ESOP · DOL Form 5500 · 2023

The Platt Bros. & Co. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
71
Participants Small participant base
27th
Percentile by assets National rank
$20,939
Avg per participant Low balance/head
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Official DOL plan name: The Platt Brothers & Company Employee Stock Ownership Plan · Sponsored by The Platt Bros. & Co. · Connecticut · Manufacturing

$1M in assets, 71 participants

The Platt Bros. & Co.'s The Platt Brothers & Company Employee Stock Ownership Plan reported $1M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,369 in Manufacturing (18,722 peers)

The Platt Bros. & Co. multi-year trail

The Platt Bros. & Co.'s plans moved +24.3% in assets from 2022 to 2024; this filing shows The Platt Brothers & Company Employee Stock Ownership Plan at $1M / 71 participants.

#2,369
in Manufacturing (18,722 peers)
-14.0%
assets change YoY

The plan reported a net loss of $237K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Platt Brothers & Company Employee Stock Ownership Plan among the smaller filed plans by assets

The Platt Brothers & Company Employee Stock Ownership Plan vs every filed plan by assets

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

$1,486,645 27th percentile higher than 27% 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

The Platt Brothers & Company 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. The Platt Brothers & Company Employee Stock Ownership Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Platt Brothers & Company Employee Stock Ownership Plan reported net income rose from -$547K in the plan year 2022 filing to -$237K in the plan year 2023 filing.
  • The Platt Brothers & Company Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Platt Brothers & Company Employee Stock Ownership Plan reported participants fell from 78 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060495580 · The Platt Bros. & Co. PY 2023 · ESOP

The Platt Brothers & Company Employee Stock Ownership Plan · $1M · 71 · 27th

  • BOOK $1M
  • BOOK 71
  • BOOK 27th
  • BOOK ESOP
  • BOOK near Technology Management Company Employees' Stock Ownership Plan and Trust
  • BOOK ind #2369

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 Connecticut →

The Platt Brothers & Company Employee Stock Ownership Plan in the asset neighbourhood

The Platt Brothers & Company Employee Stock Ownership PlanThe Platt Brothers & Company…$1MTechnology Management Company Employees' Stock Ownership Plan and TrustTechnology Management Compan…$1MMichael Mccutcheon Construction Company, Inc. Employee Stock Ownership PlanMichael Mccutcheon Construct…$1MBios Companies, Inc. Employee Stock Ownership PlanBios Companies, Inc. Employe…$1ME-Gineering, Inc. Employee Stock Ownership PlanE-Gineering, Inc. Employee S…$1M
End-of-year total assets ($M) among The Platt Brothers & Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Platt Bros. & Co. multi-year asset trail

Sponsor-wide plan assets over time

All The Platt Bros. & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 24.31640337810765% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.3M $14.1M ▲ +24.4%
Year Plans Participants Total Assets
2022 2 165 $11M
2023 2 159 $12M
2024 2 138 $14M

The Platt Bros. & Co. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$237K
Employer EIN060495580
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Connecticut

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

The Platt Brothers & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0200400600 -1000100200300400 Total assets ($M) Participants The Platt Brothers & Company Employee Stock Ownership Plan, Total assets ($M): 1.486645 · Participants: 71The Platt Brothers & Company Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee Stock Ownership Plan
The Platt Brothers & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare The Platt Brothers & Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Platt Brothers & Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Technology Management Company Employees' Stock Ownership Plan and Trust in NM ($1M); by covered participants it is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 The Platt Brothers & Company Employee Stock Ownership Plan assets move in 2023? ▼
The Platt Brothers & Company Employee Stock Ownership Plan pulled back noticeably - down 14.0% during 2023, from $2M to $1M. Reported net income was -$237K.
How have The Platt Bros. & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Platt Bros. & Co.'s sponsor-wide assets grew 24.3%, from $11M to $14M.
Which ESOP plans are similar in size to The Platt Brothers & Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Technology Management Company Employees' Stock Ownership Plan and Trust in NM ($1M, 7 participants).
Which ESOP plans cover a similar participant headcount to The Platt Brothers & Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (71 participants, $7M 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 060495580.

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.