ESOP · DOL Form 5500 · 2022

Vocational Training Institutes,Inc. ESOP

Data updated 2026-08-25

$190M
Total assets Near avg plan size
1,362
Participants Near avg headcount
95th
Percentile by assets National rank
$139,713
Avg per participant Near avg balance/head
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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.

  • #3,712 in Educational Services (4,024 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 ~564 per filing). Assets: $190M.

#3,712
in Educational Services (4,024 peers)
-7.1%
assets change YoY
1.9×
vs typical plan assets (national mean)

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.

Pima Medical Institute Employee Stock Ownership Plan's outsized position by total assets

Pima Medical Institute Employee Stock Ownership Plan vs every filed plan by assets

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

$190,288,581 Top 5% higher than 95% 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

Pima Medical Institute Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pima Medical Institute Employee Stock Ownership Plan lands in the large band (1,362 participants).

Form 5500 schedule snapshot

Filing strip 860260863 · Vocational Training Institutes,Inc. PY 2022 · ESOP

Pima Medical Institute Employee Stock Ownership Plan · $190M · 1,362 · 95th

  • PART $190M
  • PART 1,362
  • PART 95th
  • PART ESOP
  • PART near Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust
  • PART ind #3712

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 Arizona →

Pima Medical Institute Employee Stock Ownership Plan in the asset neighbourhood

Motor City Electric Co. Employee Stock Ownership PlanMotor City Electric Co. Empl…$191MHometown Community Bancorp, Inc. Employee Stock Ownership Plan & TrustHometown Community Bancorp, …$191MPima Medical Institute Employee Stock Ownership PlanPima Medical Institute Emplo…$190MUnited States Sugar Corporation - ESOP Ownership PlanUnited States Sugar Corporat…$190MAubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanAubrey Silvey Enterprises, I…$190M
End-of-year total assets ($M) among Pima Medical Institute Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Vocational Training Institutes,Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$283M 19.535601379885055% vs 2022
2024 filing year
$220M$240M$260M$280M$300M 202220232024 $237M $283M ▲ +19.5%
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 Scatter plot of 6 data points. -500005000100001500020000 0200400600800 Total assets ($M) Participants Pima Medical Institute Employee Stock Ownership Plan, Total assets ($M): 190.288581 · Participants: 1362Pima Medical Institute Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($M): 653.823941 · Participants: 1879The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($M): 498.168071 · Participants: 18179U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($M): 309.035135 · Participants: 235Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanRvr Employee Stock Ownership Plan, Total assets ($M): 144.534583 · Participants: 139Rvr Employee Stock Ownership PlanRincon Research Corporation Money Purchase Pension Plan, Total assets ($M): 113.202671 · Participants: 302Rincon Research Corporation Money Purchase Pension Plan
Pima Medical Institute Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Pima Medical Institute Employee Stock Ownership Plan side-by-side with 3 peers →

Pima Medical Institute Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust in IL ($191M); by covered participants it is D.a. Davidson Companies Employee Stock Ownership Plan in MT (1,368 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,362 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 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 139,126 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).
Which ESOP plans cover a similar participant headcount to Pima Medical Institute Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is D.a. Davidson Companies Employee Stock Ownership Plan in MT (1,368 participants, $119M 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 860260863.

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.