ESOP · DOL Form 5500 · 2023

Perteet, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
98
Participants Small participant base
54th
Percentile by assets National rank
$83,346
Avg per participant Below avg balance/head
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Official DOL plan name: Perteet Inc. Employee Stock Ownership Plan and Trust · Sponsored by Perteet, Inc. · Washington · Professional & Technical Services

$8M in assets, 98 participants

Perteet, Inc.'s Perteet Inc. Employee Stock Ownership Plan and Trust reported $8M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,698 in Professional & Technical Services (20,321 peers)

Perteet, Inc. multi-year trail

Perteet, Inc.'s plans moved +42.0% in assets from 2022 to 2024; this filing shows Perteet Inc. Employee Stock Ownership Plan and Trust at $8M / 98 participants.

#10,698
in Professional & Technical Services (20,321 peers)
+8.7%
assets growth YoY

Perteet Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Perteet Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$8,167,904 Top 46% higher than 54% 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

Perteet Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perteet Inc. Employee Stock Ownership Plan and Trust is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perteet Inc. Employee Stock Ownership Plan and Trust reported net income fell from $1M in the plan year 2022 filing to $727K in the plan year 2023 filing.
  • Perteet Inc. Employee Stock Ownership Plan and Trust reported participants rose from 87 in the plan year 2022 filing to 98 in the plan year 2023 filing.
  • Perteet Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 911505037 · Perteet, Inc. PY 2023 · ESOP

Perteet Inc. Employee Stock Ownership Plan and Trust · $8M · 98 · 54th

  • EBSA $8M
  • EBSA 98
  • EBSA 54th
  • EBSA ESOP
  • EBSA near Eki Environment & Water, Inc. Employee Stock Ownership Plan
  • EBSA ind #10698

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 Washington →

Perteet Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Sebago Technics Employee Stock Ownership PlanSebago Technics Employee Sto…$8MJpra Architects, Ltd. Employee Stock Ownership PlanJpra Architects, Ltd. Employ…$8MPerteet Inc. Employee Stock Ownership Plan and TrustPerteet Inc. Employee Stock …$8MEki Environment & Water, Inc. Employee Stock Ownership PlanEki Environment & Water, Inc…$8MBank of Idaho Employee Stock Ownership PlanBank of Idaho Employee Stock…$8M
End-of-year total assets ($M) among Perteet Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Perteet, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Perteet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 41.97406446253481% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.5M $29.1M ▲ +42.0%
Year Plans Participants Total Assets
2022 2 171 $20M
2023 2 194 $24M
2024 2 209 $29M

Perteet, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$727K
Employer EIN911505037
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Washington

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

Perteet Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -101234 Total assets ($B) Participants Perteet Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.008167904 · Participants: 98Perteet Inc. Employee Stock Ownership Plan and TrustSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.966454558 · Participants: 3694Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.2780946 · Participants: 1123Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.183263152 · Participants: 310Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.140162337 · Participants: 570Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.114343989 · Participants: 183The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Perteet Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants
Compare Perteet Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Perteet Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Eki Environment & Water, Inc. Employee Stock Ownership Plan in CA ($8M); by covered participants it is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Perteet Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Perteet Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 8.7% during 2023, from $8M to $8M. Reported net income was $727K.
How have Perteet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perteet, Inc.'s sponsor-wide assets grew 42.0%, from $20M to $29M.
Which ESOP plans are similar in size to Perteet Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Eki Environment & Water, Inc. Employee Stock Ownership Plan in CA ($8M, 113 participants).
Which ESOP plans cover a similar participant headcount to Perteet Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants, $25M 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 911505037.

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.