ESOP · DOL Form 5500 · 2024
Pioneer Technical ESOP
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 109
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $163,698
- Avg per participant Above avg balance/head
Official DOL plan name: Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Pioneer Technical · Montana · Professional & Technical Services
$18M in assets, 109 participants
Pioneer Technical's Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust reported $18M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #13,561 in Professional & Technical Services (20,173 peers)
Coverage in Montana
Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust covers 109 participants in Montana, about 40% of the average Montana filer (state average ~271 per filing). Assets: $18M.
- #13,561
- in Professional & Technical Services (20,173 peers)
- -9.1%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,843,060 Top 32% higher than 68% 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
Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust 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. Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (109 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $783K in the plan year 2023 filing to -$5M in the plan year 2024 filing.
- Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $20M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 113 in the plan year 2023 filing to 109 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 810474175 · Pioneer Technical PY 2024 · ESOP
Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust · $18M · 109 · 68th
- BOOK $18M
- VS-ST 109
- BOY 68th
- SCH ESOP
- EBSA near Wayfield Foods, Inc. Employee Stock Ownership Plan
- PART ind #13561
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 Montana →
Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$5M |
| Employer EIN | 810474175 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pioneer Technical)
Sponsor-wide plan assets over time
All Pioneer Technical plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 12.270468188816606% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 239 | $42M |
| 2023 | 2 | 237 | $45M |
| 2024 | 2 | 234 | $47M |
Nearby ESOP Plans in Montana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP $469M · 968
- D.a. Davidson Companies Employee Stock Ownership Plan $176M · 1,519
- Electrical Consultants, Inc. Employee Stock Ownership Plan $109M · 822
- Sletten, Inc. Employee Stock Ownership Plan $87M · 339
- Morrison-Maierle, Inc. Employee Stock Ownership Plan $77M · 294
Pioneer Technical Services, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Montana, the nearest ESOP by assets is Wayfield Foods, Inc. Employee Stock Ownership Plan in GA ($18M); by covered participants it is Galfab Holdings Inc. Employee Stock Ownership Plan in IL (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (109 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.