ESOP · DOL Form 5500 · 2022
Pt Holding Corp. ESOP
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 1,089
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $59,217
- Avg per participant Low balance/head
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.
- #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.
- #18,344
- in Healthcare & Social Assistance (20,060 peers)
- -58.0%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
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's outsized position by total assets
Personal Touch Home Care Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$64,487,837 Top 10% higher than 90% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Personal Touch Home Care Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Personal Touch Home Care Employee Stock Ownership Plan lands in the large band (1,089 participants).
Plan-year Form 5500 strip
Filing strip 510311266 · Pt Holding Corp. PY 2022 · ESOP
Personal Touch Home Care Employee Stock Ownership Plan · $64M · 1,089 · 90th
- EIN $64M
- EIN 1,089
- EIN 90th
- EIN ESOP
- EIN near Fema Corporation Employee Stock Ownership Plan
- EIN ind #18344
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 →
Personal Touch Home Care Employee Stock Ownership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Pt Holding Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 66.10394298075155% vs 2022
- 2024 filing year
| 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.
- 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
Personal Touch Home Care Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Fema Corporation Employee Stock Ownership Plan in MI ($65M); by covered participants it is Pennoni Associates Inc. Employee Stock Ownership Plan in PA (1,091 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,089 participants); asset peers above are excluded.
- Pennoni Associates Inc. Employee Stock Ownership Plan (PA) 1,091 · 2 off
- Triple B Corporation Employee Stock Ownership Plan (WA) 1,096 · 7 off
- All American Quality Foods Inc Employee Stock Ownership Plan (GA) 1,104 · 15 off
- Mrmc ESOP (TX) 1,105 · 16 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.