ESOP · DOL Form 5500 · 2022

Ptm Management Corp. ESOP

Data updated 2026-08-11

$19M
Total assets
227
Participants
76th
Percentile by assets
$82,406
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Ptm Management Corp. Employee Stock Ownership Plan · Sponsored by Ptm Management Corp. · New York · Transportation & Warehousing

$19M in assets, 227 participants

Ptm Management Corp.'s Ptm Management Corp. Employee Stock Ownership Plan reported $19M in total assets and 227 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.

  • 76th percentile by assets (of 139,126 plans)
  • #2,977 in Transportation & Warehousing (3,876 peers)

Coverage in New York

Ptm Management Corp. Employee Stock Ownership Plan covers 227 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $19M.

$19M
total plan assets (2022 EOY)
227
covered participants
76th
percentile by assets (of 139,126 plans)
$82,406
avg assets per participant

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Ptm Management Corp. Employee Stock Ownership Plan reports 227 participants - about 28% of that state average ($19M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$6M
Net Income-$9M
Employer EIN113620341
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ptm Management Corp.)

$20M$30M$40M$50M$60M 202220232024 $25.6M $47.9M ▲ +87.4%
Total plan assets by year, all Ptm Management Corp. plans on file
Year Plans Participants Total Assets
2022 2 457 $26M
2023 2 434 $38M
2024 2 448 $48M

Nearby ESOP Plans in New York

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

Ptm Management Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

Ptm Management Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Ptm Management Corp.…Stewart's Shops Corp…Lewis Tree Service E…H.C. Wainwright & Co…Greenman-Pedersen, I…Griffon Corporation …
Ptm Management Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Ptm Management Corp. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Ptm Management Corp. Employee Stock Ownership Plan assets move in 2022?
Ptm Management Corp. Employee Stock Ownership Plan grew at a solid clip - up 9.8% during 2022, from $17M to $19M. Reported net income was -$9M.
How have Ptm Management Corp. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ptm Management Corp.'s sponsor-wide assets grew 87.4%, from $26M to $48M.
Where does Ptm Management Corp. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Ptm Management Corp. 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 Ptm Management Corp. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Gregg Electric, Inc. Employee Stock Ownership Plan in CA ($19M, 27 participants).

Next read for Ptm Management Corp. Employee Stock Owne…

Filing takeaways

Ways to act on Ptm Management Corp. Employee Stock Ownership Plan's numbers.