ESOP · DOL Form 5500 · 2023

Imtra Corporation ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
78
Participants Small participant base
50th
Percentile by assets National rank
$84,444
Avg per participant Below avg balance/head
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Official DOL plan name: Imtra Corporation Employee Stock Ownership Plan · Sponsored by Imtra Corporation · Massachusetts · Wholesale Trade

$7M in assets, 78 participants

Imtra Corporation's Imtra Corporation Employee Stock Ownership Plan reported $7M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,475 in Wholesale Trade (6,309 peers)

Imtra Corporation multi-year trail

Imtra Corporation's plans moved +187.2% in assets from 2022 to 2024; this filing shows Imtra Corporation Employee Stock Ownership Plan at $7M / 78 participants.

#2,475
in Wholesale Trade (6,309 peers)
+48.6%
assets growth YoY

Imtra Corporation Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Imtra Corporation Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,586,624 Top 50% higher than 50% of 127,068 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 2023

Imtra Corporation Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Imtra Corporation Employee Stock Ownership Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Imtra Corporation Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Imtra Corporation Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Imtra Corporation Employee Stock Ownership Plan reported participants rose from 73 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042137249 · Imtra Corporation PY 2023 · ESOP

Imtra Corporation Employee Stock Ownership Plan · $7M · 78 · 50th

  • 5500 $7M
  • 5500 78
  • 5500 50th
  • 5500 ESOP
  • 5500 near Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust
  • 5500 ind #2475

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 Massachusetts →

Imtra Corporation Employee Stock Ownership Plan in the asset neighbourhood

Imtra Corporation Employee Stock Ownership PlanImtra Corporation Employee S…$7MSpecialty Equipment Sales Co. Employee Stock Ownership Plan and TrustSpecialty Equipment Sales Co…$7MRedshaw Paint Supply, Inc. Employee Stock Ownership PlanRedshaw Paint Supply, Inc. E…$7MDialectic, Inc. Employee Stock Ownership PlanDialectic, Inc. Employee Sto…$7MDahlin Group, Inc. Employee Stock Ownership PlanDahlin Group, Inc. Employee …$7M
End-of-year total assets ($M) among Imtra Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Imtra Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Imtra Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$13M 187.18915793992016% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $4.43M $12.7M ▲ +187.4%
Year Plans Participants Total Assets
2022 1 73 $4M
2023 1 78 $7M
2024 1 79 $13M

Imtra Corporation filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$18M
Net Income$3M
Employer EIN042137249
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Imtra Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Imtra Corporation Employee Stock Ownership Plan, Total assets ($M): 6.586624 · Participants: 78Imtra Corporation Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Imtra Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Imtra Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Imtra Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust in OH ($7M); by covered participants it is Caldwell Group Employee Stock Ownership Plan in IL (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Imtra Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Imtra Corporation Employee Stock Ownership Plan surged - up 48.6% during 2023, from $4M to $7M. Reported net income was $3M.
How have Imtra Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Imtra Corporation's sponsor-wide assets grew 187.2%, from $4M to $13M.
Which ESOP plans are similar in size to Imtra Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Specialty Equipment Sales Co. Employee Stock Ownership Plan and Trust in OH ($7M, 21 participants).
Which ESOP plans cover a similar participant headcount to Imtra Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Caldwell Group Employee Stock Ownership Plan in IL (78 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042137249.

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.