ESOP · DOL Form 5500 · 2024

Port Amherst, Ltd. ESOP

Data updated 2026-07-24

$53M
Total assets: 329
Participants: 85th
Percentile by assets: $161,163
Avg per participant

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.

85th percentile by assets (of 116,472 plans)

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.

$53M
total plan assets (2024 EOY): 329
covered participants: 85th
percentile by assets (of 116,472 plans): $161,163
avg assets per participant

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.

See the national 2023→2024 release diff →

State

West Virginia

Industry

Transportation & Warehousing

Port Amherst, Ltd. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Port Amherst, Ltd. Employee Stock Ownership Plan outranks 85% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).

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.)

Total plan assets by year, all Port Amherst, Ltd. plans on file

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.

Port Amherst, Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants

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
Cgp Foods Inc. Employee Stock Ownership Plan $17M · 283

Compare Port Amherst, Ltd. Employee Stock Owners… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Port Amherst, Ltd. Employee Stock Ownership Plan by total assets, not by location.

Miller Enterprises, Inc. ESOP (ND) $53M · 452
American Refining Group Employee Stock Ownership Plan (PA) $53M · 327
Weston & Sampson, Inc. Employee Stock Ownership Plan (MA) $53M · 718
Western State Agency, Inc. Employee Stock Ownership Plan and Trust (ND) $53M · 285

Frequently Asked Questions

How did Port Amherst, Ltd. Employee Stock Ownership Plan assets move in 2024? ▼

Port Amherst, Ltd. Employee Stock Ownership Plan grew sharply - up 23.9% during 2024, from $43M to $53M. Reported net income was $11M.

How have Port Amherst, Ltd. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Port Amherst, Ltd.'s sponsor-wide assets grew 33.6%, from $63M to $84M.

Where does Port Amherst, Ltd. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Port Amherst, Ltd. Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Port Amherst, Ltd. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Miller Enterprises, Inc. ESOP in ND ($53M, 452 participants).

Next read for Port Amherst, Ltd. Employee Stock Owners…

Scale reading

Ways to act on Port Amherst, Ltd. Employee Stock Ownership Plan's numbers.

By total assets, Port Amherst, Ltd. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in West Virginia. Compare plans
Port Amherst, Ltd.'s sponsor-wide assets have grown 33.6% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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 550628911.

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.