ESOP · DOL Form 5500 · 2023

P.T. Services Rehabilitation, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
201
Participants Below avg headcount
36th
Percentile by assets National rank
$15,506
Avg per participant Low balance/head
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Official DOL plan name: P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan · Sponsored by P.T. Services Rehabilitation, Inc. · Ohio · Healthcare & Social Assistance

$3M in assets, 201 participants

P.T. Services Rehabilitation, Inc.'s P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan reported $3M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,610 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan covers 201 participants in Ohio, about 26% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#6,610
in Healthcare & Social Assistance (17,684 peers)
+4.1%
assets growth YoY

P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,116,630 36th percentile higher than 36% 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

P.T. Services Rehabilitation, Inc. 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. P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan reported net income rose from $811K in the plan year 2022 filing to $857K in the plan year 2023 filing.
  • P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341222395 · P.T. Services Rehabilitation, Inc. PY 2023 · ESOP

P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan · $3M · 201 · 36th

  • TYPE $3M
  • TYPE 201
  • TYPE 36th
  • TYPE ESOP
  • TYPE near Gold Coast Ingredients, Inc. ESOP
  • TYPE ind #6610

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 Ohio →

P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Gold Coast Ingredients, Inc. ESOPGold Coast Ingredients, Inc.…$3MJ.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership PlanJ.L. Rogers & Callcott Engin…$3MManufacturing Maintenance Solutions, Inc. Employee Stock Ownership PlanManufacturing Maintenance So…$3MP.T. Services Rehabilitation, Inc. Employee Stock Ownership PlanP.T. Services Rehabilitation…$3MThe Horizon Group, Inc. Employee Stock Ownership PlanThe Horizon Group, Inc. Empl…$3M
End-of-year total assets ($M) among P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$1M
Net Income$857K
Employer EIN341222395
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P.T. Services Rehabilitation, Inc.)

Sponsor-wide plan assets over time

All P.T. Services Rehabilitation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 28.479534626938868% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.9M $25.6M ▲ +28.5%
Year Plans Participants Total Assets
2022 2 466 $20M
2023 2 462 $25M
2024 2 449 $26M

Nearby ESOP Plans in Ohio

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

P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00311663 · Participants: 201P.T. Services Rehabilitation, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Gold Coast Ingredients, Inc. ESOP in CA ($3M); by covered participants it is Afco Industries, Inc. Employee Stock Ownership Plan in LA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan edged up modestly - up 4.1% during 2023, from $3M to $3M. Reported net income was $857K.
How have P.T. Services Rehabilitation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P.T. Services Rehabilitation, Inc.'s sponsor-wide assets grew 28.5%, from $20M to $26M.
Which ESOP plans are similar in size to P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gold Coast Ingredients, Inc. ESOP in CA ($3M, 120 participants).
Which ESOP plans cover a similar participant headcount to P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Afco Industries, Inc. Employee Stock Ownership Plan in LA (201 participants, $73M 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 341222395.

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.