ESOP · DOL Form 5500 · 2023

Pennock Company ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
72
Participants Small participant base
53rd
Percentile by assets National rank
$105,236
Avg per participant Below avg balance/head
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Official DOL plan name: Pennock Company Employee Stock Ownership Plan · Sponsored by Pennock Company · Pennsylvania · Wholesale Trade

$8M in assets, 72 participants

Pennock Company's Pennock Company Employee Stock Ownership Plan reported $8M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,716 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Pennock Company Employee Stock Ownership Plan holds $8M for 72 participants - about $105,236 per participant, above the median plan by assets.

#2,716
in Wholesale Trade (6,309 peers)
-0.7%
assets change YoY

The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pennock Company Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Pennock Company Employee Stock Ownership Plan vs every filed plan by assets

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

$7,576,997 Top 47% higher than 53% 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

Pennock Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pennock Company Employee Stock Ownership Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pennock Company Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to -$56K in the plan year 2023 filing.
  • Pennock Company Employee Stock Ownership Plan reported participants fell from 73 in the plan year 2022 filing to 72 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 230954578 · Pennock Company PY 2023 · ESOP

Pennock Company Employee Stock Ownership Plan · $8M · 72 · 53rd

  • NET $8M
  • BOOK 72
  • VS-ST 53rd
  • BOY ESOP
  • SCH near Diamond Ridge Development Corporation Employee Stock Ownership Plan
  • EBSA ind #2716

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 →

Pennock Company Employee Stock Ownership Plan in the asset neighbourhood

Amwest Control, Inc. Employee Stock Ownership PlanAmwest Control, Inc. Employe…$8MHughes-Anderson Employee Stock Ownership PlanHughes-Anderson Employee Sto…$8MPennock Company Employee Stock Ownership PlanPennock Company Employee Sto…$8MDiamond Ridge Development Corporation Employee Stock Ownership PlanDiamond Ridge Development Co…$8MThe Coaches Training Institute Employee Stock OwnershipThe Coaches Training Institu…$8M
End-of-year total assets ($M) among Pennock Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$56K
Employer EIN230954578
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennock Company)

Sponsor-wide plan assets over time

All Pennock Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 4.691475699886932% vs 2022
2024 filing year
$7.4M$7.6M$7.8M$8M$8.2M 202220232024 $7.63M $7.99M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 73 $8M
2023 1 72 $8M
2024 1 63 $8M

Nearby ESOP Plans in Pennsylvania

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

Pennock Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Pennock Company Employee Stock Ownership Plan, Total assets ($B): 0.007576997 · Participants: 72Pennock Company Employee Stock Ownership PlanWawa, 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
Pennock Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Pennock Company Employee Stock Ownership Plan side-by-side with 3 peers →

Pennock Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Diamond Ridge Development Corporation Employee Stock Ownership Plan in AZ ($8M); by covered participants it is Hopkins Printing Employee Stock Ownership Plan in OH (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Pennock Company Employee Stock Ownership Plan assets move in 2023? ▼
Pennock Company Employee Stock Ownership Plan held essentially flat - down 0.7% during 2023, from $8M to $8M. Reported net income was -$56K.
How have Pennock Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennock Company's sponsor-wide assets grew 4.7%, from $8M to $8M.
Which ESOP plans are similar in size to Pennock Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Diamond Ridge Development Corporation Employee Stock Ownership Plan in AZ ($8M, 92 participants).
Which ESOP plans cover a similar participant headcount to Pennock Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hopkins Printing Employee Stock Ownership Plan in OH (72 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 230954578.

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.