ESOP · DOL Form 5500 · 2024

Emsi, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
34th
Percentile by assets National rank
$242,204
Avg per participant Above avg balance/head
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Official DOL plan name: Emsi, Inc. Employee Stock Ownership Plan · Sponsored by Emsi, Inc. · Pennsylvania · Wholesale Trade

$3M in assets, 12 participants

Emsi, Inc.'s Emsi, Inc. Employee Stock Ownership Plan reported $3M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,379 in Wholesale Trade (6,080 peers)

Emsi, Inc. multi-year trail

Emsi, Inc.'s plans moved +12.1% in assets from 2022 to 2024; this filing shows Emsi, Inc. Employee Stock Ownership Plan at $3M / 12 participants.

#1,379
in Wholesale Trade (6,080 peers)
-4.5%
assets change YoY

The plan reported a net loss of $136K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Emsi, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Emsi, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,906,447 34th percentile higher than 34% 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

Emsi, 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. Emsi, Inc. Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Emsi, Inc. Employee Stock Ownership Plan reported net income fell from $451K in the plan year 2023 filing to -$136K in the plan year 2024 filing.
  • Emsi, Inc. Employee Stock Ownership Plan reported participants rose from 10 in the plan year 2023 filing to 12 in the plan year 2024 filing.
  • Emsi, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 232124644 · Emsi, Inc. PY 2024 · ESOP

Emsi, Inc. Employee Stock Ownership Plan · $3M · 12 · 34th

  • PART $3M
  • TYPE 12
  • NET 34th
  • BOOK ESOP
  • VS-ST near Sun Machinery Company, Inc ESOP
  • BOY ind #1379

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 →

Emsi, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Emsi, Inc. Employee Stock Ownership PlanEmsi, Inc. Employee Stock Ow…$3MSun Machinery Company, Inc ESOPSun Machinery Company, Inc E…$3MOtj Architects, Inc. Employee Stock Ownership PlanOtj Architects, Inc. Employe…$3MKcd, Inc. Employee Stock Ownership PlanKcd, Inc. Employee Stock Own…$3MStottler Henke Associates Employee Stock Ownership PlanStottler Henke Associates Em…$3M
End-of-year total assets ($M) among Emsi, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Emsi, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Emsi, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 12.146802513461527% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.59M $2.91M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 14 $3M
2023 1 10 $3M
2024 1 12 $3M

Emsi, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$136K
Employer EIN232124644
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Emsi, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Emsi, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002906447 · Participants: 12Emsi, 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
Emsi, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Emsi, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Sun Machinery Company, Inc ESOP in SC ($3M); by covered participants it is Valdez Construction, Inc. Employee Stock Ownership Plan in WA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Emsi, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Emsi, Inc. Employee Stock Ownership Plan edged down modestly - down 4.5% during 2024, from $3M to $3M. Reported net income was -$136K.
How have Emsi, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emsi, Inc.'s sponsor-wide assets grew 12.1%, from $3M to $3M.
Which ESOP plans are similar in size to Emsi, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sun Machinery Company, Inc ESOP in SC ($3M, 30 participants).
Which ESOP plans cover a similar participant headcount to Emsi, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valdez Construction, Inc. Employee Stock Ownership Plan in WA (12 participants, $481K 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 232124644.

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.