ESOP · DOL Form 5500 · 2022

Ptm Management Corp. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
227
Participants Below avg headcount
76th
Percentile by assets National rank
$82,406
Avg per participant Below avg balance/head
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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.

  • #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.

#2,977
in Transportation & Warehousing (3,876 peers)
+9.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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.

Ptm Management Corp. Employee Stock Ownership Plan's outsized position by total assets

Ptm Management Corp. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,706,063 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

Ptm Management Corp. 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. Ptm Management Corp. Employee Stock Ownership Plan sits mid-pack in the medium band (227 participants).

EBSA filing schedule strip

Filing strip 113620341 · Ptm Management Corp. PY 2022 · ESOP

Ptm Management Corp. Employee Stock Ownership Plan · $19M · 227 · 76th

  • PCT $19M
  • PCT 227
  • PCT 76th
  • PCT ESOP
  • PCT near Gregg Electric, Inc. Employee Stock Ownership Plan
  • PCT ind #2977

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 New York →

Ptm Management Corp. Employee Stock Ownership Plan in the asset neighbourhood

United Laboratories, Inc. Combined Employee Stock Ownership PlanUnited Laboratories, Inc. Co…$19MLoureiro Engineering Associates, Inc. Employee Stock Ownership PlanLoureiro Engineering Associa…$19MPtm Management Corp. Employee Stock Ownership PlanPtm Management Corp. Employe…$19MGregg Electric, Inc. Employee Stock Ownership PlanGregg Electric, Inc. Employe…$19MSyblon Reid Construction, Inc. Employee Stock Ownership PlanSyblon Reid Construction, In…$19M
End-of-year total assets ($M) among Ptm Management Corp. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Ptm Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 87.44127432480802% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $25.6M $47.9M ▲ +87.4%
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 Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Ptm Management Corp. Employee Stock Ownership Plan, Total assets ($M): 18.706063 · Participants: 227Ptm Management Corp. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Ptm Management Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Ptm Management Corp. Employee Stock Ownership Plan side-by-side with 3 peers →

Ptm Management Corp. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Gregg Electric, Inc. Employee Stock Ownership Plan in CA ($19M); by covered participants it is Star Leasing Company Employee Stock Ownership Plan in OH (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 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).
Which ESOP plans cover a similar participant headcount to Ptm Management Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Star Leasing Company Employee Stock Ownership Plan in OH (227 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 113620341.

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.