ESOP · DOL Form 5500 · 2022

Control Associates, Inc. ESOP

Data updated 2026-08-11

$31M
Total assets
116
Participants
83rd
Percentile by assets
$268,465
Avg per participant
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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.

  • 83rd percentile by assets (of 139,126 plans)
  • #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.

$31M
total plan assets (2022 EOY)
116
covered participants
83rd
percentile by assets (of 139,126 plans)
$268,465
avg assets per participant

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.

Where Control Associates, Inc. Employee Stock Ownership Plan sits 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 $2,010,000,000 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

State
New Jersey
Industry
Wholesale Trade

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Control Associates, Inc. Employee Stock Ownership Plan reports 116 participants - about 14% of that state average ($31M EOY assets).

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.)

$20M$40M$60M$80M 202220232024 $31.1M $68.5M ▲ +119.9%
Total plan assets by year, all Control Associates, Inc. plans on file
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 ($M) Participants Control Associates, …, Total assets ($M): 31.141992 · Participants: 116Control Associates, …Johnson and Johnson …, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson …Okonite Company Empl…, Total assets ($M): 375.8 · Participants: 1111Okonite Company Empl…Mathematica Group Ho…, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Ho…Conair LLC Savings a…, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings a…Investors Bank Amend…, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amend…
Control Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Control Associates, Inc. Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Control Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Control Associates, Inc. Employee Stock …

Filing takeaways

Ways to act on Control Associates, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Control Associates, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in New Jersey. Compare plans
  • Control Associates, Inc.'s sponsor-wide assets have grown 119.9% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.