ESOP · DOL Form 5500 · 2024

Palmer Holland, Inc. ESOP

Data updated 2026-08-25

$221M
Total assets Near avg plan size
216
Participants Below avg headcount
95th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Palmer Holland, Inc. Employee Stock Ownership Plan · Sponsored by Palmer Holland, Inc. · Ohio · Wholesale Trade

$221M in assets, 216 participants

Palmer Holland, Inc.'s Palmer Holland, Inc. Employee Stock Ownership Plan reported $221M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #5,834 in Wholesale Trade (6,080 peers)

Coverage in Ohio

Palmer Holland, Inc. Employee Stock Ownership Plan covers 216 participants in Ohio, about 28% of the average Ohio filer (state average ~765 per filing). Assets: $221M.

#5,834
in Wholesale Trade (6,080 peers)
-5.3%
assets change YoY
2.2×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Palmer Holland, Inc. Employee Stock Ownership Plan's outsized position by total assets

Palmer Holland, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$220,847,488 Top 5% higher than 95% 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

Palmer Holland, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Palmer Holland, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Palmer Holland, Inc. Employee Stock Ownership Plan reported net income rose from -$27M in the plan year 2023 filing to -$12M in the plan year 2024 filing.
  • Palmer Holland, Inc. Employee Stock Ownership Plan reported participants rose from 181 in the plan year 2023 filing to 216 in the plan year 2024 filing.
  • Palmer Holland, Inc. Employee Stock Ownership Plan end-of-year assets fell from $233M in the plan year 2023 filing to $221M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 340764574 · Palmer Holland, Inc. PY 2024 · ESOP

Palmer Holland, Inc. Employee Stock Ownership Plan · $221M · 216 · 95th

  • SCH $221M
  • SCH 216
  • SCH 95th
  • SCH ESOP
  • SCH near L/B Water Service, Inc. Employee Stock Ownership Plan
  • SCH ind #5834

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 →

Palmer Holland, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mario Sinacola and Sons Excavating, Inc. Employee Stock Ownership PlanMario Sinacola and Sons Exca…$226MPima Medical Institute Employee Stock Ownership PlanPima Medical Institute Emplo…$226MSignature Homes Employee Stock Ownership PlanSignature Homes Employee Sto…$225ML/B Water Service, Inc. Employee Stock Ownership PlanL/B Water Service, Inc. Empl…$224MPalmer Holland, Inc. Employee Stock Ownership PlanPalmer Holland, Inc. Employe…$221M
End-of-year total assets ($M) among Palmer Holland, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$233M
Net Assets (End of Year)$186M
Net Income-$12M
Employer EIN340764574
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmer Holland, Inc.)

Sponsor-wide plan assets over time

All Palmer Holland, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$257M 9.736316754403983% vs 2022
2024 filing year
$250M$260M$270M$280M$290M 202220232024 $284M $257M ▼ -9.7%
Year Plans Participants Total Assets
2022 2 289 $284M
2023 2 366 $264M
2024 2 438 $257M

Nearby ESOP Plans in Ohio

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

Palmer Holland, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Palmer Holland, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.220847488 · Participants: 216Palmer Holland, Inc. Employee Stock Ownership PlanProcter & 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
Palmer Holland, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Palmer Holland, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Palmer Holland, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is L/B Water Service, Inc. Employee Stock Ownership Plan in PA ($224M); by covered participants it is Jwd Group, Inc Employee Stock Ownership Plan in NY (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Palmer Holland, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Palmer Holland, Inc. Employee Stock Ownership Plan pulled back noticeably - down 5.3% during 2024, from $233M to $221M. Reported net income was -$12M.
How have Palmer Holland, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmer Holland, Inc.'s sponsor-wide assets declined 9.7%, from $284M to $257M.
Where does Palmer Holland, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Palmer Holland, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 123,622 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 Palmer Holland, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is L/B Water Service, Inc. Employee Stock Ownership Plan in PA ($224M, 219 participants).
Which ESOP plans cover a similar participant headcount to Palmer Holland, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jwd Group, Inc Employee Stock Ownership Plan in NY (216 participants, $59M 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 340764574.

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.