ESOP · DOL Form 5500 · 2022

Kta-Tator Inc. Employee Stock Ownership Trust ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
257
Participants Below avg headcount
74th
Percentile by assets National rank
$62,616
Avg per participant Low balance/head
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Official DOL plan name: Kta-Tator Inc, Employee Stock Ownership Plan · Sponsored by Kta-Tator Inc. Employee Stock Ownership Trust · Pennsylvania · Professional & Technical Services

$16M in assets, 257 participants

Kta-Tator Inc. Employee Stock Ownership Trust's Kta-Tator Inc, Employee Stock Ownership Plan reported $16M in total assets and 257 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,840 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Kta-Tator Inc, Employee Stock Ownership Plan covers 257 participants in Pennsylvania, about 31% of the average Pennsylvania filer (state average ~822 per filing). Assets: $16M.

#15,840
in Professional & Technical Services (21,562 peers)
+6.4%
assets growth YoY

Kta-Tator Inc, Employee Stock Ownership Plan's outsized position by total assets

Kta-Tator Inc, Employee Stock Ownership Plan vs every filed plan by assets

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

$16,092,338 Top 26% higher than 74% 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

Kta-Tator Inc, 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. Kta-Tator Inc, Employee Stock Ownership Plan sits mid-pack in the medium band (257 participants).

EBSA filing schedule strip

Filing strip 276474628 · Kta-Tator Inc. Employee Stock Ownership Trust PY 2022 · ESOP

Kta-Tator Inc, Employee Stock Ownership Plan · $16M · 257 · 74th

  • RANK $16M
  • PHOTO 257
  • IND 74th
  • EOY ESOP
  • 5500 near Esl Power Systems, Inc. Employee Stock Ownership Plan
  • ASSETS ind #15840

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 Pennsylvania →

Kta-Tator Inc, Employee Stock Ownership Plan in the asset neighbourhood

Credit Control Corporation Employee Stock Ownership PlanCredit Control Corporation E…$16MLake Bank Shares, Inc. Employee Stock Ownership PlanLake Bank Shares, Inc. Emplo…$16MKta-Tator Inc, Employee Stock Ownership PlanKta-Tator Inc, Employee Stoc…$16MEsl Power Systems, Inc. Employee Stock Ownership PlanEsl Power Systems, Inc. Empl…$16MOne Source Equipment Rentals Employee Stock Ownership PlanOne Source Equipment Rentals…$16M
End-of-year total assets ($M) among Kta-Tator Inc, Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN276474628
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kta-Tator Inc. Employee Stock Ownership Trust)

Sponsor-wide plan assets over time

All Kta-Tator Inc. Employee Stock Ownership Trust plans reported in each filing year

Latest sponsor-wide plan assets
$19M 16.796272859792033% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16.1M $18.8M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 257 $16M
2023 1 252 $17M
2024 1 269 $19M

Nearby ESOP Plans in Pennsylvania

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

Kta-Tator Inc, Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Kta-Tator Inc, Employee Stock Ownership Plan, Total assets ($B): 0.016092338 · Participants: 257Kta-Tator Inc, Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Kta-Tator Inc, Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Kta-Tator Inc, Employee Stock Ownership Plan side-by-side with 3 peers →

Kta-Tator Inc, Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Esl Power Systems, Inc. Employee Stock Ownership Plan in CA ($16M); by covered participants it is Pro2serve Employee Stock Ownership Plan in TN (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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 Kta-Tator Inc, Employee Stock Ownership Plan assets move in 2022? ▼
Kta-Tator Inc, Employee Stock Ownership Plan grew at a solid clip - up 6.4% during 2022, from $15M to $16M. Reported net income was $2M.
How have Kta-Tator Inc. Employee Stock Ownership Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kta-Tator Inc. Employee Stock Ownership Trust's sponsor-wide assets grew 16.8%, from $16M to $19M.
Which ESOP plans are similar in size to Kta-Tator Inc, Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Esl Power Systems, Inc. Employee Stock Ownership Plan in CA ($16M, 134 participants).
Which ESOP plans cover a similar participant headcount to Kta-Tator Inc, Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pro2serve Employee Stock Ownership Plan in TN (257 participants, $10M 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 276474628.

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.