ESOP · DOL Form 5500 · 2024

Ppl Services Corporation ESOP

Data updated 2026-08-25

$115M
Total assets Near avg plan size
1,311
Participants Near avg headcount
91st
Percentile by assets National rank
$87,915
Avg per participant Below avg balance/head
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Official DOL plan name: Ppl Employee Stock Ownership Plan · Sponsored by Ppl Services Corporation · Pennsylvania · Utilities

$115M in assets, 1,311 participants

Ppl Services Corporation's Ppl Employee Stock Ownership Plan reported $115M in total assets and 1,311 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #467 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Ppl Employee Stock Ownership Plan ranks #467 of 732 2024 filers by assets (466% of the sector average)-$115M for 1,311 participants.

#467
in Utilities (732 peers)
+7.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Ppl Employee Stock Ownership Plan's outsized position by total assets

Ppl Employee Stock Ownership Plan vs every filed plan by assets

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

$115,256,283 Top 9% higher than 91% 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

Ppl Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ppl Employee Stock Ownership Plan lands in the large band (1,311 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ppl Employee Stock Ownership Plan reported net income rose from -$18M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Ppl Employee Stock Ownership Plan end-of-year assets rose from $108M in the plan year 2023 filing to $115M in the plan year 2024 filing.
  • Ppl Employee Stock Ownership Plan reported participants fell from 1,388 in the plan year 2023 filing to 1,311 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 233041441 · Ppl Services Corporation PY 2024 · ESOP

Ppl Employee Stock Ownership Plan · $115M · 1,311 · 91st

  • 5500 $115M
  • ASSETS 1,311
  • PCT 91st
  • EIN ESOP
  • RANK near Amg Employee Stock Ownership Plan
  • PHOTO ind #467

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 Pennsylvania →

Ppl Employee Stock Ownership Plan in the asset neighbourhood

Thrifty Drug Stores Inc Employee Stock Ownership PlanThrifty Drug Stores Inc Empl…$116MAmg Employee Stock Ownership PlanAmg Employee Stock Ownership…$115MPpl Employee Stock Ownership PlanPpl Employee Stock Ownership…$115MCornerstone Controls, Inc. Employee Stock Ownership PlanCornerstone Controls, Inc. E…$115MTerrazzo & Marble Supply Co. of Illinois Employee Stock Ownership PlanTerrazzo & Marble Supply Co.…$115M
End-of-year total assets ($M) among Ppl Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$114M
Net Income$8M
Employer EIN233041441
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ppl Services Corporation)

Sponsor-wide plan assets over time

All Ppl Services Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3.5B 9.676884907020101% vs 2022
2024 filing year
$3.2B$3.3B$3.4B$3.5B$3.6B 202220232024 $3.24B $3.55B ▲ +9.6%
Year Plans Participants Total Assets
2022 7 6,621 $3.2B
2023 7 5,488 $3.5B
2024 7 6,800 $3.5B

Nearby ESOP Plans in Pennsylvania

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

Ppl Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Ppl Employee Stock Ownership Plan, Total assets ($B): 0.115256283 · Participants: 1311Ppl Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Ppl Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Ppl Employee Stock Ownership Plan side-by-side with 3 peers →

Ppl Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Amg Employee Stock Ownership Plan in LA ($115M); by covered participants it is Ccmsi Holdings, Inc. Employee Stock Ownership Plan in IL (1,300 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,311 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 Ppl Employee Stock Ownership Plan assets move in 2024? ▼
Ppl Employee Stock Ownership Plan grew at a solid clip - up 7.2% during 2024, from $108M to $115M. Reported net income was $8M.
How have Ppl Services Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ppl Services Corporation's sponsor-wide assets grew 9.7%, from $3.2B to $3.5B.
Where does Ppl Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ppl Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Ppl Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Amg Employee Stock Ownership Plan in LA ($115M, 502 participants).
Which ESOP plans cover a similar participant headcount to Ppl Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ccmsi Holdings, Inc. Employee Stock Ownership Plan in IL (1,300 participants, $119M 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 233041441.

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.