ESOP · DOL Form 5500 · 2023

Personal Touch Holding Corp. ESOP

Data updated 2026-08-25

$57M
Total assets Below avg plan size
963
Participants Near avg headcount
87th
Percentile by assets National rank
$59,426
Avg per participant Low balance/head
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Official DOL plan name: Personal Touch Home Care Employee Stock Ownership Plan · Sponsored by Personal Touch Holding Corp. · New York · Healthcare & Social Assistance

$57M in assets, 963 participants

Personal Touch Holding Corp.'s Personal Touch Home Care Employee Stock Ownership Plan reported $57M in total assets and 963 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,721 in Healthcare & Social Assistance (17,684 peers)

Where Personal Touch Home Care Employee Stock Ownership Plan sits by assets

Personal Touch Home Care Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $57M for 963 participants (~$59,426/participant), down 11.3% in 2023.

#15,721
in Healthcare & Social Assistance (17,684 peers)
-11.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Personal Touch Home Care Employee Stock Ownership Plan's outsized position by total assets

Personal Touch Home Care Employee Stock Ownership Plan vs every filed plan by assets

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

$57,227,604 Top 13% higher than 87% 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

Personal Touch Home Care Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Personal Touch Home Care Employee Stock Ownership Plan sits mid-pack in the medium band (963 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Personal Touch Home Care Employee Stock Ownership Plan reported net income rose from -$89M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
  • Personal Touch Home Care Employee Stock Ownership Plan reported participants fell from 1,089 in the plan year 2022 filing to 963 in the plan year 2023 filing.
  • Personal Touch Home Care Employee Stock Ownership Plan end-of-year assets fell from $64M in the plan year 2022 filing to $57M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510311266 · Personal Touch Holding Corp. PY 2023 · ESOP

Personal Touch Home Care Employee Stock Ownership Plan · $57M · 963 · 87th

  • EBSA $57M
  • EBSA 963
  • EBSA 87th
  • EBSA ESOP
  • EBSA near Melton Machine & Control Company Employee Stock Ownership Plan
  • EBSA ind #15721

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 New York →

Personal Touch Home Care Employee Stock Ownership Plan in the asset neighbourhood

Van Horn Automotive Group, Inc. Employee Stock Ownership PlanVan Horn Automotive Group, I…$57MMelton Machine & Control Company Employee Stock Ownership PlanMelton Machine & Control Com…$57MPersonal Touch Home Care Employee Stock Ownership PlanPersonal Touch Home Care Emp…$57MMjw Consolidated, Inc. Employee Stock Ownership PlanMjw Consolidated, Inc. Emplo…$57MOliver's Market Employee Stock Ownership PlanOliver's Market Employee Sto…$57M
End-of-year total assets ($M) among Personal Touch Home Care Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$57M
Net Income-$7M
Employer EIN510311266
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Personal Touch Holding Corp.)

Sponsor-wide plan assets over time

All Personal Touch Holding Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 66.10394298075155% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $64.5M $21.9M ▼ -66.1%
Year Plans Participants Total Assets
2022 1 1,089 $64M
2023 1 963 $57M
2024 1 961 $22M

Nearby ESOP Plans in New York

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

Personal Touch Home Care Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants Personal Touch Home Care Employee Stock Ownership Plan, Total assets ($M): 57.227604 · Participants: 963Personal Touch Home Care Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Personal Touch Home Care Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Personal Touch Home Care Employee Stock Ownership Plan side-by-side with 3 peers →

Personal Touch Home Care Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Melton Machine & Control Company Employee Stock Ownership Plan in MO ($57M); by covered participants it is Armstrong Garden Centers, Inc. Employee Stock Ownership Plan in CA (965 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (963 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 Personal Touch Home Care Employee Stock Ownership Plan assets move in 2023? ▼
Personal Touch Home Care Employee Stock Ownership Plan pulled back noticeably - down 11.3% during 2023, from $64M to $57M. Reported net income was -$7M.
How have Personal Touch Holding Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Personal Touch Holding Corp.'s sponsor-wide assets declined 66.1%, from $64M to $22M.
Where does Personal Touch Home Care Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Personal Touch Home Care Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Personal Touch Home Care Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Melton Machine & Control Company Employee Stock Ownership Plan in MO ($57M, 112 participants).
Which ESOP plans cover a similar participant headcount to Personal Touch Home Care Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Armstrong Garden Centers, Inc. Employee Stock Ownership Plan in CA (965 participants, $143M 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 510311266.

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.