ESOP · DOL Form 5500 · 2023
Pt Financial Holdings, Inc. ESOP
Data updated 2026-08-11
- $119M
- Total assets
- 310
- Participants
- 92nd
- Percentile by assets
- $382,577
- Avg per participant
Official DOL plan name: Mission Driven Employee Stock Ownership Plan · Sponsored by Pt Financial Holdings, Inc. · Illinois · Finance & Insurance
$119M in assets, 310 participants
Pt Financial Holdings, Inc.'s Mission Driven Employee Stock Ownership Plan reported $119M in total assets and 310 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 127,072 plans)
- #7,824 in Finance & Insurance (8,869 peers)
Coverage in Illinois
Mission Driven Employee Stock Ownership Plan covers 310 participants in Illinois, about 40% of the average Illinois filer (state average ~779 per filing). Assets: $119M.
- $119M
- total plan assets (2023 EOY)
- 310
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $382,577
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mission Driven Employee Stock Ownership Plan reported net income rose from $14M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Mission Driven Employee Stock Ownership Plan end-of-year assets rose from $98M in the plan year 2022 filing to $119M in the plan year 2023 filing.
- Mission Driven Employee Stock Ownership Plan reported participants rose from 272 in the plan year 2022 filing to 310 in the plan year 2023 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Mission Driven Employee Stock Ownership Plan reports 310 participants - about 40% of that state average ($119M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $22M |
| Employer EIN | 853472855 |
| Plan Effective Date | 2020-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pt Financial Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 272 | $98M |
| 2023 | 1 | 310 | $119M |
| 2024 | 2 | 683 | $234M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
Mission Driven Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Mission Driven Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Mission Driven Employee Stock Ownership Plan assets move in 2023? ▼
How have Pt Financial Holdings, Inc. plan assets changed over time? ▼
Where does Mission Driven Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Mission Driven Employee Stock Ownership Plan? ▼
Next read for Mission Driven Employee Stock Ownership …
Filing takeaways
Ways to act on Mission Driven Employee Stock Ownership Plan's numbers.
- By total assets, Mission Driven Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Pt Financial Holdings, Inc.'s sponsor-wide assets have grown 139.2% since 2022 across 3 plan years on file. More Finance & Insurance plans