ESOP · DOL Form 5500 · 2023
Pta Corporation ESOP
Data updated 2026-08-11
- $21M
- Total assets
- 183
- Participants
- 74th
- Percentile by assets
- $116,460
- Avg per participant
Official DOL plan name: Pta Corporation Employee Stock Ownership Plan · Sponsored by Pta Corporation · Connecticut · Manufacturing
$21M in assets, 183 participants
Pta Corporation's Pta Corporation Employee Stock Ownership Plan reported $21M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 127,072 plans)
- #11,967 in Manufacturing (18,722 peers)
Coverage in Connecticut
Pta Corporation Employee Stock Ownership Plan covers 183 participants in Connecticut, about 26% of the average Connecticut filer (state average ~718 per filing). Assets: $21M.
- $21M
- total plan assets (2023 EOY)
- 183
- covered participants
- 74th
- percentile by assets (of 127,072 plans)
- $116,460
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pta Corporation Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Pta Corporation Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Pta Corporation Employee Stock Ownership Plan reported participants rose from 178 in the plan year 2022 filing to 183 in the plan year 2023 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Pta Corporation Employee Stock Ownership Plan reports 183 participants - about 26% of that state average ($21M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $4M |
| Employer EIN | 363334974 |
| Plan Effective Date | 2010-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pta Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 426 | $40M |
| 2023 | 2 | 419 | $44M |
| 2024 | 2 | 461 | $45M |
Nearby ESOP Plans in Connecticut
Peer ESOP plans, same state, same plan type, ranked by total assets.
Pta Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
- Mott Corporation Employee Stock Ownership Plan $360M · 269
- Sonalysts, Inc. Employee Stock Ownership Plan $125M · 418
- Bl Companies, Inc. Employee Stock Ownership Plan $113M · 323
- Eurpac Service, Inc. Employee Stock Ownership Plan $96M · 529
- Twin Mro Employee Stock Ownership Plan $83M · 93
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Pta Corporation Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Pta Corporation Employee Stock Ownership Plan's numbers.
- By total assets, Pta Corporation Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Connecticut. Compare plans
- Pta Corporation's sponsor-wide assets have grown 13.3% since 2022 across 3 plan years on file. More Manufacturing plans