ESOP · DOL Form 5500 · 2022

Pt Financial Holdings, Inc. ESOP

Data updated 2026-08-25

$98M
Total assets Below avg plan size
272
Participants Below avg headcount
93rd
Percentile by assets National rank
$360,165
Avg per participant High balance/head
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Official DOL plan name: Mission Driven Employee Stock Ownership Plan · Sponsored by Pt Financial Holdings, Inc. · Illinois · Finance & Insurance

$98M in assets, 272 participants

Pt Financial Holdings, Inc.'s Mission Driven Employee Stock Ownership Plan reported $98M in total assets and 272 participants in its 2022 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.

  • #8,163 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Mission Driven Employee Stock Ownership Plan covers 272 participants in Illinois, about 35% of the average Illinois filer (state average ~779 per filing). Assets: $98M.

#8,163
in Finance & Insurance (9,261 peers)
+15.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Mission Driven Employee Stock Ownership Plan's outsized position by total assets

Mission Driven Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$97,965,000 Top 7% higher than 93% of 139,123 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 2022

Mission Driven Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mission Driven Employee Stock Ownership Plan sits mid-pack in the medium band (272 participants).

Plan-year Form 5500 strip

Filing strip 853472855 · Pt Financial Holdings, Inc. PY 2022 · ESOP

Mission Driven Employee Stock Ownership Plan · $98M · 272 · 93rd

  • PHOTO $98M
  • PHOTO 272
  • PHOTO 93rd
  • PHOTO ESOP
  • PHOTO near Jacobsen Construction Company, Inc. Employee Stock Ownership Plan
  • PHOTO ind #8163

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 Illinois →

Mission Driven Employee Stock Ownership Plan in the asset neighbourhood

Mission Driven Employee Stock Ownership PlanMission Driven Employee Stoc…$98MJacobsen Construction Company, Inc. Employee Stock Ownership PlanJacobsen Construction Compan…$98MAll American Quality Foods Inc Employee Stock Ownership PlanAll American Quality Foods I…$97MThe Haskell Company Employee Stock Ownership PlanThe Haskell Company Employee…$97MAmboy Bancorporation Employee Stock Ownership PlanAmboy Bancorporation Employe…$97M
End-of-year total assets ($M) among Mission Driven Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$21M
Net Income$14M
Employer EIN853472855
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pt Financial Holdings, Inc.)

Sponsor-wide plan assets over time

All Pt Financial Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$234M 139.1996937681825% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $98M $234M ▲ +139.2%
Year Plans Participants Total Assets
2022 1 272 $98M
2023 1 310 $119M
2024 2 683 $234M

Nearby ESOP Plans in Illinois

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

Mission Driven Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Mission Driven Employee Stock Ownership Plan, Total assets ($B): 0.097965 · Participants: 272Mission Driven Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Mission Driven Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Mission Driven Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Jacobsen Construction Company, Inc. Employee Stock Ownership Plan in UT ($98M); by covered participants it is The Cmi Group, Inc Employee Stock Ownership Plan in TX (272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (272 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mission Driven Employee Stock Ownership Plan assets move in 2022? ▼
Mission Driven Employee Stock Ownership Plan grew sharply - up 15.2% during 2022, from $85M to $98M. Reported net income was $14M.
How have Pt Financial Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pt Financial Holdings, Inc.'s sponsor-wide assets grew 139.2%, from $98M to $234M.
Where does Mission Driven Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mission Driven Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Mission Driven Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jacobsen Construction Company, Inc. Employee Stock Ownership Plan in UT ($98M, 492 participants).
Which ESOP plans cover a similar participant headcount to Mission Driven Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Cmi Group, Inc Employee Stock Ownership Plan in TX (272 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 853472855.

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.