ESOP · DOL Form 5500 · 2022

Co-Active Training Institute ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
62
Participants Small participant base
59th
Percentile by assets National rank
$120,089
Avg per participant Near avg balance/head
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Official DOL plan name: The Coaches Training Institute Employee Stock Ownership · Sponsored by Co-Active Training Institute · California · Professional & Technical Services

$7M in assets, 62 participants

Co-Active Training Institute's The Coaches Training Institute Employee Stock Ownership reported $7M in total assets and 62 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.

  • #12,279 in Professional & Technical Services (21,562 peers)

Co-Active Training Institute multi-year trail

Co-Active Training Institute's plans moved -20.1% in assets from 2022 to 2024; this filing shows The Coaches Training Institute Employee Stock Ownership at $7M / 62 participants.

#12,279
in Professional & Technical Services (21,562 peers)
-30.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Coaches Training Institute Employee Stock Ownership's mid-pack asset rank among Professional & Technical Services and all filers

The Coaches Training Institute Employee Stock Ownership vs every filed plan by assets

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

$7,445,525 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

The Coaches Training Institute Employee Stock Ownership among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Coaches Training Institute Employee Stock Ownership is a small filing (62 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 943372181 · Co-Active Training Institute PY 2022 · ESOP

The Coaches Training Institute Employee Stock Ownership · $7M · 62 · 59th

  • PHOTO $7M
  • PHOTO 62
  • PHOTO 59th
  • PHOTO ESOP
  • PHOTO near Turn-Key Tunneling, Inc. Employee Stock Ownership Plan
  • PHOTO ind #12279

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 California →

The Coaches Training Institute Employee Stock Ownership in the asset neighbourhood

Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOPSmallwood, Reynolds, Stewart…$7MThe Coaches Training Institute Employee Stock OwnershipThe Coaches Training Institu…$7MCentral Coating Technologies, Inc. Employee Stock Ownership PlanCentral Coating Technologies…$7MTurn-Key Tunneling, Inc. Employee Stock Ownership PlanTurn-Key Tunneling, Inc. Emp…$7MNetwork Center, Inc. Employee Stock Ownership PlanNetwork Center, Inc. Employe…$7M
End-of-year total assets ($M) among The Coaches Training Institute Employee Stock Ownership and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Co-Active Training Institute multi-year asset trail

Sponsor-wide plan assets over time

All Co-Active Training Institute plans reported in each filing year

Latest sponsor-wide plan assets
$6M 20.100651062215224% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $7.45M $5.95M ▼ -20.1%
Year Plans Participants Total Assets
2022 1 62 $7M
2023 1 66 $8M
2024 1 62 $6M

Co-Active Training Institute filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN943372181
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

The Coaches Training Institute Employee Stock Ownership vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Coaches Training Institute Employee Stock Ownership, Total assets ($B): 0.007445525 · Participants: 62The Coaches Training Institute Employee Stock OwnershipParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
The Coaches Training Institute Employee Stock Ownership vs. nearby ESOP plans in California, assets vs. participants
Compare The Coaches Training Institute Employee Stock Ownership side-by-side with 3 peers →

The Coaches Training Institute Employee Stock Ownership's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH ($7M); by covered participants it is Mainely Tubs Employee Stock Ownership Plan in ME (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 The Coaches Training Institute Employee Stock Ownership assets move in 2022? ▼
The Coaches Training Institute Employee Stock Ownership contracted severely - down 30.9% during 2022, from $11M to $7M. Reported net income was -$3M.
How have Co-Active Training Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Co-Active Training Institute's sponsor-wide assets declined 20.1%, from $7M to $6M.
Which ESOP plans are similar in size to The Coaches Training Institute Employee Stock Ownership? ▼
Among ESOP plans in other states, the closest by assets is Turn-Key Tunneling, Inc. Employee Stock Ownership Plan in OH ($7M, 47 participants).
Which ESOP plans cover a similar participant headcount to The Coaches Training Institute Employee Stock Ownership? ▼
Among ESOP plans in other states, the closest by covered participants is Mainely Tubs Employee Stock Ownership Plan in ME (62 participants, $40M 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 943372181.

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.