ESOP · DOL Form 5500 · 2024

Ppe Genpar, Inc. ESOP

Data updated 2026-07-24

$328M
Total assets
572
Participants
96th
Percentile by assets
$574,210
Avg per participant
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Official DOL plan name: Preferred Pump & Equipment Employee Stock Ownership Plan · Sponsored by Ppe Genpar, Inc. · Texas · Wholesale Trade

$328M in assets, 572 participants

Ppe Genpar, Inc.'s Preferred Pump & Equipment Employee Stock Ownership Plan reported $328M in total assets and 572 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 116,472 plans)

Where Preferred Pump & Equipment Employee Stock Ownership Plan sits by assets

Preferred Pump & Equipment Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $328M for 572 participants (~$574,210/participant), up 17.9% in 2024.

$328M
total plan assets (2024 EOY)
572
covered participants
96th
percentile by assets (of 116,472 plans)
$574,210
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Preferred Pump & Equipment Employee Stock Ownership Plan reported net income fell from $118M in the plan year 2023 filing to $51M in the plan year 2024 filing.
  • Preferred Pump & Equipment Employee Stock Ownership Plan end-of-year assets rose from $279M in the plan year 2023 filing to $328M in the plan year 2024 filing.
  • Preferred Pump & Equipment Employee Stock Ownership Plan reported participants rose from 534 in the plan year 2023 filing to 572 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Preferred Pump & Equipment Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Preferred Pump & Equipment Employee Stock Ownership Plan outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$279M
Net Assets (End of Year)$272M
Net Income$51M
Employer EIN751830915
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ppe Genpar, Inc.)

$100M$150M$200M$250M$300M$350M 202220232024 $162M $328M ▲ +102.6%
Total plan assets by year, all Ppe Genpar, Inc. plans on file
Year Plans Participants Total Assets
2022 1 579 $162M
2023 1 534 $279M
2024 1 572 $328M

Nearby ESOP Plans in Texas

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

Preferred Pump & Equipment Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Preferred Pump & Equipment Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Preferred Pump & Equ…Sammons Enterprises,…Highland Homes Emplo…Austin Industries Em…Lja Engineering, Inc…Air Tractor Holdings…
Preferred Pump & Equipment Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Preferred Pump & Equipment Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Preferred Pump & Equipment Employee Stock Ownership Plan assets move in 2024?
Preferred Pump & Equipment Employee Stock Ownership Plan grew sharply - up 17.9% during 2024, from $279M to $328M. Reported net income was $51M.
How have Ppe Genpar, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ppe Genpar, Inc.'s sponsor-wide assets grew 102.6%, from $162M to $328M.
Where does Preferred Pump & Equipment Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Preferred Pump & Equipment Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Preferred Pump & Equipment Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is King Arthur Employee Stock Ownership Plan in VT ($328M, 320 participants).

Next read for Preferred Pump & Equipment Employee Stoc…

Scale reading

Ways to act on Preferred Pump & Equipment Employee Stock Ownership Plan's numbers.

  • By total assets, Preferred Pump & Equipment Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
  • Ppe Genpar, Inc.'s sponsor-wide assets have grown 102.6% since 2022 across 3 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751830915.

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