ESOP · DOL Form 5500 · 2024

The Fertrell Company ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
22
Participants Small participant base
44th
Percentile by assets National rank
$248,691
Avg per participant Above avg balance/head
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Official DOL plan name: The Fertrell Company Employee Stock Ownership Plan · Sponsored by The Fertrell Company · Pennsylvania · Agriculture, Forestry & Fishing

$5M in assets, 22 participants

The Fertrell Company's The Fertrell Company Employee Stock Ownership Plan reported $5M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #550 in Agriculture, Forestry & Fishing (1,217 peers)

What the 2024 filing shows

The Fertrell Company Employee Stock Ownership Plan holds $5M for 22 participants - about $248,691 per participant, in the lower half of filed plans by assets.

#550
in Agriculture, Forestry & Fishing (1,217 peers)
+5.5%
assets growth YoY

The Fertrell Company Employee Stock Ownership Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

The Fertrell Company Employee Stock Ownership Plan vs every filed plan by assets

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

$5,471,199 44th percentile higher than 44% 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

The Fertrell Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fertrell Company Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Fertrell Company Employee Stock Ownership Plan reported net income rose from $137K in the plan year 2023 filing to $327K in the plan year 2024 filing.
  • The Fertrell Company Employee Stock Ownership Plan reported participants rose from 20 in the plan year 2023 filing to 22 in the plan year 2024 filing.
  • The Fertrell Company Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 520627666 · The Fertrell Company PY 2024 · ESOP

The Fertrell Company Employee Stock Ownership Plan · $5M · 22 · 44th

  • EOY $5M
  • 5500 22
  • ASSETS 44th
  • PCT ESOP
  • EIN near Pipe Valve Fitting Co Employee Stock Ownership Plan
  • RANK ind #550

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 Pennsylvania →

The Fertrell Company Employee Stock Ownership Plan in the asset neighbourhood

The Fertrell Company Employee Stock Ownership PlanThe Fertrell Company Employe…$5MPipe Valve Fitting Co Employee Stock Ownership PlanPipe Valve Fitting Co Employ…$5MMiddleton & Company, Inc. Employee Stock Ownership PlanMiddleton & Company, Inc. Em…$5MCorporate Press, Inc. Employee Stock Ownership and Profit Sharing PlanCorporate Press, Inc. Employ…$5MRadian Research, Inc. Employee Stock Ownership PlanRadian Research, Inc. Employ…$5M
End-of-year total assets ($M) among The Fertrell Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income$327K
Employer EIN520627666
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Fertrell Company)

Sponsor-wide plan assets over time

All The Fertrell Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 7.399014540445712% vs 2022
2024 filing year
$5M$5.2M$5.4M$5.6M 202220232024 $5.09M $5.47M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 19 $5M
2023 1 20 $5M
2024 1 22 $5M

Nearby ESOP Plans in Pennsylvania

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

The Fertrell Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants The Fertrell Company Employee Stock Ownership Plan, Total assets ($B): 0.005471199 · Participants: 22The Fertrell Company Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
The Fertrell Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare The Fertrell Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Fertrell Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Pipe Valve Fitting Co Employee Stock Ownership Plan in CO ($5M); by covered participants it is Electricians, Inc. ESOP in HI (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 The Fertrell Company Employee Stock Ownership Plan assets move in 2024? ▼
The Fertrell Company Employee Stock Ownership Plan grew at a solid clip - up 5.5% during 2024, from $5M to $5M. Reported net income was $327K.
How have The Fertrell Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fertrell Company's sponsor-wide assets grew 7.4%, from $5M to $5M.
Which ESOP plans are similar in size to The Fertrell Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pipe Valve Fitting Co Employee Stock Ownership Plan in CO ($5M, 16 participants).
Which ESOP plans cover a similar participant headcount to The Fertrell Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Electricians, Inc. ESOP in HI (22 participants, $20M 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 520627666.

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.