ESOP · DOL Form 5500 · 2023
Sheetz, Inc. ESOP
Data updated 2026-08-11
- $686M
- Total assets
- 13,858
- Participants
- 98th
- Percentile by assets
- $49,517
- Avg per participant
Official DOL plan name: Sheetz, Inc. Employee Stock Ownership Plan · Sponsored by Sheetz, Inc. · Pennsylvania · Retail Trade
$686M in assets, 13,858 participants
Sheetz, Inc.'s Sheetz, Inc. Employee Stock Ownership Plan reported $686M in total assets and 13,858 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #8,304 in Retail Trade (8,414 peers)
Coverage in Pennsylvania
Sheetz, Inc. Employee Stock Ownership Plan covers 13,858 participants in Pennsylvania, 17x the typical Pennsylvania plan (state average ~822 per filing). Assets: $686M.
- $686M
- total plan assets (2023 EOY)
- 13,858
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $49,517
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sheetz, Inc. Employee Stock Ownership Plan reported net income rose from $110M in the plan year 2022 filing to $153M in the plan year 2023 filing.
- Sheetz, Inc. Employee Stock Ownership Plan end-of-year assets rose from $534M in the plan year 2022 filing to $686M in the plan year 2023 filing.
- Sheetz, Inc. Employee Stock Ownership Plan reported participants rose from 12,847 in the plan year 2022 filing to 13,858 in the plan year 2023 filing.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Sheetz, Inc. Employee Stock Ownership Plan reports 13,858 participants - 17x that state average ($686M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $534M |
|---|---|
| Net Assets (End of Year) | $686M |
| Net Income | $153M |
| Employer EIN | 251202108 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheetz, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 27,722 | $1.0B |
| 2023 | 2 | 29,724 | $1.4B |
| 2024 | 2 | 32,398 | $1.5B |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Sheetz, 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
- D & H Employee Stock Ownership Plan $289M · 1,461
- Newage Industries, Inc. Employee Stock Ownership Plan $258M · 292
Scale composition for Sheetz, Inc. Employee Stock Ownership Plan
Sheetz, Inc. Employee Stock Ownership Plan reports $686M in end-of-year assets across 13,858 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $49,517 per participant (36% of the national average assets-per-participant) . Net income for plan year 2023 was $153M.
This plan identity (EIN 251202108, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $534M to $721M (+35.1%) while covered participants moved from 12,847 to 14,939 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,847 | $534M | Open filing |
| 2023 | 13,858 | $686M | This page |
| 2024 · index core | 14,939 | $721M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Sheetz, Inc. 401(k) Retirement Plan (401(k), $778M, 17,459 participants)
- Sheetz, Inc. Employee Stock Ownership Plan (ESOP, $721M, 14,939 participants)
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Sheetz, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Woodman's Employees' Profit Sharing and Stock Ownership Plan (WI) $700M · 2,837
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan (GA) $665M · 1,772
- Messer Inc. Employee Stock Ownership Plan (OH) $622M · 873
- U-Haul Holding Company Employee Stock Ownership Plan (AZ) $619M · 19,740
Frequently Asked Questions
How did Sheetz, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Sheetz, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Sheetz, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Sheetz, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Sheetz, Inc.'s sponsor-wide assets have grown 44.0% since 2022 across 3 plan years on file. More Retail Trade plans