ESOP · DOL Form 5500 · 2024

Touchpoint, Inc. ESOP

Data updated 2026-07-24

$87M
Total assets
570
Participants
89th
Percentile by assets
$152,273
Avg per participant
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Official DOL plan name: Touchpoint, Inc. Employee Stock Ownership Plan · Sponsored by Touchpoint, Inc. · Pennsylvania · Manufacturing

$87M in assets, 570 participants

Touchpoint, Inc.'s Touchpoint, Inc. Employee Stock Ownership Plan reported $87M in total assets and 570 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 116,472 plans)

Where Touchpoint, Inc. Employee Stock Ownership Plan sits by assets

Touchpoint, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $87M for 570 participants (~$152,273/participant), down 9.9% in 2024.

$87M
total plan assets (2024 EOY)
570
covered participants
89th
percentile by assets (of 116,472 plans)
$152,273
avg assets per participant

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Touchpoint, Inc. Employee Stock Ownership Plan reported net income fell from -$3M in the plan year 2023 filing to -$10M in the plan year 2024 filing.
  • Touchpoint, Inc. Employee Stock Ownership Plan end-of-year assets fell from $96M in the plan year 2023 filing to $87M in the plan year 2024 filing.
  • Touchpoint, Inc. Employee Stock Ownership Plan reported participants rose from 562 in the plan year 2023 filing to 570 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Touchpoint, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Touchpoint, Inc. Employee Stock Ownership Plan outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$87M
Net Income-$10M
Employer EIN231287596
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Touchpoint, Inc.)

$230M$240M$250M$260M 202220232024 $248M $234M ▼ -5.6%
Total plan assets by year, all Touchpoint, Inc. plans on file
Year Plans Participants Total Assets
2022 2 781 $248M
2023 2 776 $254M
2024 2 762 $234M

Nearby ESOP Plans in Pennsylvania

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

Touchpoint, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Touchpoint, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Touchpoint, Inc. Emp…Wawa, Inc. Employee …Bradford White Corpo…Centimark Corporatio…D & H Employee Stock…Newage Industries, I…
Touchpoint, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Touchpoint, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Touchpoint, Inc. Employee Stock Ownership Plan assets move in 2024?
Touchpoint, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.9% during 2024, from $96M to $87M. Reported net income was -$10M.
How have Touchpoint, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Touchpoint, Inc.'s sponsor-wide assets declined 5.6%, from $248M to $234M.
Where does Touchpoint, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Touchpoint, Inc. Employee Stock Ownership Plan ranks in the 89th 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 Touchpoint, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Russ Davis Wholesale, Inc. Employee Stock Ownership Plan in MN ($87M, 775 participants).

Next read for Touchpoint, Inc. Employee Stock Ownershi…

Scale reading

Ways to act on Touchpoint, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Touchpoint, Inc. 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
  • Touchpoint, Inc.'s sponsor-wide assets have declined 5.6% since 2022 across 3 plan years on file. More Manufacturing 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 231287596.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.