ESOP · DOL Form 5500 · 2023

1st Pet Veterinary Centers ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
221
Participants Below avg headcount
24th
Percentile by assets National rank
$4,525
Avg per participant Low balance/head
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Official DOL plan name: 1st Pet Employee Stock Ownership Plan · Sponsored by 1st Pet Veterinary Centers · Arizona · Professional & Technical Services

$1M in assets, 221 participants

1st Pet Veterinary Centers's 1st Pet Employee Stock Ownership Plan reported $1M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,818 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

1st Pet Employee Stock Ownership Plan covers 221 participants in Arizona, about 39% of the average Arizona filer (state average ~564 per filing). Assets: $1M.

#3,818
in Professional & Technical Services (20,321 peers)
+22.0%
assets growth YoY

1st Pet Employee Stock Ownership Plan among the smaller filed plans by assets

1st Pet Employee Stock Ownership Plan vs every filed plan by assets

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

$1,000,000 24th percentile higher than 24% 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

1st Pet 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. 1st Pet Employee Stock Ownership Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 1st Pet Employee Stock Ownership Plan reported net income rose from -$609K in the plan year 2022 filing to $201K in the plan year 2023 filing.
  • 1st Pet Employee Stock Ownership Plan end-of-year assets rose from $820K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • 1st Pet Employee Stock Ownership Plan reported participants rose from 205 in the plan year 2022 filing to 221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860639943 · 1st Pet Veterinary Centers PY 2023 · ESOP

1st Pet Employee Stock Ownership Plan · $1M · 221 · 24th

  • ASSETS $1M
  • ASSETS 221
  • ASSETS 24th
  • ASSETS ESOP
  • ASSETS near Alen Corporation Employee Stock Ownership Plan
  • ASSETS ind #3818

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 Arizona →

1st Pet Employee Stock Ownership Plan in the asset neighbourhood

1st Pet Employee Stock Ownership Plan1st Pet Employee Stock Owner…$1MAlen Corporation Employee Stock Ownership PlanAlen Corporation Employee St…$1MClark Bros., Inc. Employee Stock Ownership PlanClark Bros., Inc. Employee S…$1MWestern National Bank and Affiliates Employee Stock Ownership PlanWestern National Bank and Af…$1MHorizon Paper Company, Inc. Employee Stock Ownership PlanHorizon Paper Company, Inc. …$998K
End-of-year total assets ($M) among 1st Pet Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$820K
Net Assets (End of Year)$73K
Net Income$201K
Employer EIN860639943
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (1st Pet Veterinary Centers)

Sponsor-wide plan assets over time

All 1st Pet Veterinary Centers plans reported in each filing year

Latest sponsor-wide plan assets
$430K 47.5609756097561% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.82M $0.43M ▼ -47.6%
Year Plans Participants Total Assets
2022 1 205 $820K
2023 1 221 $1M
2024 1 193 $430K

Nearby ESOP Plans in Arizona

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

1st Pet Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants 1st Pet Employee Stock Ownership Plan, Total assets ($B): 0.001 · Participants: 2211st Pet Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
1st Pet Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare 1st Pet Employee Stock Ownership Plan side-by-side with 3 peers →

1st Pet Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Alen Corporation Employee Stock Ownership Plan in TX ($1M); by covered participants it is Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan in WI (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 1st Pet Employee Stock Ownership Plan assets move in 2023? ▼
1st Pet Employee Stock Ownership Plan grew sharply - up 22.0% during 2023, from $820K to $1M. Reported net income was $201K.
How have 1st Pet Veterinary Centers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 1st Pet Veterinary Centers's sponsor-wide assets declined 47.6%, from $820K to $430K.
Where does 1st Pet Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
1st Pet Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to 1st Pet Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alen Corporation Employee Stock Ownership Plan in TX ($1M, 40 participants).
Which ESOP plans cover a similar participant headcount to 1st Pet Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wenthe-Davidson Engineering Co. Employee Stock Ownership Plan in WI (221 participants, $23M 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 860639943.

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.