Avg per participant High balance/head
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Official DOL plan name: Emsi, Inc. Employee Stock Ownership Plan · Sponsored by Emsi, Inc. · Pennsylvania · Wholesale Trade

$3M in assets, 10 participants

Emsi, Inc.'s Emsi, Inc. Employee Stock Ownership Plan reported $3M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,580 in Wholesale Trade (6,309 peers)

Emsi, Inc. multi-year trail

Emsi, Inc.'s plans moved +12.1% in assets from 2022 to 2024; this filing shows Emsi, Inc. Employee Stock Ownership Plan at $3M / 10 participants.

#1,580
in Wholesale Trade (6,309 peers)
+17.4%
assets growth YoY

Emsi, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Emsi, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,042,660 36th percentile higher than 36% 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

Emsi, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emsi, Inc. Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emsi, Inc. Employee Stock Ownership Plan reported participants fell from 14 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Emsi, Inc. Employee Stock Ownership Plan reported net income fell from $550K in the plan year 2022 filing to $451K in the plan year 2023 filing.
  • Emsi, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232124644 · Emsi, Inc. PY 2023 · ESOP

Emsi, Inc. Employee Stock Ownership Plan · $3M · 10 · 36th

  • PCT $3M
  • EIN 10
  • RANK 36th
  • PHOTO ESOP
  • IND near Natural Beauty Growers Employee Stock Ownership Plan
  • EOY ind #1580

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 →

Emsi, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Gemco, Inc. Employee Stock Ownership PlanGemco, Inc. Employee Stock O…$3MBanktennessee Bancshares, Inc. Employee Stock Ownership PlanBanktennessee Bancshares, In…$3MEmsi, Inc. Employee Stock Ownership PlanEmsi, Inc. Employee Stock Ow…$3MNatural Beauty Growers Employee Stock Ownership PlanNatural Beauty Growers Emplo…$3MKemp Bros. Construction, Inc. Employee Stock Ownership PlanKemp Bros. Construction, Inc…$3M
End-of-year total assets ($M) among Emsi, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Emsi, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Emsi, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 12.146802513461527% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.59M $2.91M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 14 $3M
2023 1 10 $3M
2024 1 12 $3M

Emsi, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$451K
Employer EIN232124644
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Emsi, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Emsi, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00304266 · Participants: 10Emsi, 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
Emsi, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Emsi, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Natural Beauty Growers Employee Stock Ownership Plan in WI ($3M); by covered participants it is Mantech International Corporation Employee Stock Ownership Plan in VA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Emsi, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Emsi, Inc. Employee Stock Ownership Plan grew sharply - up 17.4% during 2023, from $3M to $3M. Reported net income was $451K.
How have Emsi, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emsi, Inc.'s sponsor-wide assets grew 12.1%, from $3M to $3M.
Which ESOP plans are similar in size to Emsi, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Natural Beauty Growers Employee Stock Ownership Plan in WI ($3M, 156 participants).
Which ESOP plans cover a similar participant headcount to Emsi, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mantech International Corporation Employee Stock Ownership Plan in VA (10 participants, N/A 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 232124644.

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.