ESOP · DOL Form 5500 · 2023

Paktek Corporation ESOP

Data updated 2026-08-25

$420K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$420,386
Avg per participant High balance/head
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Official DOL plan name: Paktek Corporation Employee Stock Ownership Plan and Trust · Sponsored by Paktek Corporation · Illinois · Professional & Technical Services

$420K in assets, 1 participants

Paktek Corporation's Paktek Corporation Employee Stock Ownership Plan and Trust reported $420K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,524 in Professional & Technical Services (20,321 peers)

2023 asset change

Paktek Corporation Employee Stock Ownership Plan and Trust pulled back noticeably 11.7% in 2023 ($476K → $420K) for 1 participant.

#2,524
in Professional & Technical Services (20,321 peers)
-11.7%
assets change YoY

The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Paktek Corporation Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Paktek Corporation Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$420,386 16th percentile higher than 16% 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

Paktek Corporation Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paktek Corporation Employee Stock Ownership Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paktek Corporation Employee Stock Ownership Plan and Trust reported net income fell from $114K in the plan year 2022 filing to -$56K in the plan year 2023 filing.
  • Paktek Corporation Employee Stock Ownership Plan and Trust end-of-year assets fell from $525K in the plan year 2022 filing to $420K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 364178542 · Paktek Corporation PY 2023 · ESOP

Paktek Corporation Employee Stock Ownership Plan and Trust · $420K · 1 · 16th

  • PHOTO $420K
  • PHOTO 1
  • PHOTO 16th
  • PHOTO ESOP
  • PHOTO near Real Time Automation, Inc. Employee Stock Ownership Plan
  • PHOTO ind #2524

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 Illinois →

Paktek Corporation Employee Stock Ownership Plan and Trust in the asset neighbourhood

Paktek Corporation Employee Stock Ownership Plan and TrustPaktek Corporation Employee …$420KReal Time Automation, Inc. Employee Stock Ownership PlanReal Time Automation, Inc. E…$420KMaster Sheet Metal, Inc. Employee Stock Ownership PlanMaster Sheet Metal, Inc. Emp…$420KHorticultural Creations Holdings, Inc. Employee Stock Ownership PlanHorticultural Creations Hold…$419KAmende & Schultz, Inc. Employee Stock Ownership PlanAmende & Schultz, Inc. Emplo…$419K
End-of-year total assets ($M) among Paktek Corporation Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Paktek Corporation years around the 2023 move

Sponsor-wide plan assets over time

All Paktek Corporation plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.53M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $525K
2023 1 1 $420K
2024 1 1 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$476K
Net Assets (End of Year)$420K
Net Income-$56K
Employer EIN364178542
Plan Effective Date1997-09-05
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Paktek Corporation Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Paktek Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000420386 · Participants: 1Paktek Corporation Employee Stock Ownership Plan and TrustAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Paktek Corporation Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Paktek Corporation Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Paktek Corporation Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Real Time Automation, Inc. Employee Stock Ownership Plan in WI ($420K); by covered participants it is Residential Mortgage Funding, Inc. E.S.O.P. in CA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Paktek Corporation Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Paktek Corporation Employee Stock Ownership Plan and Trust pulled back noticeably - down 11.7% during 2023, from $476K to $420K. Reported net income was -$56K.
Where does Paktek Corporation Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Paktek Corporation Employee Stock Ownership Plan and Trust ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Paktek Corporation Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Real Time Automation, Inc. Employee Stock Ownership Plan in WI ($420K, 19 participants).
Which ESOP plans cover a similar participant headcount to Paktek Corporation Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Residential Mortgage Funding, Inc. E.S.O.P. in CA (1 participant, N/A 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 364178542.

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.