ESOP · DOL Form 5500 · 2023

The Beistle Company ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
213
Participants Below avg headcount
66th
Percentile by assets National rank
$65,024
Avg per participant Low balance/head
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Official DOL plan name: The Beistle Company Employee Stock Ownership Plan · Sponsored by The Beistle Company · Pennsylvania · Manufacturing

$14M in assets, 213 participants

The Beistle Company's The Beistle Company Employee Stock Ownership Plan reported $14M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #10,023 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

The Beistle Company Employee Stock Ownership Plan covers 213 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#10,023
in Manufacturing (18,722 peers)
-8.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Beistle Company Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

The Beistle Company Employee Stock Ownership Plan vs every filed plan by assets

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

$13,850,028 Top 34% higher than 66% 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

The Beistle Company 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. The Beistle Company Employee Stock Ownership Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Beistle Company Employee Stock Ownership Plan reported participants rose from 183 in the plan year 2022 filing to 213 in the plan year 2023 filing.
  • The Beistle Company Employee Stock Ownership Plan end-of-year assets fell from $15M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • The Beistle Company Employee Stock Ownership Plan reported net income fell from -$1M in the plan year 2022 filing to -$1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 230396050 · The Beistle Company PY 2023 · ESOP

The Beistle Company Employee Stock Ownership Plan · $14M · 213 · 66th

  • 5500 $14M
  • 5500 213
  • 5500 66th
  • 5500 ESOP
  • 5500 near Life Cycle Engineering, Inc. Employee Stock Ownership Plan
  • 5500 ind #10023

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 →

The Beistle Company Employee Stock Ownership Plan in the asset neighbourhood

Pritchett Controls, Inc. Employee Stock Ownership PlanPritchett Controls, Inc. Emp…$14MThe Beistle Company Employee Stock Ownership PlanThe Beistle Company Employee…$14MLife Cycle Engineering, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc.…$14MLad Irrigation Company Employee Stock Ownership PlanLad Irrigation Company Emplo…$14MSpecial Mine Services, Inc. Employees Stock Ownership PlanSpecial Mine Services, Inc. …$14M
End-of-year total assets ($M) among The Beistle Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN230396050
Plan Effective Date1976-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Beistle Company)

Sponsor-wide plan assets over time

All The Beistle Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 4.990042579734931% vs 2022
2024 filing year
$24M$25M$26M$27M$28M 202220232024 $25.7M $27M ▲ +5.0%
Year Plans Participants Total Assets
2022 2 372 $26M
2023 2 431 $25M
2024 2 396 $27M

Nearby ESOP Plans in Pennsylvania

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

The Beistle Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants The Beistle Company Employee Stock Ownership Plan, Total assets ($B): 0.013850028 · Participants: 213The Beistle Company 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
The Beistle Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare The Beistle Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Beistle Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Life Cycle Engineering, Inc. Employee Stock Ownership Plan in SC ($14M); by covered participants it is Health Management Associates, Inc. Employee Stock Ownership Plan in MI (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 The Beistle Company Employee Stock Ownership Plan assets move in 2023? ▼
The Beistle Company Employee Stock Ownership Plan pulled back noticeably - down 8.5% during 2023, from $15M to $14M. Reported net income was -$1M.
How have The Beistle Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Beistle Company's sponsor-wide assets grew 5.0%, from $26M to $27M.
Which ESOP plans are similar in size to The Beistle Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Life Cycle Engineering, Inc. Employee Stock Ownership Plan in SC ($14M, 367 participants).
Which ESOP plans cover a similar participant headcount to The Beistle Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Health Management Associates, Inc. Employee Stock Ownership Plan in MI (213 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 230396050.

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.