ESOP · DOL Form 5500 · 2023
Penta Research, Inc. ESOP
Data updated 2026-08-11
- $23M
- Total assets
- 131
- Participants
- 75th
- Percentile by assets
- $176,394
- Avg per participant
Official DOL plan name: Penta Research Incorporated Employee Stock Ownership Plan · Sponsored by Penta Research, Inc. · Alabama · Professional & Technical Services
$23M in assets, 131 participants
Penta Research, Inc.'s Penta Research Incorporated Employee Stock Ownership Plan reported $23M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- 75th percentile by assets (of 127,072 plans)
- #15,322 in Professional & Technical Services (20,321 peers)
Coverage in Alabama
Penta Research Incorporated Employee Stock Ownership Plan covers 131 participants in Alabama, about 36% of the average Alabama filer (state average ~360 per filing). Assets: $23M.
- $23M
- total plan assets (2023 EOY)
- 131
- covered participants
- 75th
- percentile by assets (of 127,072 plans)
- $176,394
- avg assets per participant
Where Penta Research Incorporated Employee Stock Ownership Plan sits by total assets
Penta Research Incorporated Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,107,665 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Penta Research Incorporated Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Penta Research Incorporated Employee Stock Ownership Plan reported participants fell from 140 in the plan year 2022 filing to 131 in the plan year 2023 filing.
- Penta Research Incorporated Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. Penta Research Incorporated Employee Stock Ownership Plan reports 131 participants - about 36% of that state average ($23M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $3M |
| Employer EIN | 631284082 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Penta Research, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 280 | $57M |
| 2023 | 2 | 261 | $64M |
| 2024 | 2 | 232 | $69M |
Nearby ESOP Plans in Alabama
Peer ESOP plans, same state, same plan type, ranked by total assets.
Penta Research Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
- Starfish Holdings, Inc. Employee Stock Ownership Plan $470M · 1,360
- Inline Electric Employee Stock Ownership Plan $196M · 287
- Radiance Technologies, Inc. Employee Stock Ownership Plan $168M · 874
- Signature Homes Employee Stock Ownership Plan $168M · 123
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub $127M · 909
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Penta Research Incorporated Employee Stock Ownership Plan by total assets, not by location.
- The Denver Wholesale Florists Employee Stock Ownership Plan (CO) $23M · 193
- Kemron Environmental Services, Inc. Employee Stock Ownership Plan (GA) $23M · 131
- Medler Electric Company Employee Stock Ownership Plan and Trust (MI) $23M · 138
- Commercial Sheetmetal Co., Inc. Employee Stock Ownership Plan (HI) $23M · 29
Frequently Asked Questions
How did Penta Research Incorporated Employee Stock Ownership Plan assets move in 2023? ▼
How have Penta Research, Inc. plan assets changed over time? ▼
Where does Penta Research Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Penta Research Incorporated Employee Stock Ownership Plan's numbers.
- By total assets, Penta Research Incorporated Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Alabama. Compare plans
- Penta Research, Inc.'s sponsor-wide assets have grown 20.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans