ESOP · DOL Form 5500 · 2023

Perry Protech ESOP

Data updated 2026-08-11

$122M
Total assets: 266
Participants: 92nd
Percentile by assets: $458,232
Avg per participant

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.

92nd percentile by assets (of 127,072 plans)
#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.

$122M
total plan assets (2023 EOY): 266
covered participants: 92nd
percentile by assets (of 127,072 plans): $458,232
avg assets per participant

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 →

State

Ohio

Industry

Wholesale Trade

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Perry Protech Employee Stock Ownership and Profit Sharing Plan reports 266 participants - about 35% of that state average ($122M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$112M
Net Assets (End of Year)	$96M
Net Income	$10M
Employer EIN	344473514
Plan Effective Date	1985-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Perry Protech)

Total plan assets by year, all Perry Protech plans on file

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

Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
Messer Inc. Employee Stock Ownership Plan $622M · 873
Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434

Compare Perry Protech Employee Stock Ownership a… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Perry Protech Employee Stock Ownership and Profit Sharing Plan by total assets, not by location.

Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust (MN) $122M · 158
Whitaker Construction Co., Inc. Employee Stock Ownership Plan (UT) $121M · 697
Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan (MA) $121M · 239
United Electric Supply Company Employee Stock Ownership Plan (DE) $123M · 278

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).

Next read for Perry Protech Employee Stock Ownership a…

Filing takeaways

Ways to act on Perry Protech Employee Stock Ownership and Profit Sharing Plan's numbers.

By total assets, Perry Protech Employee Stock Ownership and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
Perry Protech's sponsor-wide assets have grown 8.9% since 2022 across 2 plan years on file. More Wholesale Trade plans

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.