ESOP · DOL Form 5500 · 2022
Pt Financial Holdings, Inc. ESOP
Data updated 2026-08-11
- $98M
- Total assets
- 272
- Participants
- 93rd
- Percentile by assets
- $360,165
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $98M
- total plan assets (2022 EOY)
- 272
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $360,165
- avg assets per participant
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Mission Driven Employee Stock Ownership Plan reports 272 participants - about 35% of that state average ($98M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $14M |
| Employer EIN | 853472855 |
| Plan Effective Date | 2020-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pt Financial Holdings, Inc.)
| 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
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Ori 401(k) Savings and Profit Sharing Plan $1.7B · 10,023
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Scot Forge Company Employee Stock Ownership Plan $970M · 495
- Rli Corp. Employee Stock Ownership Plan $342M · 826
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Mission Driven Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Mission Driven Employee Stock Ownership Plan assets move in 2022? ▼
How have Pt Financial Holdings, Inc. plan assets changed over time? ▼
Where does Mission Driven Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Mission Driven Employee Stock Ownership Plan? ▼
Next read for Mission Driven Employee Stock Ownership …
Filing takeaways
Ways to act on Mission Driven Employee Stock Ownership Plan's numbers.
- By total assets, Mission Driven Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Pt Financial Holdings, Inc.'s sponsor-wide assets have grown 139.2% since 2022 across 3 plan years on file. More Finance & Insurance plans