ESOP · DOL Form 5500 · 2023

Perry Protech ESOP

Data updated 2026-08-25

$122M
Total assets Near avg plan size
266
Participants Below avg headcount
92nd
Percentile by assets National rank
$458,232
Avg per participant High balance/head
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Official DOL plan name: Perry Protech Employee Stock Ownership and Profit Sharing Plan · Sponsored by Perry Protech · Ohio · Wholesale Trade

$122M in assets, 266 participants

Perry Protech's Perry Protech Employee Stock Ownership and Profit Sharing Plan reported $122M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #5,927 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Perry Protech Employee Stock Ownership and Profit Sharing Plan covers 266 participants in Ohio, about 35% of the average Ohio filer (state average ~765 per filing). Assets: $122M.

#5,927
in Wholesale Trade (6,309 peers)
+8.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Perry Protech Employee Stock Ownership and Profit Sharing Plan's outsized position by total assets

Perry Protech Employee Stock Ownership and Profit Sharing Plan vs every filed plan by assets

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

$121,889,812 Top 8% higher than 92% 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

Perry Protech Employee Stock Ownership and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perry Protech Employee Stock Ownership and Profit Sharing Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perry Protech Employee Stock Ownership and Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Perry Protech Employee Stock Ownership and Profit Sharing Plan end-of-year assets rose from $112M in the plan year 2022 filing to $122M in the plan year 2023 filing.
  • Perry Protech Employee Stock Ownership and Profit Sharing Plan reported participants rose from 254 in the plan year 2022 filing to 266 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 344473514 · Perry Protech PY 2023 · ESOP

Perry Protech Employee Stock Ownership and Profit Sharing Plan · $122M · 266 · 92nd

  • EBSA $122M
  • PART 266
  • TYPE 92nd
  • NET ESOP
  • BOOK near Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust
  • VS-ST ind #5927

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 →

Perry Protech Employee Stock Ownership and Profit Sharing Plan in the asset neighbourhood

United Electric Supply Company Employee Stock Ownership PlanUnited Electric Supply Compa…$123MInsurance Resources International, Inc. Employee Stock Ownership Plan and TrustInsurance Resources Internat…$122MPerry Protech Employee Stock Ownership and Profit Sharing PlanPerry Protech Employee Stock…$122MWhitaker Construction Co., Inc. Employee Stock Ownership PlanWhitaker Construction Co., I…$121MBarclay Water Treatment Co., Inc. Employee Stock Ownership PlanBarclay Water Treatment Co.,…$121M
End-of-year total assets ($M) among Perry Protech Employee Stock Ownership and Profit Sharing Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$96M
Net Income$10M
Employer EIN344473514
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perry Protech)

Sponsor-wide plan assets over time

All Perry Protech plans reported in each filing year

Latest sponsor-wide plan assets
$122M 8.896948949185258% vs 2022
2023 filing year
$110M$115M$120M$125M 20222023 $112M $122M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 254 $112M
2023 1 266 $122M

Nearby ESOP Plans in Ohio

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

Perry Protech Employee Stock Ownership and Profit Sharing Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Perry Protech Employee Stock Ownership and Profit Sharing Plan, Total assets ($B): 0.121889812 · Participants: 266Perry Protech Employee Stock Ownership and Profit Sharing PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Perry Protech Employee Stock Ownership and Profit Sharing Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Perry Protech Employee Stock Ownership and Profit Sharing Plan side-by-side with 3 peers →

Perry Protech Employee Stock Ownership and Profit Sharing Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust in MN ($122M); by covered participants it is Southeast Bancorp, Inc. Employee Stock Ownership Plan in TN (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Perry Protech Employee Stock Ownership and Profit Sharing Plan assets move in 2023? ▼
Perry Protech Employee Stock Ownership and Profit Sharing Plan grew at a solid clip - up 8.9% during 2023, from $112M to $122M. Reported net income was $10M.
How have Perry Protech plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Perry Protech's sponsor-wide assets grew 8.9%, from $112M to $122M.
Where does Perry Protech Employee Stock Ownership and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Perry Protech Employee Stock Ownership and Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Perry Protech Employee Stock Ownership and Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by assets is Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust in MN ($122M, 158 participants).
Which ESOP plans cover a similar participant headcount to Perry Protech Employee Stock Ownership and Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Southeast Bancorp, Inc. Employee Stock Ownership Plan in TN (266 participants, $44M 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 344473514.

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.