ESOP · DOL Form 5500 · 2024

Applied Controls, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
35
Participants Small participant base
41st
Percentile by assets National rank
$138,141
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Applied Controls, Inc. Employee Stock Ownership Plan · Sponsored by Applied Controls, Inc. · Pennsylvania · Transportation & Warehousing

$5M in assets, 35 participants

Applied Controls, Inc.'s Applied Controls, Inc. Employee Stock Ownership Plan reported $5M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,389 in Transportation & Warehousing (3,299 peers)

What the 2024 filing shows

Applied Controls, Inc. Employee Stock Ownership Plan holds $5M for 35 participants - about $138,141 per participant, in the lower half of filed plans by assets.

#1,389
in Transportation & Warehousing (3,299 peers)
+2.5%
assets growth YoY

Applied Controls, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Applied Controls, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,834,939 41st percentile higher than 41% 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

Applied Controls, Inc. 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. Applied Controls, Inc. Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Applied Controls, Inc. Employee Stock Ownership Plan reported net income rose from $112K in the plan year 2023 filing to $118K in the plan year 2024 filing.
  • Applied Controls, Inc. 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 →

EBSA filing schedule strip

Filing strip 231729667 · Applied Controls, Inc. PY 2024 · ESOP

Applied Controls, Inc. Employee Stock Ownership Plan · $5M · 35 · 41st

  • VS-ST $5M
  • BOY 35
  • SCH 41st
  • EBSA ESOP
  • PART near Jackson's Hardware, Inc. Employee Stock Ownership Plan
  • TYPE ind #1389

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 →

Applied Controls, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Jackson's Hardware, Inc. Employee Stock Ownership PlanJackson's Hardware, Inc. Emp…$5MConsolidated Electrical Contractors, Inc. Employee Stock Ownership PlanConsolidated Electrical Cont…$5MApplied Controls, Inc. Employee Stock Ownership PlanApplied Controls, Inc. Emplo…$5MHeavy Construction Systems Specialists,Inc. Employee Stock Ownership PlanHeavy Construction Systems S…$5MRocky Mountain Steel, Inc. Employee Stock Ownership PlanRocky Mountain Steel, Inc. E…$5M
End-of-year total assets ($M) among Applied Controls, Inc. 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)$5M
Net Income$118K
Employer EIN231729667
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Controls, Inc.)

Sponsor-wide plan assets over time

All Applied Controls, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 5.014408984047165% vs 2022
2024 filing year
$4.5M$4.6M$4.7M$4.8M$4.9M 202220232024 $4.6M $4.83M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 35 $5M
2023 1 35 $5M
2024 2 70 $5M

Nearby ESOP Plans in Pennsylvania

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

Applied Controls, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Applied Controls, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004834939 · Participants: 35Applied Controls, Inc. 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
Applied Controls, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Applied Controls, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Jackson's Hardware, Inc. Employee Stock Ownership Plan in CA ($5M); by covered participants it is Micro Craft ESOP in TN (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Applied Controls, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Applied Controls, Inc. Employee Stock Ownership Plan edged up modestly - up 2.5% during 2024, from $5M to $5M. Reported net income was $118K.
How have Applied Controls, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Controls, Inc.'s sponsor-wide assets grew 5.0%, from $5M to $5M.
Which ESOP plans are similar in size to Applied Controls, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jackson's Hardware, Inc. Employee Stock Ownership Plan in CA ($5M, 48 participants).
Which ESOP plans cover a similar participant headcount to Applied Controls, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Micro Craft ESOP in TN (35 participants, $108 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 231729667.

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.