ESOP · DOL Form 5500 · 2024

Packaging Specialties, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
25
Participants Small participant base
27th
Percentile by assets National rank
$62,442
Avg per participant Low balance/head
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Official DOL plan name: Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Packaging Specialties, Inc. · Ohio · Manufacturing

$2M in assets, 25 participants

Packaging Specialties, Inc.'s Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,160 in Manufacturing (17,777 peers)

What the 2024 filing shows

Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust holds $2M for 25 participants - about $62,442 per participant, in the lower half of filed plans by assets.

#2,160
in Manufacturing (17,777 peers)
+0.8%
assets growth YoY

Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,561,050 27th percentile higher than 27% of 123,620 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 2024

Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$141K in the plan year 2023 filing to $12K in the plan year 2024 filing.
  • Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 22 in the plan year 2023 filing to 25 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 340838196 · Packaging Specialties, Inc. PY 2024 · ESOP

Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust · $2M · 25 · 27th

  • PCT $2M
  • EIN 25
  • RANK 27th
  • PHOTO ESOP
  • IND near Alaskan Brewing & Bottling Co. Employee Stock Ownership Plan
  • EOY ind #2160

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 Ohio →

Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Packaging Specialties, Inc. Employee Stock Ownership Plan and TrustPackaging Specialties, Inc. …$2MAlaskan Brewing & Bottling Co. Employee Stock Ownership PlanAlaskan Brewing & Bottling C…$2MThe Dude Abides Employee Stock Ownership PlanThe Dude Abides Employee Sto…$2MMcdermott-Costa Co., Inc. Employee Stock Ownership Plan and TrustMcdermott-Costa Co., Inc. Em…$2MCherokee Instruments Inc Employee Stock Ownership PlanCherokee Instruments Inc Emp…$2M
End-of-year total assets ($M) among Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$12K
Employer EIN340838196
Plan Effective Date1999-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Packaging Specialties, Inc.)

Sponsor-wide plan assets over time

All Packaging Specialties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.614105649148432% vs 2022
2024 filing year
$1.5M$1.55M$1.6M$1.65M$1.7M$1.75M 202220232024 $1.69M $1.56M ▼ -7.7%
Year Plans Participants Total Assets
2022 1 25 $2M
2023 1 22 $2M
2024 1 25 $2M

Nearby ESOP Plans in Ohio

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

Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.00156105 · Participants: 25Packaging Specialties, Inc. Employee Stock Ownership Plan and TrustProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Alaskan Brewing & Bottling Co. Employee Stock Ownership Plan in AK ($2M); by covered participants it is Panhandle Implement Company, Inc. Employee Stock Ownership Plan in TX (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust held essentially flat - up 0.8% during 2024, from $2M to $2M. Reported net income was $12K.
How have Packaging Specialties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Packaging Specialties, Inc.'s sponsor-wide assets declined 7.6%, from $2M to $2M.
Which ESOP plans are similar in size to Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Alaskan Brewing & Bottling Co. Employee Stock Ownership Plan in AK ($2M, 67 participants).
Which ESOP plans cover a similar participant headcount to Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Panhandle Implement Company, Inc. Employee Stock Ownership Plan in TX (25 participants, $2M in assets).

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 340838196.

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.