Profit Sharing · DOL Form 5500 · 2024
Pennsylvania Tool Sales & Services Profit Sharing Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 132
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $442,815
- Avg per participant High balance/head
Official DOL plan name: Pennsylvania Tool Sales & Services Profit Sharing Plan · Sponsored by Pennsylvania Tool Sales & Services · Ohio · Wholesale Trade
$58M in assets, 132 participants
Pennsylvania Tool Sales & Services's Pennsylvania Tool Sales & Services Profit Sharing Plan reported $58M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #5,300 in Wholesale Trade (6,080 peers)
Coverage in Ohio
Pennsylvania Tool Sales & Services Profit Sharing Plan covers 132 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $58M.
- #5,300
- in Wholesale Trade (6,080 peers)
- +6.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Pennsylvania Tool Sales & Services Profit Sharing Plan's outsized position by total assets
Pennsylvania Tool Sales & Services Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,451,607 Top 14% higher than 86% 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
Pennsylvania Tool Sales & Services Profit Sharing 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. Pennsylvania Tool Sales & Services Profit Sharing Plan sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pennsylvania Tool Sales & Services Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Pennsylvania Tool Sales & Services Profit Sharing Plan end-of-year assets rose from $55M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- Pennsylvania Tool Sales & Services Profit Sharing Plan reported participants fell from 136 in the plan year 2023 filing to 132 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 251356417 · Pennsylvania Tool Sales & Services PY 2024 · Profit Sharing
Pennsylvania Tool Sales & Services Profit Sharing Plan · $58M · 132 · 86th
- 5500 $58M
- 5500 132
- 5500 86th
- 5500 Profit Sharing
- 5500 near Our Lady of the Lake University Defined Contribution Retirement Plan
- 5500 ind #5300
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 Wholesale Trade retirement plans → · Plans in Ohio →
Pennsylvania Tool Sales & Services Profit Sharing Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $3M |
| Employer EIN | 251356417 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pennsylvania Tool Sales & Services)
Sponsor-wide plan assets over time
All Pennsylvania Tool Sales & Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $80M 67.2323222120135% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 155 | $48M |
| 2023 | 2 | 298 | $63M |
| 2024 | 2 | 289 | $80M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.8B · 51,751
- Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
- Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
- The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
- Three Rivers Annuity Fund $214M · 960
Pennsylvania Tool Sales & Services Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Our Lady of the Lake University Defined Contribution Retirement Plan in TX ($58M); by covered participants it is Autobody Products, Inc. Profit Sharing Plan in PA (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Autobody Products, Inc. Profit Sharing Plan (PA) 132 · 0 off
- Hospice of Spokane 403(b) Plan (WA) 132 · 0 off
- Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan (MO) 132 · 0 off
- S.W. Management LLC Profit Sharing Plan (NY) 132 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.