Other
2023 plan-year Other DOL Form 5500

PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PTA CORPORATION

This Other plan holds $21M in total assets and serves 183 participants as of 2023. It is sponsored by PTA CORPORATION in Connecticut. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$21M
Participants
183
State
Industry
Manufacturing

What the Filing Says About PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by PTA CORPORATION, headquartered in Connecticut. As of the 2023 Form 5500 filing, the plan reports $21M in total end-of-year assets and covers 183 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 363334974, and the plan has been effective since 2010-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2023 to $21M at year-end — a gain of 16.7%. Net assets (after liabilities) closed the year at $15M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$21M
Net Assets (End of Year)$15M
Net Income$4M
Plan TypeOther
Employer EIN363334974
Plan Effective Date2010-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PTA CORPORATION)

Year Plans Participants Total Assets
2022 2 426 $40M
2023 2 419 $44M
2024 1 210 $19M

Nearby Other Plans in Connecticut

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

Frequently Asked Questions

How much money is in the PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN holds $21M in total assets with 183 participants. It is sponsored by PTA CORPORATION.
What type of plan is PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2010-09-01. The plan is filed with the U.S. Department of Labor under EIN 363334974.
Who sponsors the PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by PTA CORPORATION, located in Connecticut. The sponsor's EIN is 363334974 and the plan operates in the Manufacturing industry.
How did PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN grew by 16.7% during 2023, moving from $18M to $21M in total assets. Net income was $4M.
Where can I find official filings for PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 363334974 or plan name at efast.dol.gov.
How does PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 363334974.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.