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
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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

Where Pta Corporation Employee Stock Ownership Plan sits by total assets

Pta Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$21,312,248 Top 26% higher than 74% of 127,068 filed plans

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Connecticut
Industry
Manufacturing

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 EIN363334974
Plan Effective Date2010-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pta Corporation)

$38M$40M$42M$44M$46M 202220232024 $39.6M $44.9M ▲ +13.3%
Total plan assets by year, all Pta Corporation plans on file
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 Scatter plot of 6 data points. 0100200300400500600 0100200300400 Total assets ($M) Participants Pta Corporation Empl…, Total assets ($M): 21.312248 · Participants: 183Pta Corporation Empl…Mott Corporation Emp…, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Emp…Sonalysts, Inc. Empl…, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Empl…Bl Companies, Inc. E…, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. E…Eurpac Service, Inc.…, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc.…Twin Mro Employee St…, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee St…
Pta Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Pta Corporation Employee Stock Ownership… side-by-side with 3 peers →

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

How did Pta Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Pta Corporation Employee Stock Ownership Plan grew sharply - up 16.7% during 2023, from $18M to $21M. Reported net income was $4M.
How have Pta Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pta Corporation's sponsor-wide assets grew 13.3%, from $40M to $45M.
Which ESOP plans are similar in size to Pta Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Citizens Bank Employee Stock Ownership and Retirement Savings Plan in NM ($21M, 101 participants).

Next read for Pta Corporation Employee Stock Ownership…

Filing takeaways

Ways to act on Pta Corporation Employee Stock Ownership Plan's numbers.

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.

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.