ESOP · DOL Form 5500 · 2024

Pennsylvania Tool Sales & Services ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
157
Participants Small participant base
72nd
Percentile by assets National rank
$138,926
Avg per participant Near avg balance/head
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Official DOL plan name: Pennsylvania Tool Sales & Services Employee Stock Ownership Plan · Sponsored by Pennsylvania Tool Sales & Services · Ohio · Wholesale Trade

$22M in assets, 157 participants

Pennsylvania Tool Sales & Services's Pennsylvania Tool Sales & Services Employee Stock Ownership Plan reported $22M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,163 in Wholesale Trade (6,080 peers)

Coverage in Ohio

Pennsylvania Tool Sales & Services Employee Stock Ownership Plan covers 157 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $22M.

#4,163
in Wholesale Trade (6,080 peers)
+182.2%
assets growth YoY

Pennsylvania Tool Sales & Services Employee Stock Ownership Plan's outsized position by total assets

Pennsylvania Tool Sales & Services Employee Stock Ownership Plan vs every filed plan by assets

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

$21,811,434 Top 28% higher than 72% 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

Pennsylvania Tool Sales & Services Employee Stock Ownership 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 Employee Stock Ownership Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pennsylvania Tool Sales & Services Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Pennsylvania Tool Sales & Services Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Pennsylvania Tool Sales & Services Employee Stock Ownership Plan reported participants fell from 162 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 251356417 · Pennsylvania Tool Sales & Services PY 2024 · ESOP

Pennsylvania Tool Sales & Services Employee Stock Ownership Plan · $22M · 157 · 72nd

  • SCH $22M
  • EBSA 157
  • PART 72nd
  • TYPE ESOP
  • NET near Level 10 Employee Stock Ownership Plan
  • BOOK ind #4163

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 Ohio →

Pennsylvania Tool Sales & Services Employee Stock Ownership Plan in the asset neighbourhood

Personal Touch Home Care Employee Stock Ownership PlanPersonal Touch Home Care Emp…$22MDennis Beverage Company Employee Stock Ownership PlanDennis Beverage Company Empl…$22MPennsylvania Tool Sales & Services Employee Stock Ownership PlanPennsylvania Tool Sales & Se…$22MLevel 10 Employee Stock Ownership PlanLevel 10 Employee Stock Owne…$22MThe Production Management Group, Ltd. ESOPThe Production Management Gr…$22M
End-of-year total assets ($M) among Pennsylvania Tool Sales & Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$19M
Net Income$14M
Employer EIN251356417
Plan Effective Date2023-01-01
Filing StatusFILING 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
$40M$50M$60M$70M$80M$90M 202220232024 $48M $80.3M ▲ +67.2%
Year Plans Participants Total Assets
2022 1 155 $48M
2023 2 298 $63M
2024 2 289 $80M

Nearby ESOP Plans in Ohio

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

Pennsylvania Tool Sales & Services Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Pennsylvania Tool Sales & Services Employee Stock Ownership Plan, Total assets ($B): 0.021811434 · Participants: 157Pennsylvania Tool Sales & Services Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Pennsylvania Tool Sales & Services Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Pennsylvania Tool Sales & Services Employee Stock Ownership Plan side-by-side with 3 peers →

Pennsylvania Tool Sales & Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Level 10 Employee Stock Ownership Plan in IL ($22M); by covered participants it is Bepc, Incorporated Employee Stock Ownership Plan in TX (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Pennsylvania Tool Sales & Services Employee Stock Ownership Plan assets move in 2024? ▼
Pennsylvania Tool Sales & Services Employee Stock Ownership Plan surged - up 182.2% during 2024, from $8M to $22M. Reported net income was $14M.
How have Pennsylvania Tool Sales & Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania Tool Sales & Services's sponsor-wide assets grew 67.2%, from $48M to $80M.
Which ESOP plans are similar in size to Pennsylvania Tool Sales & Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Level 10 Employee Stock Ownership Plan in IL ($22M, 138 participants).
Which ESOP plans cover a similar participant headcount to Pennsylvania Tool Sales & Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bepc, Incorporated Employee Stock Ownership Plan in TX (157 participants, $8M 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 251356417.

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.