ESOP · DOL Form 5500 · 2022

Paula Teacher & Associates, Inc. ESOP

Data updated 2026-08-25

$764K
Total assets Small plan by assets
125
Participants Small participant base
22nd
Percentile by assets National rank
$6,111
Avg per participant Low balance/head
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Official DOL plan name: Paula Teacher & Associates Employee Stock Ownership Plan · Sponsored by Paula Teacher & Associates, Inc. · Pennsylvania · Healthcare & Social Assistance

$764K in assets, 125 participants

Paula Teacher & Associates, Inc.'s Paula Teacher & Associates Employee Stock Ownership Plan reported $764K in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,760 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Paula Teacher & Associates Employee Stock Ownership Plan covers 125 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $764K.

#3,760
in Healthcare & Social Assistance (20,060 peers)
+58.1%
assets growth YoY

Paula Teacher & Associates Employee Stock Ownership Plan among the smaller filed plans by assets

Paula Teacher & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$763,928 22nd percentile higher than 22% 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

Paula Teacher & Associates 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. Paula Teacher & Associates Employee Stock Ownership Plan sits mid-pack in the medium band (125 participants).

Published 5500 schedule card

Filing strip 251662907 · Paula Teacher & Associates, Inc. PY 2022 · ESOP

Paula Teacher & Associates Employee Stock Ownership Plan · $764K · 125 · 22nd

  • PCT $764K
  • EIN 125
  • RANK 22nd
  • PHOTO ESOP
  • IND near Citizens Savings Bank & Trust Employee Stock Ownership Plan
  • EOY ind #3760

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 →

Paula Teacher & Associates Employee Stock Ownership Plan in the asset neighbourhood

Simbiotic Software, Inc. Employee Stock Ownership PlanSimbiotic Software, Inc. Emp…$766KPaula Teacher & Associates Employee Stock Ownership PlanPaula Teacher & Associates E…$764KCitizens Savings Bank & Trust Employee Stock Ownership PlanCitizens Savings Bank & Trus…$764KNarragansett Jewelry Co., Inc. Employee Stock Ownership Plan and TrustNarragansett Jewelry Co., In…$764KCreative Builders, Inc. Employee Stock Ownership PlanCreative Builders, Inc. Empl…$765K
End-of-year total assets ($M) among Paula Teacher & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$483K
Net Assets (End of Year)$759K
Net Income$276K
Employer EIN251662907
Plan Effective Date2020-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paula Teacher & Associates, Inc.)

Sponsor-wide plan assets over time

All Paula Teacher & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 108.79127352315925% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.76M $1.6M ▲ +110.5%
Year Plans Participants Total Assets
2022 1 125 $764K
2023 1 91 $1M
2024 1 78 $2M

Nearby ESOP Plans in Pennsylvania

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

Paula Teacher & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Paula Teacher & Associates Employee Stock Ownership Plan, Total assets ($B): 0.000763928 · Participants: 125Paula Teacher & Associates 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
Paula Teacher & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Paula Teacher & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Paula Teacher & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Citizens Savings Bank & Trust Employee Stock Ownership Plan in TN ($764K); by covered participants it is Pinnacle Structures, Inc. Employee Stock Ownership Plan in AR (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Paula Teacher & Associates Employee Stock Ownership Plan assets move in 2022? ▼
Paula Teacher & Associates Employee Stock Ownership Plan surged - up 58.1% during 2022, from $483K to $764K. Reported net income was $276K.
How have Paula Teacher & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paula Teacher & Associates, Inc.'s sponsor-wide assets grew 108.8%, from $764K to $2M.
Where does Paula Teacher & Associates Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Paula Teacher & Associates Employee Stock Ownership Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Paula Teacher & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Citizens Savings Bank & Trust Employee Stock Ownership Plan in TN ($764K, 21 participants).
Which ESOP plans cover a similar participant headcount to Paula Teacher & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pinnacle Structures, Inc. Employee Stock Ownership Plan in AR (125 participants, N/A 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 251662907.

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.