ESOP · DOL Form 5500 · 2024
Port Amherst, Ltd. ESOP
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 329
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $161,163
- Avg per participant Above avg balance/head
Official DOL plan name: Port Amherst, Ltd. Employee Stock Ownership Plan · Sponsored by Port Amherst, Ltd. · West Virginia · Transportation & Warehousing
$53M in assets, 329 participants
Port Amherst, Ltd.'s Port Amherst, Ltd. Employee Stock Ownership Plan reported $53M in total assets and 329 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #2,743 in Transportation & Warehousing (3,299 peers)
Where Port Amherst, Ltd. Employee Stock Ownership Plan sits by assets
Port Amherst, Ltd. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $53M for 329 participants (~$161,163/participant), up 23.9% in 2024.
- #2,743
- in Transportation & Warehousing (3,299 peers)
- +23.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Port Amherst, Ltd. Employee Stock Ownership Plan's outsized position by total assets
Port Amherst, Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$53,022,733 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Port Amherst, Ltd. 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. Port Amherst, Ltd. Employee Stock Ownership Plan sits mid-pack in the medium band (329 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Port Amherst, Ltd. Employee Stock Ownership Plan reported net income rose from $6M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Port Amherst, Ltd. Employee Stock Ownership Plan end-of-year assets rose from $43M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Port Amherst, Ltd. Employee Stock Ownership Plan reported participants rose from 325 in the plan year 2023 filing to 329 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 550628911 · Port Amherst, Ltd. PY 2024 · ESOP
Port Amherst, Ltd. Employee Stock Ownership Plan · $53M · 329 · 85th
- NET $53M
- NET 329
- NET 85th
- NET ESOP
- NET near Miller Enterprises, Inc. ESOP
- NET ind #2743
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 West Virginia →
Port Amherst, Ltd. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $11M |
| Employer EIN | 550628911 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Port Amherst, Ltd.)
Sponsor-wide plan assets over time
All Port Amherst, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 33.573840177129426% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 684 | $63M |
| 2023 | 2 | 697 | $73M |
| 2024 | 2 | 693 | $84M |
Nearby ESOP Plans in West Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Triton Employee Stock Ownership Plan $93M · 75
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan $53M · 1,687
- Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan $32M · 157
- Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan $19M · 55
- March-Westin Company, Inc. Employee Stock Ownership Plan $19M · 93
Port Amherst, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside West Virginia, the nearest ESOP by assets is Miller Enterprises, Inc. ESOP in ND ($53M); by covered participants it is Peterson Brothers Construction, Inc. Employee Stock Ownership Plan in CA (329 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
Similar participant headcount
Nearest other-state filings by covered participants (329 participants); asset peers above are excluded.
- Peterson Brothers Construction, Inc. Employee Stock Ownership Plan (CA) 329 · 0 off
- Pridgeon & Clay, Inc. Employee Stock Ownership Plan (MI) 329 · 0 off
- The Original Mattress Factory Employee Stock Ownership Plan (OH) 328 · 1 off
- Burns Engineering, Inc. Employee Stock Ownership Plan (PA) 330 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.