ESOP · DOL Form 5500 · 2023

Delcrest Medical Services, Inc. ESOP

Data updated 2026-08-11

$815K
Total assets: 19
Participants: 22nd
Percentile by assets: $42,870
Avg per participant

Official DOL plan name: Delcrest Medical Services, Inc. Employee Stock Ownership Plan · Sponsored by Delcrest Medical Services, Inc. · Pennsylvania · Wholesale Trade

$815K in assets, 19 participants

Delcrest Medical Services, Inc.'s Delcrest Medical Services, Inc. Employee Stock Ownership Plan reported $815K in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

22nd percentile by assets (of 127,072 plans)
#743 in Wholesale Trade (6,309 peers)

Delcrest Medical Services, Inc. multi-year trail

Delcrest Medical Services, Inc.'s plans moved -18.6% in assets from 2022 to 2024; this filing shows Delcrest Medical Services, Inc. Employee Stock Ownership Plan at $815K / 19 participants.

$815K
total plan assets (2023 EOY): 19
covered participants: 22nd
percentile by assets (of 127,072 plans): $42,870
avg assets per participant

The plan reported a net loss of $106K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Delcrest Medical Services, Inc. Employee Stock Ownership Plan sits by total assets

Delcrest Medical Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$814,536 22nd percentile higher than 22% 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

Delcrest Medical Services, Inc. Employee Stock Ownership Plan reported net income fell from -$87K in the plan year 2022 filing to -$106K in the plan year 2023 filing.
Delcrest Medical Services, Inc. Employee Stock Ownership Plan reported participants fell from 22 in the plan year 2022 filing to 19 in the plan year 2023 filing.
Delcrest Medical Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $921K in the plan year 2022 filing to $815K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Wholesale Trade

Delcrest Medical Services, Inc. across 3 plan years on file

Across the 3 plan years Delcrest Medical Services, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $921K to $750K, a decline of 18.6%, while reported participants moved from 22 to 18 (-18.2%). Peak year by sponsor assets: 2022 ($921K); trough: 2024 ($750K).

Delcrest Medical Services, Inc. multi-year asset trail

Total plan assets by year, all Delcrest Medical Services, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	22	$921K
2023	1	19	$815K
2024	1	18	$750K

Delcrest Medical Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$921K
Net Assets (End of Year)	$815K
Net Income	-$106K
Employer EIN	232944524
Plan Effective Date	1997-07-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Delcrest Medical Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

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

Compare Delcrest Medical Services, Inc. Employee… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Delcrest Medical Services, Inc. Employee Stock Ownership Plan by total assets, not by location.

Quantum Controls, Inc. Employee Stock Ownership Plan (MD) $815K · 41
Ray's Electric Employee Stock Ownership Plan (CA) $814K · 18
Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust (WA) $810K · 12
Renew Energy, Inc. Employee Stock Ownership Plan (SD) $809K · 113

Frequently Asked Questions

How did Delcrest Medical Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Delcrest Medical Services, Inc. Employee Stock Ownership Plan pulled back noticeably - down 11.5% during 2023, from $921K to $815K. Reported net income was -$106K.

How have Delcrest Medical Services, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Delcrest Medical Services, Inc.'s sponsor-wide assets declined 18.6%, from $921K to $750K.

Where does Delcrest Medical Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Delcrest Medical Services, Inc. Employee Stock Ownership Plan ranks in the 22nd 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 Delcrest Medical Services, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Quantum Controls, Inc. Employee Stock Ownership Plan in MD ($815K, 41 participants).

Next read for Delcrest Medical Services, Inc. Employee…

Multi-year trail

Ways to act on Delcrest Medical Services, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Delcrest Medical Services, Inc. Employee Stock Ownership Plan ranks among the smaller plans by assets on file. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
Delcrest Medical Services, Inc.'s sponsor-wide assets have declined 18.6% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 232944524.