ESOP · DOL Form 5500 · 2022

Pta Corporation ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
178
Participants Small participant base
76th
Percentile by assets National rank
$102,618
Avg per participant Below avg balance/head
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Official DOL plan name: Pta Corporation Employee Stock Ownership Plan · Sponsored by Pta Corporation · Connecticut · Manufacturing

$18M in assets, 178 participants

Pta Corporation's Pta Corporation Employee Stock Ownership Plan reported $18M in total assets and 178 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,668 in Manufacturing (20,602 peers)

Coverage in Connecticut

Pta Corporation Employee Stock Ownership Plan covers 178 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $18M.

#13,668
in Manufacturing (20,602 peers)
+17.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Pta Corporation Employee Stock Ownership Plan's outsized position by total assets

Pta Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$18,266,019 Top 24% higher than 76% 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

Pta Corporation 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. Pta Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (178 participants).

DOL schedule card

Filing strip 363334974 · Pta Corporation PY 2022 · ESOP

Pta Corporation Employee Stock Ownership Plan · $18M · 178 · 76th

  • EBSA $18M
  • EBSA 178
  • EBSA 76th
  • EBSA ESOP
  • EBSA near Centrol, Inc. Restated Employee Stock Ownership Plan & Trust
  • EBSA ind #13668

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 Connecticut →

Pta Corporation Employee Stock Ownership Plan in the asset neighbourhood

Pta Corporation Employee Stock Ownership PlanPta Corporation Employee Sto…$18MCentrol, Inc. Restated Employee Stock Ownership Plan & TrustCentrol, Inc. Restated Emplo…$18MAgricultural Services, Inc. Employee Stock Ownership PlanAgricultural Services, Inc. …$18MPacific States Petroleum Employee Stock Ownership PlanPacific States Petroleum Emp…$18MDks Associates Employee Stock Ownership Plan & TrustDks Associates Employee Stoc…$18M
End-of-year total assets ($M) among Pta Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN363334974
Plan Effective Date2010-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pta Corporation)

Sponsor-wide plan assets over time

All Pta Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$45M 13.275007688622187% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $39.6M $44.9M ▲ +13.3%
Year Plans Participants Total Assets
2022 2 426 $40M
2023 2 419 $44M
2024 2 461 $45M

Nearby ESOP Plans in Connecticut

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

Pta Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0100200300400500600 0100200300400 Total assets ($M) Participants Pta Corporation Employee Stock Ownership Plan, Total assets ($M): 18.266019 · Participants: 178Pta Corporation Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 367.564048 · Participants: 212Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.429241 · Participants: 410Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 94.746005 · Participants: 305Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 88.269386 · Participants: 502Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 50.402373 · Participants: 89Twin Mro Employee Stock Ownership Plan
Pta Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Pta Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Pta Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Centrol, Inc. Restated Employee Stock Ownership Plan & Trust in MN ($18M); by covered participants it is Exxel Pacific, Inc. Employee Stock Ownership Plan in WA (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Pta Corporation Employee Stock Ownership Plan assets move in 2022? ▼
Pta Corporation Employee Stock Ownership Plan grew sharply - up 17.8% during 2022, from $16M to $18M. Reported net income was $3M.
How have Pta Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pta Corporation's sponsor-wide assets grew 13.3%, from $40M to $45M.
Where does Pta Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Pta Corporation Employee Stock Ownership Plan ranks in the 76th 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 Pta Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Centrol, Inc. Restated Employee Stock Ownership Plan & Trust in MN ($18M, 72 participants).
Which ESOP plans cover a similar participant headcount to Pta Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Exxel Pacific, Inc. Employee Stock Ownership Plan in WA (178 participants, $23M 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 363334974.

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.