ESOP · DOL Form 5500 · 2022

Penta Research, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
140
Participants Small participant base
79th
Percentile by assets National rank
$160,073
Avg per participant Above avg balance/head
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Official DOL plan name: Penta Research Incorporated Employee Stock Ownership Plan · Sponsored by Penta Research, Inc. · Alabama · Professional & Technical Services

$22M in assets, 140 participants

Penta Research, Inc.'s Penta Research Incorporated Employee Stock Ownership Plan reported $22M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,093 in Professional & Technical Services (21,562 peers)

Coverage in Alabama

Penta Research Incorporated Employee Stock Ownership Plan covers 140 participants in Alabama, about 39% of the average Alabama filer (state average ~360 per filing). Assets: $22M.

#17,093
in Professional & Technical Services (21,562 peers)
+12.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Penta Research Incorporated Employee Stock Ownership Plan's outsized position by total assets

Penta Research Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$22,410,159 Top 21% higher than 79% 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

Penta Research Incorporated 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. Penta Research Incorporated Employee Stock Ownership Plan sits mid-pack in the medium band (140 participants).

Plan-year Form 5500 strip

Filing strip 631284082 · Penta Research, Inc. PY 2022 · ESOP

Penta Research Incorporated Employee Stock Ownership Plan · $22M · 140 · 79th

  • VS-ST $22M
  • BOY 140
  • SCH 79th
  • EBSA ESOP
  • PART near Pioneer Power, Inc. Employee Stock Ownership Plan and Trust
  • TYPE ind #17093

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 Alabama →

Penta Research Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Territorial Savings Bank Amended and Restated ESOPTerritorial Savings Bank Ame…$22MPenta Research Incorporated Employee Stock Ownership PlanPenta Research Incorporated …$22MPioneer Power, Inc. Employee Stock Ownership Plan and TrustPioneer Power, Inc. Employee…$22MPems Employee Stock Ownership PlanPems Employee Stock Ownershi…$22MPems Employee Stock Ownership PlanPems Employee Stock Ownershi…$22M
End-of-year total assets ($M) among Penta Research Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$632K
Net Income$2M
Employer EIN631284082
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penta Research, Inc.)

Sponsor-wide plan assets over time

All Penta Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 20.92975360216644% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $56.9M $68.8M ▲ +20.9%
Year Plans Participants Total Assets
2022 2 280 $57M
2023 2 261 $64M
2024 2 232 $69M

Nearby ESOP Plans in Alabama

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

Penta Research Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Penta Research Incorporated Employee Stock Ownership Plan, Total assets ($M): 22.410159 · Participants: 140Penta Research Incorporated Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 163.711693 · Participants: 231Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 126.162 · Participants: 130Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 120.092479 · Participants: 853Radiance Technologies, Inc. Employee Stock Ownership Plan
Penta Research Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Penta Research Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Penta Research Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Pioneer Power, Inc. Employee Stock Ownership Plan and Trust in MN ($22M); by covered participants it is Ruscilli Construction Co., Inc. Employee Stock Ownership Plan in OH (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Penta Research Incorporated Employee Stock Ownership Plan assets move in 2022? ▼
Penta Research Incorporated Employee Stock Ownership Plan grew at a solid clip - up 12.1% during 2022, from $20M to $22M. Reported net income was $2M.
How have Penta Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penta Research, Inc.'s sponsor-wide assets grew 20.9%, from $57M to $69M.
Where does Penta Research Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Penta Research Incorporated Employee Stock Ownership Plan ranks in the 79th 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 Penta Research Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pioneer Power, Inc. Employee Stock Ownership Plan and Trust in MN ($22M, 30 participants).
Which ESOP plans cover a similar participant headcount to Penta Research Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ruscilli Construction Co., Inc. Employee Stock Ownership Plan in OH (140 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 631284082.

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.