ESOP · DOL Form 5500 · 2022

Control Associates, Inc. ESOP

Data updated 2026-08-25

$31M
Total assets Below avg plan size
116
Participants Small participant base
83rd
Percentile by assets National rank
$268,465
Avg per participant High balance/head
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Official DOL plan name: Control Associates, Inc. Employee Stock Ownership Plan · Sponsored by Control Associates, Inc. · New Jersey · Wholesale Trade

$31M in assets, 116 participants

Control Associates, Inc.'s Control Associates, Inc. Employee Stock Ownership Plan reported $31M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #5,684 in Wholesale Trade (6,843 peers)

Coverage in New Jersey

Control Associates, Inc. Employee Stock Ownership Plan covers 116 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $31M.

#5,684
in Wholesale Trade (6,843 peers)
-11.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Control Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Control Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$31,141,992 Top 17% higher than 83% 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

Control Associates, 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. Control Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (116 participants).

DOL schedule card

Filing strip 221629238 · Control Associates, Inc. PY 2022 · ESOP

Control Associates, Inc. Employee Stock Ownership Plan · $31M · 116 · 83rd

  • BOY $31M
  • SCH 116
  • EBSA 83rd
  • PART ESOP
  • TYPE near Axia Consulting Employee Stock Ownership Plan
  • NET ind #5684

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 New Jersey →

Control Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

St Cloud Industrial Products Inc Employee Stock Ownership Plan and TrustSt Cloud Industrial Products…$31MSmelter Service Corp Employee Stock Ownership PlanSmelter Service Corp Employe…$31MAxia Consulting Employee Stock Ownership PlanAxia Consulting Employee Sto…$31MControl Associates, Inc. Employee Stock Ownership PlanControl Associates, Inc. Emp…$31MThouvenot, Wade, Moerchen, Inc. Employee Stock Ownership PlanThouvenot, Wade, Moerchen, I…$31M
End-of-year total assets ($M) among Control Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$31M
Net Income-$4M
Employer EIN221629238
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Control Associates, Inc.)

Sponsor-wide plan assets over time

All Control Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 119.87039236282638% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $31.1M $68.5M ▲ +119.9%
Year Plans Participants Total Assets
2022 1 116 $31M
2023 2 256 $55M
2024 2 310 $68M

Nearby ESOP Plans in New Jersey

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

Control Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 0200400600 Total assets ($M) Participants Control Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 31.141992 · Participants: 116Control Associates, Inc. Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership Plan
Control Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Control Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Control Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Axia Consulting Employee Stock Ownership Plan in OH ($31M); by covered participants it is Abco Automation, Inc. Employee Stock Ownership Plan in NC (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Control Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Control Associates, Inc. Employee Stock Ownership Plan pulled back noticeably - down 11.1% during 2022, from $35M to $31M. Reported net income was -$4M.
How have Control Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Control Associates, Inc.'s sponsor-wide assets grew 119.9%, from $31M to $68M.
Where does Control Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Control Associates, Inc. Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Control Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Axia Consulting Employee Stock Ownership Plan in OH ($31M, 62 participants).
Which ESOP plans cover a similar participant headcount to Control Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Abco Automation, Inc. Employee Stock Ownership Plan in NC (116 participants, $8M 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 221629238.

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.