ESOP · DOL Form 5500 · 2024

Emerald Asset Management, Inc. ESOP

Data updated 2026-07-24

$37M
Total assets: 38
Participants: 80th
Percentile by assets: $980,279
Avg per participant

Official DOL plan name: Emerald Asset Management Employee Stock Ownership Plan · Sponsored by Emerald Asset Management, Inc. · Pennsylvania · Finance & Insurance

$37M in assets, 38 participants

Emerald Asset Management, Inc.'s Emerald Asset Management Employee Stock Ownership Plan reported $37M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

80th percentile by assets (of 116,472 plans)

Where Emerald Asset Management Employee Stock Ownership Plan sits by assets

Emerald Asset Management Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $37M for 38 participants (~$980,279/participant), up 9.8% in 2024.

$37M
total plan assets (2024 EOY): 38
covered participants: 80th
percentile by assets (of 116,472 plans): $980,279
avg assets per participant

Emerald Asset Management Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Emerald Asset Management Employee Stock Ownership Plan end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Finance & Insurance

Emerald Asset Management Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Emerald Asset Management Employee Stock Ownership Plan outranks 80% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$34M
Net Assets (End of Year)	$35M
Net Income	$4M
Employer EIN	232650313
Plan Effective Date	2011-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Emerald Asset Management, Inc.)

Total plan assets by year, all Emerald Asset Management, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	44	$32M
2023	1	38	$34M
2024	1	38	$37M

Nearby ESOP Plans in Pennsylvania

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

Emerald Asset Management Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
D & H Employee Stock Ownership Plan $314M · 1,459
Newage Industries, Inc. Employee Stock Ownership Plan $296M · 264

Compare Emerald Asset Management Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Emerald Asset Management Employee Stock Ownership Plan by total assets, not by location.

Windings, Inc. 2012 Amended and Restated Employee Stock Ownership Plan (MN) $37M · 148
Ryba Marine Construction Co. Employee Stock Ownership Plan (MI) $37M · 50
Vps Employee Stock Ownership Plan (SD) $37M · 354
Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust (OH) $37M · 143

Frequently Asked Questions

How did Emerald Asset Management Employee Stock Ownership Plan assets move in 2024? ▼

Emerald Asset Management Employee Stock Ownership Plan grew at a solid clip - up 9.8% during 2024, from $34M to $37M. Reported net income was $4M.

How have Emerald Asset Management, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Emerald Asset Management, Inc.'s sponsor-wide assets grew 17.8%, from $32M to $37M.

Where does Emerald Asset Management Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Emerald Asset Management Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Emerald Asset Management Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Windings, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in MN ($37M, 148 participants).

Next read for Emerald Asset Management Employee Stock …

Scale reading

Ways to act on Emerald Asset Management Employee Stock Ownership Plan's numbers.

By total assets, Emerald Asset Management Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
Emerald Asset Management, Inc.'s sponsor-wide assets have grown 17.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232650313.

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.