ESOP · DOL Form 5500 · 2023

Credential Leasing Corporation ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
38th
Percentile by assets National rank
$264,108
Avg per participant High balance/head
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Official DOL plan name: Credential Leasing Corporation Employee Stock Ownership Plan and Trust · Sponsored by Credential Leasing Corporation · Pennsylvania · Real Estate

$3M in assets, 13 participants

Credential Leasing Corporation's Credential Leasing Corporation Employee Stock Ownership Plan and Trust reported $3M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,722 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Credential Leasing Corporation Employee Stock Ownership Plan and Trust ranks #2,722 of 4,727 2023 filers by assets (756% of the sector average)-$3M for 13 participants.

#2,722
in Real Estate (4,727 peers)
-6.7%
assets change YoY

The plan reported a net loss of $310K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Credential Leasing Corporation Employee Stock Ownership Plan and Trust's mid-pack asset rank among Real Estate and all filers

Credential Leasing Corporation Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$3,433,406 38th percentile higher than 38% 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

Credential Leasing Corporation Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Credential Leasing Corporation Employee Stock Ownership Plan and Trust is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Credential Leasing Corporation Employee Stock Ownership Plan and Trust reported net income fell from $289K in the plan year 2022 filing to -$310K in the plan year 2023 filing.
  • Credential Leasing Corporation Employee Stock Ownership Plan and Trust end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231623915 · Credential Leasing Corporation PY 2023 · ESOP

Credential Leasing Corporation Employee Stock Ownership Plan and Trust · $3M · 13 · 38th

  • RANK $3M
  • PHOTO 13
  • IND 38th
  • EOY ESOP
  • 5500 near Allwest Testing & Engineering, Inc. Employee Stock Ownership Plan
  • ASSETS ind #2722

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 →

Credential Leasing Corporation Employee Stock Ownership Plan and Trust in the asset neighbourhood

Air Purification, Inc. Employee Stock Ownership PlanAir Purification, Inc. Emplo…$3MSmith & Boucher, Inc. Employee Stock Ownership PlanSmith & Boucher, Inc. Employ…$3MCredential Leasing Corporation Employee Stock Ownership Plan and TrustCredential Leasing Corporati…$3MAllwest Testing & Engineering, Inc. Employee Stock Ownership PlanAllwest Testing & Engineerin…$3MRhinebeck Bank Employee Stock Ownership PlanRhinebeck Bank Employee Stoc…$3M
End-of-year total assets ($M) among Credential Leasing Corporation Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$310K
Employer EIN231623915
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Credential Leasing Corporation)

Sponsor-wide plan assets over time

All Credential Leasing Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.381086012012195% vs 2022
2024 filing year
$3.4M$3.5M$3.6M$3.7M$3.8M 202220232024 $3.68M $3.52M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 13 $4M
2023 1 13 $3M
2024 1 13 $4M

Nearby ESOP Plans in Pennsylvania

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

Credential Leasing Corporation Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Credential Leasing Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.003433406 · Participants: 13Credential Leasing Corporation Employee Stock Ownership Plan and TrustWawa, 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
Credential Leasing Corporation Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Credential Leasing Corporation Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Credential Leasing Corporation Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Allwest Testing & Engineering, Inc. Employee Stock Ownership Plan in ID ($3M); by covered participants it is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Credential Leasing Corporation Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Credential Leasing Corporation Employee Stock Ownership Plan and Trust pulled back noticeably - down 6.7% during 2023, from $4M to $3M. Reported net income was -$310K.
How have Credential Leasing Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credential Leasing Corporation's sponsor-wide assets declined 4.4%, from $4M to $4M.
Which ESOP plans are similar in size to Credential Leasing Corporation Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Allwest Testing & Engineering, Inc. Employee Stock Ownership Plan in ID ($3M, 72 participants).
Which ESOP plans cover a similar participant headcount to Credential Leasing Corporation Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 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 231623915.

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.