ESOP · DOL Form 5500 · 2024

Penn United Technologies, Inc. ESOP

Data updated 2026-08-25

$141M
Total assets Near avg plan size
69
Participants Small participant base
93rd
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Penn United Technologies, Inc. Employee Stock Ownership Plan · Sponsored by Penn United Technologies, Inc. · Pennsylvania · Manufacturing

$141M in assets, 69 participants

Penn United Technologies, Inc.'s Penn United Technologies, Inc. Employee Stock Ownership Plan reported $141M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,800 in Manufacturing (17,777 peers)

Where Penn United Technologies, Inc. Employee Stock Ownership Plan sits by assets

Penn United Technologies, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $141M for 69 participants (~$2.0M/participant), down 8.8% in 2024.

#15,800
in Manufacturing (17,777 peers)
-8.8%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Penn United Technologies, Inc. Employee Stock Ownership Plan's outsized position by total assets

Penn United Technologies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$141,154,782 Top 7% higher than 93% 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

Penn United Technologies, 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. Penn United Technologies, Inc. Employee Stock Ownership Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Penn United Technologies, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
  • Penn United Technologies, Inc. Employee Stock Ownership Plan reported participants fell from 709 in the plan year 2023 filing to 69 in the plan year 2024 filing.
  • Penn United Technologies, Inc. Employee Stock Ownership Plan end-of-year assets fell from $155M in the plan year 2023 filing to $141M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251215115 · Penn United Technologies, Inc. PY 2024 · ESOP

Penn United Technologies, Inc. Employee Stock Ownership Plan · $141M · 69 · 93rd

  • ASSETS $141M
  • PCT 69
  • EIN 93rd
  • RANK ESOP
  • PHOTO near Bi-Mart Corporation Employee Stock Ownership Plan
  • IND ind #15800

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 →

Penn United Technologies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Gpf Life and Health Benefits Company Employee Stock Ownership PlanGpf Life and Health Benefits…$142MTriple T Transport Employee Stock Ownership PlanTriple T Transport Employee …$142MBi-Mart Corporation Employee Stock Ownership PlanBi-Mart Corporation Employee…$141MPenn United Technologies, Inc. Employee Stock Ownership PlanPenn United Technologies, In…$141MLetner Roofing Company Employee Stock Ownership PlanLetner Roofing Company Emplo…$141M
End-of-year total assets ($M) among Penn United Technologies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$141M
Net Income-$11M
Employer EIN251215115
Plan Effective Date1973-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penn United Technologies, Inc.)

Sponsor-wide plan assets over time

All Penn United Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$236M 1.850305710376001% vs 2022
2024 filing year
$230M$235M$240M$245M$250M 202220232024 $232M $236M ▲ +1.9%
Year Plans Participants Total Assets
2022 2 1,489 $232M
2023 2 1,480 $246M
2024 2 806 $236M

Nearby ESOP Plans in Pennsylvania

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

Penn United Technologies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Penn United Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.141154782 · Participants: 69Penn United Technologies, 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
Penn United Technologies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Penn United Technologies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Bi-Mart Corporation Employee Stock Ownership Plan in OR ($141M); by covered participants it is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Penn United Technologies, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Penn United Technologies, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.8% during 2024, from $155M to $141M. Reported net income was -$11M.
How have Penn United Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penn United Technologies, Inc.'s sponsor-wide assets grew 1.9%, from $232M to $236M.
Where does Penn United Technologies, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Penn United Technologies, Inc. Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Penn United Technologies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bi-Mart Corporation Employee Stock Ownership Plan in OR ($141M, 2,070 participants).
Which ESOP plans cover a similar participant headcount to Penn United Technologies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants, $103M 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 251215115.

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.