ESOP · DOL Form 5500 · 2023
Vocational Training Institutes,Inc. ESOP
Data updated 2026-08-25
- $216M
- Total assets Near avg plan size
- 1,057
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $204,517
- Avg per participant Above avg balance/head
Official DOL plan name: Pima Medical Institute Employee Stock Ownership Plan · Sponsored by Vocational Training Institutes,Inc. · Arizona · Educational Services
$216M in assets, 1,057 participants
Vocational Training Institutes,Inc.'s Pima Medical Institute Employee Stock Ownership Plan reported $216M in total assets and 1,057 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #3,430 in Educational Services (3,735 peers)
Where Pima Medical Institute Employee Stock Ownership Plan sits by assets
Pima Medical Institute Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $216M for 1,057 participants (~$204,517/participant), up 13.6% in 2023.
- #3,430
- in Educational Services (3,735 peers)
- +13.6%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Pima Medical Institute Employee Stock Ownership Plan's outsized position by total assets
Pima Medical Institute Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$216,174,467 Top 5% higher than 95% 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
Pima Medical Institute Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pima Medical Institute Employee Stock Ownership Plan lands in the large band (1,057 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pima Medical Institute Employee Stock Ownership Plan reported net income rose from -$12M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Pima Medical Institute Employee Stock Ownership Plan reported participants fell from 1,362 in the plan year 2022 filing to 1,057 in the plan year 2023 filing.
- Pima Medical Institute Employee Stock Ownership Plan end-of-year assets rose from $190M in the plan year 2022 filing to $216M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 860260863 · Vocational Training Institutes,Inc. PY 2023 · ESOP
Pima Medical Institute Employee Stock Ownership Plan · $216M · 1,057 · 95th
- EOY $216M
- EOY 1,057
- EOY 95th
- EOY ESOP
- EOY near Holden Industries, Inc. Employee Stock Ownership Plan
- EOY ind #3430
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 Arizona →
Pima Medical Institute Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $190M |
|---|---|
| Net Assets (End of Year) | $179M |
| Net Income | $27M |
| Employer EIN | 860260863 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vocational Training Institutes,Inc.)
Sponsor-wide plan assets over time
All Vocational Training Institutes,Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $283M 19.535601379885055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,456 | $237M |
| 2023 | 2 | 2,160 | $267M |
| 2024 | 2 | 2,180 | $283M |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.1B · 2,392
- U-Haul Holding Company Employee Stock Ownership Plan $619M · 19,740
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $313M · 253
- Wilson Electric Services Corp. Employee Stock Ownership Plan $167M · 726
- Rvr Employee Stock Ownership Plan $161M · 136
Pima Medical Institute Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Holden Industries, Inc. Employee Stock Ownership Plan in IL ($217M); by covered participants it is Mrmc ESOP in TX (1,051 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($216M here).
- Holden Industries, Inc. Employee Stock Ownership Plan (IL) $217M · 1,291
- L/B Water Service, Inc. Employee Stock Ownership Plan (PA) $215M · 208
- Litehouse, Inc. Employee Stock Ownership Plan (ID) $218M · 1,130
- Pace Supply Corporation Employee Stock Ownership Plan (CA) $218M · 1,148
Similar participant headcount
Nearest other-state filings by covered participants (1,057 participants); asset peers above are excluded.
- Mrmc ESOP (TX) 1,051 · 6 off
- Conair LLC Savings and Investment Plan (NJ) 1,050 · 7 off
- Royal Technologies Corporation Employee Stock Ownership Plan (MI) 1,049 · 8 off
- C&k Market, Inc. Employee Stock Ownership Plan (OR) 1,066 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.