ESOP · DOL Form 5500 · 2024

Coe Distributing, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
111
Participants Small participant base
39th
Percentile by assets National rank
$38,018
Avg per participant Low balance/head
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Official DOL plan name: Coe Distributing Employee Stock Ownership Plan · Sponsored by Coe Distributing, Inc. · Pennsylvania · Wholesale Trade

$4M in assets, 111 participants

Coe Distributing, Inc.'s Coe Distributing Employee Stock Ownership Plan reported $4M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,742 in Wholesale Trade (6,080 peers)

Coverage in Pennsylvania

Coe Distributing Employee Stock Ownership Plan covers 111 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#1,742
in Wholesale Trade (6,080 peers)
-$83M
reported net income

The plan reported a net loss of $83M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coe Distributing Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Coe Distributing Employee Stock Ownership Plan vs every filed plan by assets

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

$4,220,000 39th percentile higher than 39% 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

Coe Distributing 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. Coe Distributing Employee Stock Ownership Plan sits mid-pack in the medium band (111 participants).

Plan-year Form 5500 strip

Filing strip 271572756 · Coe Distributing, Inc. PY 2024 · ESOP

Coe Distributing Employee Stock Ownership Plan · $4M · 111 · 39th

  • RANK $4M
  • RANK 111
  • RANK 39th
  • RANK ESOP
  • RANK near Maas Companies Employee Stock Ownership Plan
  • RANK ind #1742

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 →

Coe Distributing Employee Stock Ownership Plan in the asset neighbourhood

Kegman Inc Employee Stock Ownership PlanKegman Inc Employee Stock Ow…$4MBank of Springfield Employee Stock Ownership PlanBank of Springfield Employee…$4MCoe Distributing Employee Stock Ownership PlanCoe Distributing Employee St…$4MMaas Companies Employee Stock Ownership PlanMaas Companies Employee Stoc…$4MInterior Systems, Inc. Employee Stock Ownership PlanInterior Systems, Inc. Emplo…$4M
End-of-year total assets ($M) among Coe Distributing Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$83M
Net Income-$83M
Employer EIN271572756
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coe Distributing, Inc.)

Sponsor-wide plan assets over time

All Coe Distributing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 73.6722079708287% vs 2023
2024 filing year
$6M$8M$10M$12M$14M$16M 20232024 $8.46M $14.7M ▲ +73.8%
Year Plans Participants Total Assets
2023 2 204 $8M
2024 3 309 $15M

Nearby ESOP Plans in Pennsylvania

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

Coe Distributing Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Coe Distributing Employee Stock Ownership Plan, Total assets ($B): 0.00422 · Participants: 111Coe Distributing 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
Coe Distributing Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Coe Distributing Employee Stock Ownership Plan side-by-side with 3 peers →

Coe Distributing Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Maas Companies Employee Stock Ownership Plan in CA ($4M); by covered participants it is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 have Coe Distributing, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Coe Distributing, Inc.'s sponsor-wide assets grew 73.7%, from $8M to $15M.
Which ESOP plans are similar in size to Coe Distributing Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Maas Companies Employee Stock Ownership Plan in CA ($4M, 52 participants).
Which ESOP plans cover a similar participant headcount to Coe Distributing Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA (111 participants, $4M 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 271572756.

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.