ESOP · DOL Form 5500 · 2022

Vocational Training Institutes,Inc. ESOP

Data updated 2026-08-06

$190M
Total assets
1,362
Participants
95th
Percentile by assets
$139,713
Avg per participant
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Official DOL plan name: Pima Medical Institute Employee Stock Ownership Plan · Sponsored by Vocational Training Institutes,Inc. · Arizona · Educational Services

$190M in assets, 1,362 participants

Vocational Training Institutes,Inc.'s Pima Medical Institute Employee Stock Ownership Plan reported $190M in total assets and 1,362 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,258 plans)
  • #3,713 in Educational Services (4,025 peers)

Coverage in Arizona

Pima Medical Institute Employee Stock Ownership Plan covers 1,362 participants in Arizona, 2.4x the typical Arizona plan (state average ~577 per filing). Assets: $190M.

$190M
total plan assets (2022 EOY)
1,362
covered participants
95th
percentile by assets (of 139,258 plans)
$139,713
avg assets per participant

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Participants vs Arizona filers

In Arizona, the average filing covers about 577 participants across 2,182 plans. Pima Medical Institute Employee Stock Ownership Plan reports 1,362 participants - 2.4x that state average ($190M EOY assets).

Arizona filing particulars

Total Assets (Beginning of Year)$205M
Net Assets (End of Year)$152M
Net Income-$12M
Employer EIN860260863
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vocational Training Institutes,Inc.)

$220M$240M$260M$280M$300M 202220232024 $237M $283M ▲ +19.5%
Total plan assets by year, all Vocational Training Institutes,Inc. plans on file
Year Plans Participants Total Assets
2022 2 2,456 $237M
2023 2 2,160 $267M
2024 2 2,180 $283M

Nearby ESOP Plans in Arizona

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

Pima Medical Institute Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants

Pima Medical Institute Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 0200400600800 Total assets ($M) Participants Pima Medical Institu…The Sundt Companies …U-Haul Holding Compa…Spencer's Air Condit…Rvr Employee Stock O…Rincon Research Corp…
Pima Medical Institute Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Pima Medical Institute Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Pima Medical Institute Employee Stock Ownership Plan assets move in 2022?
Pima Medical Institute Employee Stock Ownership Plan pulled back noticeably - down 7.1% during 2022, from $205M to $190M. Reported net income was -$12M.
How have Vocational Training Institutes,Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Vocational Training Institutes,Inc.'s sponsor-wide assets grew 19.5%, from $237M to $283M.
Where does Pima Medical Institute Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Pima Medical Institute Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Pima Medical Institute Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust in IL ($191M, 441 participants).

Next read for Pima Medical Institute Employee Stock Ow…

Filing takeaways

Ways to act on Pima Medical Institute Employee Stock Ownership Plan's numbers.