ESOP · DOL Form 5500 · 2022
Pt Holding Corp. ESOP
Data updated 2026-08-11
- $64M
- Total assets
- 1,089
- Participants
- 90th
- Percentile by assets
- $59,217
- Avg per participant
Official DOL plan name: Personal Touch Home Care Employee Stock Ownership Plan · Sponsored by Pt Holding Corp. · New York · Healthcare & Social Assistance
$64M in assets, 1,089 participants
Pt Holding Corp.'s Personal Touch Home Care Employee Stock Ownership Plan reported $64M in total assets and 1,089 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 139,126 plans)
- #18,344 in Healthcare & Social Assistance (20,060 peers)
Where Personal Touch Home Care Employee Stock Ownership Plan sits by assets
Personal Touch Home Care Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $64M for 1,089 participants (~$59,217/participant), down 58.0% in 2022.
- $64M
- total plan assets (2022 EOY)
- 1,089
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $59,217
- avg assets per participant
The plan reported a net loss of $89M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Personal Touch Home Care Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Personal Touch Home Care Employee Stock Ownership Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $154M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | -$89M |
| Employer EIN | 510311266 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pt Holding Corp.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,089 | $64M |
| 2023 | 1 | 963 | $57M |
| 2024 | 1 | 961 | $22M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
Personal Touch Home Care Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
- Stewart's Shops Corp Employee Stock Ownership Plan $782M · 3,443
- Lewis Tree Service Employee Stock Ownership Plan $384M · 3,307
- H.C. Wainwright & Co. Employee Stock Ownership Plan $293M · 118
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $207M · 1,611
- Griffon Corporation Employee Stock Ownership Plan $184M · 3,775
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Personal Touch Home Care Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Personal Touch Home Care Employee Stock Ownership Plan assets move in 2022? ▼
How have Pt Holding Corp. plan assets changed over time? ▼
Where does Personal Touch Home Care Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Next read for Personal Touch Home Care Employee Stock …
Scale reading
Ways to act on Personal Touch Home Care Employee Stock Ownership Plan's numbers.
- By total assets, Personal Touch Home Care Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- Pt Holding Corp.'s sponsor-wide assets have declined 66.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans