ESOP · DOL Form 5500 · 2023

Paula Teacher & Associates, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
91
Participants Small participant base
25th
Percentile by assets National rank
$13,229
Avg per participant Low balance/head
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Official DOL plan name: Paula Teacher & Associates Employee Stock Ownership Plan · Sponsored by Paula Teacher & Associates, Inc. · Pennsylvania · Healthcare & Social Assistance

$1M in assets, 91 participants

Paula Teacher & Associates, Inc.'s Paula Teacher & Associates Employee Stock Ownership Plan reported $1M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,797 in Healthcare & Social Assistance (17,684 peers)

Paula Teacher & Associates, Inc. multi-year trail

Paula Teacher & Associates, Inc.'s plans moved +108.8% in assets from 2022 to 2024; this filing shows Paula Teacher & Associates Employee Stock Ownership Plan at $1M / 91 participants.

#3,797
in Healthcare & Social Assistance (17,684 peers)
+57.6%
assets growth YoY

Paula Teacher & Associates Employee Stock Ownership Plan among the smaller filed plans by assets

Paula Teacher & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$1,203,876 25th percentile higher than 25% 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

Paula Teacher & Associates 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. Paula Teacher & Associates Employee Stock Ownership Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paula Teacher & Associates Employee Stock Ownership Plan reported net income rose from $276K in the plan year 2022 filing to $441K in the plan year 2023 filing.
  • Paula Teacher & Associates Employee Stock Ownership Plan end-of-year assets rose from $764K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Paula Teacher & Associates Employee Stock Ownership Plan reported participants fell from 125 in the plan year 2022 filing to 91 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 251662907 · Paula Teacher & Associates, Inc. PY 2023 · ESOP

Paula Teacher & Associates Employee Stock Ownership Plan · $1M · 91 · 25th

  • SCH $1M
  • SCH 91
  • SCH 25th
  • SCH ESOP
  • SCH near Quantum Controls, Inc. Employee Stock Ownership Plan
  • SCH ind #3797

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 Pennsylvania →

Paula Teacher & Associates Employee Stock Ownership Plan in the asset neighbourhood

Paula Teacher & Associates Employee Stock Ownership PlanPaula Teacher & Associates E…$1MQuantum Controls, Inc. Employee Stock Ownership PlanQuantum Controls, Inc. Emplo…$1MSemple Brown Design, P. C. Employee Stock Ownership PlanSemple Brown Design, P. C. E…$1MUlrich, Inc. Employee Stock Ownership PlanUlrich, Inc. Employee Stock …$1MBluedog Design, Inc. ESOP$1M
End-of-year total assets ($M) among Paula Teacher & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Paula Teacher & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Paula Teacher & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 108.79127352315925% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.76M $1.6M ▲ +110.5%
Year Plans Participants Total Assets
2022 1 125 $764K
2023 1 91 $1M
2024 1 78 $2M

Paula Teacher & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$764K
Net Assets (End of Year)$1M
Net Income$441K
Employer EIN251662907
Plan Effective Date2020-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Paula Teacher & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Paula Teacher & Associates Employee Stock Ownership Plan, Total assets ($B): 0.001203876 · Participants: 91Paula Teacher & Associates Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Paula Teacher & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Paula Teacher & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Paula Teacher & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Quantum Controls, Inc. Employee Stock Ownership Plan in MD ($1M); by covered participants it is West Plains Bancshares Employee Stock Ownership Plan in MO (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Paula Teacher & Associates Employee Stock Ownership Plan assets move in 2023? ▼
Paula Teacher & Associates Employee Stock Ownership Plan surged - up 57.6% during 2023, from $764K to $1M. Reported net income was $441K.
How have Paula Teacher & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paula Teacher & Associates, Inc.'s sponsor-wide assets grew 108.8%, from $764K to $2M.
Where does Paula Teacher & Associates Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Paula Teacher & Associates Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Paula Teacher & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Quantum Controls, Inc. Employee Stock Ownership Plan in MD ($1M, 40 participants).
Which ESOP plans cover a similar participant headcount to Paula Teacher & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is West Plains Bancshares Employee Stock Ownership Plan in MO (91 participants, $2M 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 251662907.

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.