ESOP · DOL Form 5500 · 2024

Accutrex Products, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
173
Participants Small participant base
36th
Percentile by assets National rank
$19,808
Avg per participant Low balance/head
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Official DOL plan name: Accutrex Products, Inc. Employees Stock Ownership Plan · Sponsored by Accutrex Products, Inc. · Pennsylvania · Manufacturing

$3M in assets, 173 participants

Accutrex Products, Inc.'s Accutrex Products, Inc. Employees Stock Ownership Plan reported $3M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,425 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Accutrex Products, Inc. Employees Stock Ownership Plan covers 173 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#3,425
in Manufacturing (17,777 peers)
-10.3%
assets change YoY

The plan reported a net loss of $409K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Accutrex Products, Inc. Employees Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Accutrex Products, Inc. Employees Stock Ownership Plan vs every filed plan by assets

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

$3,426,749 36th percentile higher than 36% 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

Accutrex Products, Inc. Employees 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. Accutrex Products, Inc. Employees Stock Ownership Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Accutrex Products, Inc. Employees Stock Ownership Plan reported net income fell from -$248K in the plan year 2023 filing to -$409K in the plan year 2024 filing.
  • Accutrex Products, Inc. Employees Stock Ownership Plan reported participants rose from 147 in the plan year 2023 filing to 173 in the plan year 2024 filing.
  • Accutrex Products, Inc. Employees Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 251388919 · Accutrex Products, Inc. PY 2024 · ESOP

Accutrex Products, Inc. Employees Stock Ownership Plan · $3M · 173 · 36th

  • SCH $3M
  • SCH 173
  • SCH 36th
  • SCH ESOP
  • SCH near Mti Boats, Inc. Employee Stock Ownership Plan
  • SCH ind #3425

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 →

Accutrex Products, Inc. Employees Stock Ownership Plan in the asset neighbourhood

Accutrex Products, Inc. Employees Stock Ownership PlanAccutrex Products, Inc. Empl…$3MMti Boats, Inc. Employee Stock Ownership PlanMti Boats, Inc. Employee Sto…$3MSmith & Boucher, Inc. Employee Stock Ownership PlanSmith & Boucher, Inc. Employ…$3MRanco Fertiservice, Inc. Employee Stock Ownership PlanRanco Fertiservice, Inc. Emp…$3MFalcon Industries, Inc. Employee St Ock Ownership Plan and TrustFalcon Industries, Inc. Empl…$3M
End-of-year total assets ($M) among Accutrex Products, Inc. Employees Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$409K
Employer EIN251388919
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Accutrex Products, Inc.)

Sponsor-wide plan assets over time

All Accutrex Products, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 22.25306734210159% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.2M $21M ▲ +22.3%
Year Plans Participants Total Assets
2022 2 357 $17M
2023 2 337 $20M
2024 2 376 $21M

Nearby ESOP Plans in Pennsylvania

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

Accutrex Products, Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Accutrex Products, Inc. Employees Stock Ownership Plan, Total assets ($B): 0.003426749 · Participants: 173Accutrex Products, Inc. Employees 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
Accutrex Products, Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Accutrex Products, Inc. Employees Stock Ownership Plan side-by-side with 3 peers →

Accutrex Products, Inc. Employees Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Mti Boats, Inc. Employee Stock Ownership Plan in MO ($3M); by covered participants it is Thompson Solutions Group Employee Stock Ownership Plan in IA (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Accutrex Products, Inc. Employees Stock Ownership Plan assets move in 2024? ▼
Accutrex Products, Inc. Employees Stock Ownership Plan pulled back noticeably - down 10.3% during 2024, from $4M to $3M. Reported net income was -$409K.
How have Accutrex Products, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Accutrex Products, Inc.'s sponsor-wide assets grew 22.3%, from $17M to $21M.
Which ESOP plans are similar in size to Accutrex Products, Inc. Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mti Boats, Inc. Employee Stock Ownership Plan in MO ($3M, 155 participants).
Which ESOP plans cover a similar participant headcount to Accutrex Products, Inc. Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Thompson Solutions Group Employee Stock Ownership Plan in IA (173 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 251388919.

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.