ESOP · DOL Form 5500 · 2024

Philpott Solutions Group, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
48
Participants Small participant base
56th
Percentile by assets National rank
$212,966
Avg per participant Above avg balance/head
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Official DOL plan name: Philpott Solutions Group, Inc. Employee Stock Ownership Plan · Sponsored by Philpott Solutions Group, Inc. · Ohio · Wholesale Trade

$10M in assets, 48 participants

Philpott Solutions Group, Inc.'s Philpott Solutions Group, Inc. Employee Stock Ownership Plan reported $10M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,900 in Wholesale Trade (6,080 peers)

Philpott Solutions Group, Inc. multi-year trail

Philpott Solutions Group, Inc.'s plans moved +21.6% in assets from 2022 to 2024; this filing shows Philpott Solutions Group, Inc. Employee Stock Ownership Plan at $10M / 48 participants.

#2,900
in Wholesale Trade (6,080 peers)
+1.8%
assets growth YoY

Philpott Solutions Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Philpott Solutions Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,222,347 Top 44% higher than 56% 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

Philpott Solutions Group, 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. Philpott Solutions Group, Inc. Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 340462440 · Philpott Solutions Group, Inc. PY 2024 · ESOP

Philpott Solutions Group, Inc. Employee Stock Ownership Plan · $10M · 48 · 56th

  • RANK $10M
  • PHOTO 48
  • IND 56th
  • EOY ESOP
  • 5500 near Edge Auto Employee Stock Ownership Plan
  • ASSETS ind #2900

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 →

Philpott Solutions Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Water Tech, Inc. Employee Stock Ownership PlanWater Tech, Inc. Employee St…$10MThunder Mtn. Catering, Inc. Employee Stock Ownership PlanThunder Mtn. Catering, Inc. …$10MPhilpott Solutions Group, Inc. Employee Stock Ownership PlanPhilpott Solutions Group, In…$10MEdge Auto Employee Stock Ownership PlanEdge Auto Employee Stock Own…$10ME.M.B. Corporation Employee Stock Ownership PlanE.M.B. Corporation Employee …$10M
End-of-year total assets ($M) among Philpott Solutions Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Philpott Solutions Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Philpott Solutions Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 21.602637909685686% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.41M $10.2M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 36 $8M
2023 1 39 $10M
2024 1 48 $10M

Philpott Solutions Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$150K
Employer EIN340462440
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Philpott Solutions Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Philpott Solutions Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010222347 · Participants: 48Philpott Solutions Group, 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
Philpott Solutions Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Philpott Solutions Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Philpott Solutions Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Edge Auto Employee Stock Ownership Plan in NY ($10M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Philpott Solutions Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Philpott Solutions Group, Inc. Employee Stock Ownership Plan edged up modestly - up 1.8% during 2024, from $10M to $10M. Reported net income was $150K.
How have Philpott Solutions Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Philpott Solutions Group, Inc.'s sponsor-wide assets grew 21.6%, from $8M to $10M.
Which ESOP plans are similar in size to Philpott Solutions Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Edge Auto Employee Stock Ownership Plan in NY ($10M, 50 participants).
Which ESOP plans cover a similar participant headcount to Philpott Solutions Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants, $9M 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 340462440.

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.