ESOP · DOL Form 5500 · 2024
Palmer-Donavin Holdings, Inc. ESOP
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 613
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $187,013
- Avg per participant Above avg balance/head
Official DOL plan name: Palmer-Donavin Employee Stock Ownership Plan · Sponsored by Palmer-Donavin Holdings, Inc. · Ohio · Wholesale Trade
$115M in assets, 613 participants
Palmer-Donavin Holdings, Inc.'s Palmer-Donavin Employee Stock Ownership Plan reported $115M in total assets and 613 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.
- #5,656 in Wholesale Trade (6,080 peers)
Where Palmer-Donavin Employee Stock Ownership Plan sits by assets
Palmer-Donavin Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $115M for 613 participants (~$187,013/participant), up 1.1% in 2024.
- #5,656
- in Wholesale Trade (6,080 peers)
- +1.1%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Palmer-Donavin Employee Stock Ownership Plan's outsized position by total assets
Palmer-Donavin Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$114,638,789 Top 9% higher than 91% 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
Palmer-Donavin 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. Palmer-Donavin Employee Stock Ownership Plan sits mid-pack in the medium band (613 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Palmer-Donavin Employee Stock Ownership Plan reported net income rose from -$16M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Palmer-Donavin Employee Stock Ownership Plan reported participants rose from 524 in the plan year 2023 filing to 613 in the plan year 2024 filing.
- Palmer-Donavin Employee Stock Ownership Plan end-of-year assets rose from $113M in the plan year 2023 filing to $115M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 464454067 · Palmer-Donavin Holdings, Inc. PY 2024 · ESOP
Palmer-Donavin Employee Stock Ownership Plan · $115M · 613 · 91st
- PCT $115M
- EIN 613
- RANK 91st
- PHOTO ESOP
- IND near Hcc, Inc. Employee Stock Ownership Plan
- EOY ind #5656
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 →
Palmer-Donavin Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | -$1M |
| Employer EIN | 464454067 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Palmer-Donavin Holdings, Inc.)
Sponsor-wide plan assets over time
All Palmer-Donavin Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $115M 8.014016809139594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 500 | $125M |
| 2023 | 1 | 524 | $113M |
| 2024 | 1 | 613 | $115M |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Palmer-Donavin Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Hcc, Inc. Employee Stock Ownership Plan in IL ($115M); by covered participants it is Southern Air Incorporated Employee Stock Ownership Plan and Trust in VA (612 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
Similar participant headcount
Nearest other-state filings by covered participants (613 participants); asset peers above are excluded.
- Southern Air Incorporated Employee Stock Ownership Plan and Trust (VA) 612 · 1 off
- Leevers Supermarkets, Inc. Employee Stock Ownership Plan (CO) 614 · 1 off
- Van Horn Automotive Group, Inc. Employee Stock Ownership Plan (WI) 615 · 2 off
- Force America Inc. Employee Stock Ownership Plan (MN) 615 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.