ESOP · DOL Form 5500 · 2023

Control Associates, Inc. ESOP

Data updated 2026-08-25

$34M
Total assets Below avg plan size
150
Participants Small participant base
81st
Percentile by assets National rank
$225,149
Avg per participant Above avg balance/head
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Official DOL plan name: Control Associates, Inc. Employee Stock Ownership Plan · Sponsored by Control Associates, Inc. · New Jersey · Wholesale Trade

$34M in assets, 150 participants

Control Associates, Inc.'s Control Associates, Inc. Employee Stock Ownership Plan reported $34M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,092 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Control Associates, Inc. Employee Stock Ownership Plan covers 150 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $34M.

#5,092
in Wholesale Trade (6,309 peers)
+8.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Control Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Control Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$33,772,358 Top 19% higher than 81% 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

Control Associates, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Control Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Control Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Control Associates, Inc. Employee Stock Ownership Plan reported participants rose from 116 in the plan year 2022 filing to 150 in the plan year 2023 filing.
  • Control Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $31M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 221629238 · Control Associates, Inc. PY 2023 · ESOP

Control Associates, Inc. Employee Stock Ownership Plan · $34M · 150 · 81st

  • EBSA $34M
  • PART 150
  • TYPE 81st
  • NET ESOP
  • BOOK near Freedom Industries, Inc. Employee Stock Ownership Plan
  • VS-ST ind #5092

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 Jersey →

Control Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tech Systems, Inc. Employee Stock Ownership PlanTech Systems, Inc. Employee …$34MFirst Citizens Financial Corp Employee Stock Ownership PlanFirst Citizens Financial Cor…$34MSavanna Industries Employee Stock Ownership PlanSavanna Industries Employee …$34MControl Associates, Inc. Employee Stock Ownership PlanControl Associates, Inc. Emp…$34MFreedom Industries, Inc. Employee Stock Ownership PlanFreedom Industries, Inc. Emp…$34M
End-of-year total assets ($M) among Control Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$34M
Net Income$3M
Employer EIN221629238
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Control Associates, Inc.)

Sponsor-wide plan assets over time

All Control Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 119.87039236282638% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $31.1M $68.5M ▲ +119.9%
Year Plans Participants Total Assets
2022 1 116 $31M
2023 2 256 $55M
2024 2 310 $68M

Nearby ESOP Plans in New Jersey

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

Control Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants Control Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 33.772358 · Participants: 150Control Associates, Inc. Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership Plan
Control Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Control Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Control Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Freedom Industries, Inc. Employee Stock Ownership Plan in NC ($34M); by covered participants it is Ryco Inc. Employee Stock Ownership Plan in PA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Control Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Control Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.4% during 2023, from $31M to $34M. Reported net income was $3M.
How have Control Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Control Associates, Inc.'s sponsor-wide assets grew 119.9%, from $31M to $68M.
Where does Control Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Control Associates, Inc. Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Control Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Freedom Industries, Inc. Employee Stock Ownership Plan in NC ($34M, 155 participants).
Which ESOP plans cover a similar participant headcount to Control Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ryco Inc. Employee Stock Ownership Plan in PA (150 participants, $13M 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 221629238.

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.