ESOP · DOL Form 5500 · 2023

Ptm Management Corp. ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
217
Participants Below avg headcount
79th
Percentile by assets National rank
$137,320
Avg per participant Near avg balance/head
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Official DOL plan name: Ptm Management Corp. Employee Stock Ownership Plan · Sponsored by Ptm Management Corp. · New York · Transportation & Warehousing

$30M in assets, 217 participants

Ptm Management Corp.'s Ptm Management Corp. Employee Stock Ownership Plan reported $30M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,618 in Transportation & Warehousing (3,362 peers)

Coverage in New York

Ptm Management Corp. Employee Stock Ownership Plan covers 217 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $30M.

#2,618
in Transportation & Warehousing (3,362 peers)
+59.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ptm Management Corp. Employee Stock Ownership Plan's outsized position by total assets

Ptm Management Corp. Employee Stock Ownership Plan vs every filed plan by assets

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

$29,798,368 Top 21% higher than 79% 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

Ptm Management Corp. 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. Ptm Management Corp. Employee Stock Ownership Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ptm Management Corp. Employee Stock Ownership Plan reported net income rose from -$9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Ptm Management Corp. Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Ptm Management Corp. Employee Stock Ownership Plan reported participants fell from 227 in the plan year 2022 filing to 217 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 113620341 · Ptm Management Corp. PY 2023 · ESOP

Ptm Management Corp. Employee Stock Ownership Plan · $30M · 217 · 79th

  • PART $30M
  • TYPE 217
  • NET 79th
  • BOOK ESOP
  • VS-ST near Tsc 401(k) Employee Stock Ownership Plan
  • BOY ind #2618

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 →

Ptm Management Corp. Employee Stock Ownership Plan in the asset neighbourhood

Ptm Management Corp. Employee Stock Ownership PlanPtm Management Corp. Employe…$30MTsc 401(k) Employee Stock Ownership PlanTsc 401(k) Employee Stock Ow…$30MPeerless Machine and Tool Corporation Employee Stock Ownership PlanPeerless Machine and Tool Co…$30MLodor Enterprises, Inc. Employee Stock Ownership PlanLodor Enterprises, Inc. Empl…$30MParman Holdings Corporation Employee Stock Ownership PlanParman Holdings Corporation …$30M
End-of-year total assets ($M) among Ptm Management Corp. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income$12M
Employer EIN113620341
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ptm Management Corp.)

Sponsor-wide plan assets over time

All Ptm Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 87.44127432480802% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $25.6M $47.9M ▲ +87.4%
Year Plans Participants Total Assets
2022 2 457 $26M
2023 2 434 $38M
2024 2 448 $48M

Nearby ESOP Plans in New York

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

Ptm Management Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Ptm Management Corp. Employee Stock Ownership Plan, Total assets ($M): 29.798368 · Participants: 217Ptm Management Corp. 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
Ptm Management Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Ptm Management Corp. Employee Stock Ownership Plan side-by-side with 3 peers →

Ptm Management Corp. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Tsc 401(k) Employee Stock Ownership Plan in MN ($30M); by covered participants it is Eon, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in MN (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Ptm Management Corp. Employee Stock Ownership Plan assets move in 2023? ▼
Ptm Management Corp. Employee Stock Ownership Plan surged - up 59.3% during 2023, from $19M to $30M. Reported net income was $12M.
How have Ptm Management Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ptm Management Corp.'s sponsor-wide assets grew 87.4%, from $26M to $48M.
Where does Ptm Management Corp. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ptm Management Corp. Employee Stock Ownership Plan ranks in the 79th 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 Ptm Management Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tsc 401(k) Employee Stock Ownership Plan in MN ($30M, 69 participants).
Which ESOP plans cover a similar participant headcount to Ptm Management Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eon, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in MN (217 participants, $9M 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 113620341.

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.