ESOP · DOL Form 5500 · 2023

Petretti Corporation ESOP

Data updated 2026-08-25

$601K
Total assets Small plan by assets
21
Participants Small participant base
19th
Percentile by assets National rank
$28,619
Avg per participant Low balance/head
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Official DOL plan name: Petretti Corporation Employee Stock Ownership Plan · Sponsored by Petretti Corporation · New York · Professional & Technical Services

$601K in assets, 21 participants

Petretti Corporation's Petretti Corporation Employee Stock Ownership Plan reported $601K in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,948 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Petretti Corporation Employee Stock Ownership Plan holds $601K for 21 participants - about $28,619 per participant, among the smaller plans by assets on file.

#2,948
in Professional & Technical Services (20,321 peers)
+0.7%
assets growth YoY

Petretti Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$601,000 19th percentile higher than 19% 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

Petretti 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. Petretti Corporation Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Petretti Corporation Employee Stock Ownership Plan reported participants rose from 19 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 833574634 · Petretti Corporation PY 2023 · ESOP

Petretti Corporation Employee Stock Ownership Plan · $601K · 21 · 19th

  • RANK $601K
  • PHOTO 21
  • IND 19th
  • EOY ESOP
  • 5500 near The Logan Graphic Products, Inc. Employee Stock Ownership Plan
  • ASSETS ind #2948

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 →

Petretti Corporation Employee Stock Ownership Plan in the asset neighbourhood

Petretti Corporation Employee Stock Ownership PlanPetretti Corporation Employe…$601KThe Logan Graphic Products, Inc. Employee Stock Ownership PlanThe Logan Graphic Products, …$600KSaversystems Employee Stock Ownership PlanSaversystems Employee Stock …$600KMedical Justice Services Employee Stock Ownership PlanMedical Justice Services Emp…$604KCla-Mar Inc Employees Stock Ownership PlanCla-Mar Inc Employees Stock …$598K
End-of-year total assets ($M) among Petretti Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$597K
Net Assets (End of Year)-$4M
Net Income$439K
Employer EIN833574634
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petretti Corporation)

Sponsor-wide plan assets over time

All Petretti Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$655K 9.715242881072026% vs 2022
2024 filing year
$0.58M$0.6M$0.62M$0.64M$0.66M$0.68M 202220232024 $0.6M $0.66M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 19 $597K
2023 1 21 $601K
2024 1 20 $655K

Nearby ESOP Plans in New York

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

Petretti Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Petretti Corporation Employee Stock Ownership Plan, Total assets ($M): 0.601 · Participants: 21Petretti Corporation Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Petretti Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Petretti Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is The Logan Graphic Products, Inc. Employee Stock Ownership Plan in IL ($600K); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Petretti Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Petretti Corporation Employee Stock Ownership Plan held essentially flat - up 0.7% during 2023, from $597K to $601K. Reported net income was $439K.
How have Petretti Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petretti Corporation's sponsor-wide assets grew 9.7%, from $597K to $655K.
Where does Petretti Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Petretti Corporation Employee Stock Ownership Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Petretti Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Logan Graphic Products, Inc. Employee Stock Ownership Plan in IL ($600K, 17 participants).
Which ESOP plans cover a similar participant headcount to Petretti Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants, $11M 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 833574634.

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.