ESOP · DOL Form 5500 · 2023
Penn United Technologies, Inc. ESOP
Data updated 2026-08-25
- $155M
- Total assets Near avg plan size
- 709
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $218,321
- Avg per participant Above avg balance/head
Official DOL plan name: Penn United Technologies, Inc. Employee Stock Ownership Plan · Sponsored by Penn United Technologies, Inc. · Pennsylvania · Manufacturing
$155M in assets, 709 participants
Penn United Technologies, Inc.'s Penn United Technologies, Inc. Employee Stock Ownership Plan reported $155M in total assets and 709 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,907 in Manufacturing (18,722 peers)
Where Penn United Technologies, Inc. Employee Stock Ownership Plan sits by assets
Penn United Technologies, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $155M for 709 participants (~$218,321/participant), up 1.5% in 2023.
- #16,907
- in Manufacturing (18,722 peers)
- +1.5%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Penn United Technologies, Inc. Employee Stock Ownership Plan's outsized position by total assets
Penn United Technologies, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$154,789,850 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Penn United Technologies, Inc. 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. Penn United Technologies, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (709 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Penn United Technologies, Inc. Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Penn United Technologies, Inc. Employee Stock Ownership Plan reported participants fell from 767 in the plan year 2022 filing to 709 in the plan year 2023 filing.
- Penn United Technologies, Inc. Employee Stock Ownership Plan end-of-year assets rose from $153M in the plan year 2022 filing to $155M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 251215115 · Penn United Technologies, Inc. PY 2023 · ESOP
Penn United Technologies, Inc. Employee Stock Ownership Plan · $155M · 709 · 94th
- NET $155M
- BOOK 709
- VS-ST 94th
- BOY ESOP
- SCH near VI-Jon Employee Stock Ownership Plan
- EBSA ind #16907
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 →
Penn United Technologies, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $153M |
|---|---|
| Net Assets (End of Year) | $155M |
| Net Income | $2M |
| Employer EIN | 251215115 |
| Plan Effective Date | 1973-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penn United Technologies, Inc.)
Sponsor-wide plan assets over time
All Penn United Technologies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $236M 1.850305710376001% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,489 | $232M |
| 2023 | 2 | 1,480 | $246M |
| 2024 | 2 | 806 | $236M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Penn United Technologies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is VI-Jon Employee Stock Ownership Plan in MO ($154M); by covered participants it is Employment Alliance Holdings, Inc. Employment Stock Ownership Plan in AR (709 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($155M here).
- VI-Jon Employee Stock Ownership Plan (MO) $154M · 940
- Metro Builders Supply, Inc. Employee Stock Ownership Plan (OK) $155M · 1,305
- Pavement Recycling Systems, Inc. Employee Stock Ownership Plan (CA) $154M · 495
- Williams Brothers Construction Co, Inc Profit Sharing & Stock Ownership Plan (TX) $154M · 1,701
Similar participant headcount
Nearest other-state filings by covered participants (709 participants); asset peers above are excluded.
- Employment Alliance Holdings, Inc. Employment Stock Ownership Plan (AR) 709 · 0 off
- Bandit Holding Company, Inc. Employee Stock Ownership Plan (MI) 707 · 2 off
- Oliver's Market Employee Stock Ownership Plan (CA) 707 · 2 off
- Fishback Financial Corporation Employee Stock Ownership Plan (SD) 713 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.