ESOP · DOL Form 5500 · 2022

Perteet, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
87
Participants Small participant base
59th
Percentile by assets National rank
$86,340
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Perteet Inc. Employee Stock Ownership Plan and Trust · Sponsored by Perteet, Inc. · Washington · Professional & Technical Services

$8M in assets, 87 participants

Perteet, Inc.'s Perteet Inc. Employee Stock Ownership Plan and Trust reported $8M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #12,317 in Professional & Technical Services (21,562 peers)

Perteet, Inc. multi-year trail

Perteet, Inc.'s plans moved +42.0% in assets from 2022 to 2024; this filing shows Perteet Inc. Employee Stock Ownership Plan and Trust at $8M / 87 participants.

#12,317
in Professional & Technical Services (21,562 peers)
+16.7%
assets growth YoY

Perteet Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Perteet Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$7,511,584 Top 41% higher than 59% 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

Perteet Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perteet Inc. Employee Stock Ownership Plan and Trust is a small filing (87 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 911505037 · Perteet, Inc. PY 2022 · ESOP

Perteet Inc. Employee Stock Ownership Plan and Trust · $8M · 87 · 59th

  • PHOTO $8M
  • IND 87
  • EOY 59th
  • 5500 ESOP
  • ASSETS near Notch Employee Stock Ownership Plan
  • PCT ind #12317

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 Washington →

Perteet Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

West Plains Electric Motor Service Inc Employee Stock Ownership Plan and TrustWest Plains Electric Motor S…$8MCapital City Electric, Inc. Employee Stock Ownership PlanCapital City Electric, Inc. …$8MPerteet Inc. Employee Stock Ownership Plan and TrustPerteet Inc. Employee Stock …$8MNotch Employee Stock Ownership PlanNotch Employee Stock Ownersh…$8MPrecise Products Corporation Employee Stock Ownership PlanPrecise Products Corporation…$7M
End-of-year total assets ($M) among Perteet Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Perteet, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Perteet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 41.97406446253481% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.5M $29.1M ▲ +42.0%
Year Plans Participants Total Assets
2022 2 171 $20M
2023 2 194 $24M
2024 2 209 $29M

Perteet, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN911505037
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Washington

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

Perteet Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.52 Total assets ($B) Participants Perteet Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.007511584 · Participants: 87Perteet Inc. Employee Stock Ownership Plan and TrustSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.763037695 · Participants: 3621Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.282617196 · Participants: 1096Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.151972472 · Participants: 322Manson Construction Co. Non-Craft Employee Stock Ownership PlanPoint B, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.142690764 · Participants: 768Point B, Inc. Employee Stock Ownership Plan and TrustThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.131317752 · Participants: 211The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Perteet Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants
Compare Perteet Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Perteet Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Notch Employee Stock Ownership Plan in MA ($8M); by covered participants it is Cross Keys Bank Employee Stock Ownership Plan in LA (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Perteet Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Perteet Inc. Employee Stock Ownership Plan and Trust grew sharply - up 16.7% during 2022, from $6M to $8M. Reported net income was $1M.
How have Perteet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perteet, Inc.'s sponsor-wide assets grew 42.0%, from $20M to $29M.
Which ESOP plans are similar in size to Perteet Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Notch Employee Stock Ownership Plan in MA ($8M, 96 participants).
Which ESOP plans cover a similar participant headcount to Perteet Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Cross Keys Bank Employee Stock Ownership Plan in LA (87 participants, $2M 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 911505037.

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.