ESOP · DOL Form 5500 · 2022
Patriot Power Investment Corporation ESOP
Data updated 2026-08-11
- $44M
- Total assets
- 131
- Participants
- 87th
- Percentile by assets
- $333,253
- Avg per participant
Official DOL plan name: Ppic Employee Stock Ownership Plan · Sponsored by Patriot Power Investment Corporation · New Mexico · Management of Enterprises
$44M in assets, 131 participants
Patriot Power Investment Corporation's Ppic Employee Stock Ownership Plan reported $44M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 139,126 plans)
- #824 in Management of Enterprises (1,193 peers)
Coverage in New Mexico
Ppic Employee Stock Ownership Plan covers 131 participants in New Mexico, about 36% of the average New Mexico filer (state average ~365 per filing). Assets: $44M.
- $44M
- total plan assets (2022 EOY)
- 131
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $333,253
- avg assets per participant
Participants vs New Mexico filers
In New Mexico, the average filing covers about 365 participants across 466 plans. Ppic Employee Stock Ownership Plan reports 131 participants - about 36% of that state average ($44M EOY assets).
New Mexico filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $21M |
| Employer EIN | 271061316 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Patriot Power Investment Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 245 | $51M |
| 2023 | 2 | 218 | $68M |
| 2024 | 2 | 224 | $59M |
Nearby ESOP Plans in New Mexico
Peer ESOP plans, same state, same plan type, ranked by total assets.
Ppic Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants
- Employee Stock Ownership Plan of Applied Research Associates, Inc. $462M · 1,640
- Citizens Bank Employee Stock Ownership and Retirement Savings Plan $23M · 96
- Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan $15M · 16
- Miller Engineers, Inc. Employee Stock Ownership Plan $14M · 241
- Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan $14M · 98
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ppic Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Ppic Employee Stock Ownership Plan assets move in 2022? ▼
How have Patriot Power Investment Corporation plan assets changed over time? ▼
Where does Ppic Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Ppic Employee Stock Ownership Plan? ▼
Next read for Ppic Employee Stock Ownership Plan
Filing takeaways
Ways to act on Ppic Employee Stock Ownership Plan's numbers.
- By total assets, Ppic Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New Mexico. Compare plans
- Patriot Power Investment Corporation's sponsor-wide assets have grown 13.7% since 2022 across 3 plan years on file. More Management of Enterprises plans