Other
2022 plan-year Other DOL Form 5500

PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PT HOLDING CORP.

This Other plan holds $64M in total assets and serves 1,089 participants as of 2022. It is sponsored by PT HOLDING CORP. in New York. The plan reported a net loss of $89M for the year.

Total Assets (2023)
$64M
Participants
1,089
State
Industry
Healthcare & Social Assistance

What the Filing Says About PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN

PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by PT HOLDING CORP., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $64M in total end-of-year assets and covers 1,089 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 510311266, and the plan has been effective since 2010-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $154M at the beginning of 2022 to $64M at year-end — a decline of 58.0%. Net assets (after liabilities) closed the year at $64M, with reported net income of $-89,055,473 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$154M
Total Assets (End of Year)$64M
Net Assets (End of Year)$64M
Net Income$-89,055,473
Plan TypeOther
Employer EIN510311266
Plan Effective Date2010-01-01
Filing StatusFILING 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 Other Plans in New York

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

Frequently Asked Questions

How much money is in the PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2022 Form 5500 filing, PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN holds $64M in total assets with 1,089 participants. It is sponsored by PT HOLDING CORP..
What type of plan is PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN?
PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2010-01-01. The plan is filed with the U.S. Department of Labor under EIN 510311266.
Who sponsors the PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN?
PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by PT HOLDING CORP., located in New York. The sponsor's EIN is 510311266 and the plan operates in the Healthcare & Social Assistance industry.
How did PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN perform in 2022?
PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN declined by 58.0% during 2022, moving from $154M to $64M in total assets. Net income was $-89,055,473.
Where can I find official filings for PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 510311266 or plan name at efast.dol.gov.
How does PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 510311266.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.