ESOP · DOL Form 5500 · 2024

P E Systems, Inc. ESOP

Data updated 2026-08-25

N/A
Total assets
7
Participants Small participant base
PlainRetire home → About this data RSS: change history

Official DOL plan name: P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan · Sponsored by P E Systems, Inc. · Virginia · Professional & Technical Services

N/A in assets, 7 participants

P E Systems, Inc.'s P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan reported N/A in total assets and 7 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

P E Systems, Inc. multi-year trail

P E Systems, Inc.'s plans moved +22.0% in assets from 2022 to 2024; this filing shows P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan at N/A / 7 participants.

-$651K
reported net income

The plan reported a net loss of $651K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan reported net income fell from -$83K in the plan year 2023 filing to -$651K in the plan year 2024 filing.
  • P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 540891458 · P E Systems, Inc. PY 2024 · ESOP

P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan · N/A · 7

  • PART N/A
  • TYPE 7
  • NET PY 2024
  • BOOK ESOP
  • VS-ST near Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust
  • BOY -$651K

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 Virginia →

P E Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All P E Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 22.02248651917921% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.6M $30.1M ▲ +22.0%
Year Plans Participants Total Assets
2022 2 293 $25M
2023 2 312 $29M
2024 2 335 $30M

P E Systems, Inc. filing trail (2024)

Total Assets (Beginning of Year)$652K
Net Assets (End of Year)N/A
Net Income-$651K
Employer EIN540891458
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 5 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants Nvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants

P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount

Outside Virginia, the nearest ESOP by covered participants is Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust in KS (7 participants; this filing: 7 participants).

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have P E Systems, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), P E Systems, Inc.'s sponsor-wide assets grew 22.0%, from $25M to $30M.
Which ESOP plans cover a similar participant headcount to P E Systems, Inc. Amended and Restated Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Haviland Bancshares, Inc. Employee Stock Ownership Plan and Trust in KS (7 participants, $2M in assets).