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).