ESOP · DOL Form 5500 · 2024

Pennock Company ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
63
Participants Small participant base
51st
Percentile by assets National rank
$126,851
Avg per participant Near avg balance/head
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Official DOL plan name: Pennock Company Employee Stock Ownership Plan · Sponsored by Pennock Company · Pennsylvania · Wholesale Trade

$8M in assets, 63 participants

Pennock Company's Pennock Company Employee Stock Ownership Plan reported $8M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,501 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Pennock Company Employee Stock Ownership Plan holds $8M for 63 participants - about $126,851 per participant, above the median plan by assets.

#2,501
in Wholesale Trade (6,080 peers)
+5.5%
assets growth YoY

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

Pennock Company Employee Stock Ownership Plan vs every filed plan by assets

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

$7,991,606 Top 49% higher than 51% 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

Pennock Company 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. Pennock Company Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pennock Company Employee Stock Ownership Plan reported net income rose from -$56K in the plan year 2023 filing to $415K in the plan year 2024 filing.
  • Pennock Company Employee Stock Ownership Plan reported participants fell from 72 in the plan year 2023 filing to 63 in the plan year 2024 filing.
  • Pennock Company Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 230954578 · Pennock Company PY 2024 · ESOP

Pennock Company Employee Stock Ownership Plan · $8M · 63 · 51st

  • VS-ST $8M
  • BOY 63
  • SCH 51st
  • EBSA ESOP
  • PART near Mid City Electric Co. Employee Stock Ownership Plan
  • TYPE ind #2501

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 →

Pennock Company Employee Stock Ownership Plan in the asset neighbourhood

Pennock Company Employee Stock Ownership PlanPennock Company Employee Sto…$8MMid City Electric Co. Employee Stock Ownership PlanMid City Electric Co. Employ…$8MManning, Squires, Hennig Co., Inc. Employee Stock Ownership PlanManning, Squires, Hennig Co.…$8MJohnson and Turner Painting Company, Inc. ESOPJohnson and Turner Painting …$8MPrivate Client Services Employee Stock Ownership Plan and Trust AgreementPrivate Client Services Empl…$8M
End-of-year total assets ($M) among Pennock Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$415K
Employer EIN230954578
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennock Company)

Sponsor-wide plan assets over time

All Pennock Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 4.691475699886932% vs 2022
2024 filing year
$7.4M$7.6M$7.8M$8M$8.2M 202220232024 $7.63M $7.99M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 73 $8M
2023 1 72 $8M
2024 1 63 $8M

Nearby ESOP Plans in Pennsylvania

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

Pennock Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Pennock Company Employee Stock Ownership Plan, Total assets ($B): 0.007991606 · Participants: 63Pennock Company 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
Pennock Company Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Pennock Company Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Mid City Electric Co. Employee Stock Ownership Plan in ($8M); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Pennock Company Employee Stock Ownership Plan assets move in 2024? ▼
Pennock Company Employee Stock Ownership Plan grew at a solid clip - up 5.5% during 2024, from $8M to $8M. Reported net income was $415K.
How have Pennock Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennock Company's sponsor-wide assets grew 4.7%, from $8M to $8M.
Which ESOP plans are similar in size to Pennock Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mid City Electric Co. Employee Stock Ownership Plan in ($8M, 82 participants).
Which ESOP plans cover a similar participant headcount to Pennock Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants, $27M 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 230954578.

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.