ESOP · DOL Form 5500 · 2023

Co-Active Training Institute ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
66
Participants Small participant base
53rd
Percentile by assets National rank
$114,900
Avg per participant Below avg balance/head
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Official DOL plan name: The Coaches Training Institute Employee Stock Ownership · Sponsored by Co-Active Training Institute · California · Professional & Technical Services

$8M in assets, 66 participants

Co-Active Training Institute's The Coaches Training Institute Employee Stock Ownership reported $8M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,378 in Professional & Technical Services (20,321 peers)

Co-Active Training Institute multi-year trail

Co-Active Training Institute's plans moved -20.1% in assets from 2022 to 2024; this filing shows The Coaches Training Institute Employee Stock Ownership at $8M / 66 participants.

#10,378
in Professional & Technical Services (20,321 peers)
+1.9%
assets growth YoY

The Coaches Training Institute Employee Stock Ownership's mid-pack asset rank among Professional & Technical Services and all filers

The Coaches Training Institute Employee Stock Ownership vs every filed plan by assets

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

$7,583,381 Top 47% higher than 53% 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

The Coaches Training Institute Employee Stock Ownership among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Coaches Training Institute Employee Stock Ownership is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Coaches Training Institute Employee Stock Ownership reported net income rose from -$3M in the plan year 2022 filing to $160K in the plan year 2023 filing.
  • The Coaches Training Institute Employee Stock Ownership reported participants rose from 62 in the plan year 2022 filing to 66 in the plan year 2023 filing.
  • The Coaches Training Institute Employee Stock Ownership end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943372181 · Co-Active Training Institute PY 2023 · ESOP

The Coaches Training Institute Employee Stock Ownership · $8M · 66 · 53rd

  • PCT $8M
  • PCT 66
  • PCT 53rd
  • PCT ESOP
  • PCT near Diamond Ridge Development Corporation Employee Stock Ownership Plan
  • PCT ind #10378

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 California →

The Coaches Training Institute Employee Stock Ownership in the asset neighbourhood

Amwest Control, Inc. Employee Stock Ownership PlanAmwest Control, Inc. Employe…$8MHughes-Anderson Employee Stock Ownership PlanHughes-Anderson Employee Sto…$8MThe Coaches Training Institute Employee Stock OwnershipThe Coaches Training Institu…$8MDiamond Ridge Development Corporation Employee Stock Ownership PlanDiamond Ridge Development Co…$8MPennock Company Employee Stock Ownership PlanPennock Company Employee Sto…$8M
End-of-year total assets ($M) among The Coaches Training Institute Employee Stock Ownership and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Co-Active Training Institute multi-year asset trail

Sponsor-wide plan assets over time

All Co-Active Training Institute plans reported in each filing year

Latest sponsor-wide plan assets
$6M 20.100651062215224% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $7.45M $5.95M ▼ -20.1%
Year Plans Participants Total Assets
2022 1 62 $7M
2023 1 66 $8M
2024 1 62 $6M

Co-Active Training Institute filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$160K
Employer EIN943372181
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

The Coaches Training Institute Employee Stock Ownership vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Coaches Training Institute Employee Stock Ownership, Total assets ($B): 0.007583381 · Participants: 66The Coaches Training Institute Employee Stock OwnershipParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
The Coaches Training Institute Employee Stock Ownership vs. nearby ESOP plans in California, assets vs. participants
Compare The Coaches Training Institute Employee Stock Ownership side-by-side with 3 peers →

The Coaches Training Institute Employee Stock Ownership's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Diamond Ridge Development Corporation Employee Stock Ownership Plan in AZ ($8M); by covered participants it is Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan in FL (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 The Coaches Training Institute Employee Stock Ownership assets move in 2023? ▼
The Coaches Training Institute Employee Stock Ownership edged up modestly - up 1.9% during 2023, from $7M to $8M. Reported net income was $160K.
How have Co-Active Training Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Co-Active Training Institute's sponsor-wide assets declined 20.1%, from $7M to $6M.
Which ESOP plans are similar in size to The Coaches Training Institute Employee Stock Ownership? ▼
Among ESOP plans in other states, the closest by assets is Diamond Ridge Development Corporation Employee Stock Ownership Plan in AZ ($8M, 92 participants).
Which ESOP plans cover a similar participant headcount to The Coaches Training Institute Employee Stock Ownership? ▼
Among ESOP plans in other states, the closest by covered participants is Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan in FL (66 participants, $3M 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 943372181.

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.