ESOP · DOL Form 5500 · 2024

Trauner Consulting Services, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
20
Participants Small participant base
25th
Percentile by assets National rank
$60,616
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Trauner Consulting Services, Inc. Employee Stock Ownership Plan · Sponsored by Trauner Consulting Services, Inc. · Pennsylvania · Professional & Technical Services

$1M in assets, 20 participants

Trauner Consulting Services, Inc.'s Trauner Consulting Services, Inc. Employee Stock Ownership Plan reported $1M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,011 in Professional & Technical Services (20,173 peers)

Trauner Consulting Services, Inc. multi-year trail

Trauner Consulting Services, Inc.'s plans moved -12.9% in assets from 2022 to 2024; this filing shows Trauner Consulting Services, Inc. Employee Stock Ownership Plan at $1M / 20 participants.

#4,011
in Professional & Technical Services (20,173 peers)
-18.1%
assets change YoY

The plan reported a net loss of $267K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trauner Consulting Services, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Trauner Consulting Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,212,317 25th percentile higher than 25% 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

Trauner Consulting Services, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trauner Consulting Services, Inc. Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Trauner Consulting Services, Inc. Employee Stock Ownership Plan reported net income fell from -$47K in the plan year 2022 filing to -$267K in the plan year 2024 filing.
  • Trauner Consulting Services, Inc. Employee Stock Ownership Plan reported participants fell from 23 in the plan year 2022 filing to 20 in the plan year 2024 filing.
  • Trauner Consulting Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2024 filing.

See the national 2022→2024 release diff →

DOL schedule card

Filing strip 222865241 · Trauner Consulting Services, Inc. PY 2024 · ESOP

Trauner Consulting Services, Inc. Employee Stock Ownership Plan · $1M · 20 · 25th

  • IND $1M
  • IND 20
  • IND 25th
  • IND ESOP
  • IND near Architecture for Education, Inc. Employee Stock Ownership Plan
  • IND ind #4011

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 →

Trauner Consulting Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Yoder Industries Employee Stock Ownership PlanYoder Industries Employee St…$1MTrauner Consulting Services, Inc. Employee Stock Ownership PlanTrauner Consulting Services,…$1MArchitecture for Education, Inc. Employee Stock Ownership PlanArchitecture for Education, …$1MWellington House, Inc. Employee Stock Ownership Plan & TrustWellington House, Inc. Emplo…$1MHoulihan Capital Employee Stock Ownership PlanHoulihan Capital Employee St…$1M
End-of-year total assets ($M) among Trauner Consulting Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Trauner Consulting Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Trauner Consulting Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.859244819463822% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 20222024 $1.39M $1.21M ▼ -12.9%
Year Plans Participants Total Assets
2022 1 23 $1M
2024 1 20 $1M

Trauner Consulting Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$267K
Employer EIN222865241
Plan Effective Date1999-12-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Trauner Consulting Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Trauner Consulting Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001212317 · Participants: 20Trauner Consulting Services, Inc. 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
Trauner Consulting Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Trauner Consulting Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Trauner Consulting Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Architecture for Education, Inc. Employee Stock Ownership Plan in CA ($1M); by covered participants it is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Trauner Consulting Services, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Trauner Consulting Services, Inc. Employee Stock Ownership Plan declined sharply - down 18.1% during 2024, from $1M to $1M. Reported net income was -$267K.
How have Trauner Consulting Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Trauner Consulting Services, Inc.'s sponsor-wide assets declined 12.9%, from $1M to $1M.
Where does Trauner Consulting Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Trauner Consulting Services, Inc. Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Trauner Consulting Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Architecture for Education, Inc. Employee Stock Ownership Plan in CA ($1M, 14 participants).
Which ESOP plans cover a similar participant headcount to Trauner Consulting Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants, $12M 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 222865241.

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.