ESOP · DOL Form 5500 · 2024

The Platt Bros. & Co. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
62
Participants Small participant base
26th
Percentile by assets National rank
$22,939
Avg per participant Low balance/head
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Official DOL plan name: The Platt Brothers & Company Employee Stock Ownership Plan · Sponsored by The Platt Bros. & Co. · Connecticut · Manufacturing

$1M in assets, 62 participants

The Platt Bros. & Co.'s The Platt Brothers & Company Employee Stock Ownership Plan reported $1M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,056 in Manufacturing (17,777 peers)

The Platt Bros. & Co. multi-year trail

The Platt Bros. & Co.'s plans moved +24.3% in assets from 2022 to 2024; this filing shows The Platt Brothers & Company Employee Stock Ownership Plan at $1M / 62 participants.

#2,056
in Manufacturing (17,777 peers)
-4.3%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Platt Brothers & Company Employee Stock Ownership Plan among the smaller filed plans by assets

The Platt Brothers & Company Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,422,197 26th percentile higher than 26% of 123,620 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 2024

The Platt Brothers & Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Platt Brothers & Company Employee Stock Ownership Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Platt Brothers & Company Employee Stock Ownership Plan reported net income rose from -$237K in the plan year 2023 filing to -$66K in the plan year 2024 filing.
  • The Platt Brothers & Company Employee Stock Ownership Plan reported participants fell from 71 in the plan year 2023 filing to 62 in the plan year 2024 filing.
  • The Platt Brothers & Company Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 060495580 · The Platt Bros. & Co. PY 2024 · ESOP

The Platt Brothers & Company Employee Stock Ownership Plan · $1M · 62 · 26th

  • TYPE $1M
  • TYPE 62
  • TYPE 26th
  • TYPE ESOP
  • TYPE near Charles Tool & Supply, Inc. Employee Stock Ownership Plan
  • TYPE ind #2056

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 Connecticut →

The Platt Brothers & Company Employee Stock Ownership Plan in the asset neighbourhood

Pipe Valves, Inc. Employee Stock Ownership PlanPipe Valves, Inc. Employee S…$1MKennett Bancshares, Inc Employee Stock Ownership PlanKennett Bancshares, Inc Empl…$1MThe Platt Brothers & Company Employee Stock Ownership PlanThe Platt Brothers & Company…$1MCharles Tool & Supply, Inc. Employee Stock Ownership PlanCharles Tool & Supply, Inc. …$1MGreenvale Liquors, Inc. Employee Stock Ownership PlanGreenvale Liquors, Inc. Empl…$1M
End-of-year total assets ($M) among The Platt Brothers & Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

The Platt Bros. & Co. multi-year asset trail

Sponsor-wide plan assets over time

All The Platt Bros. & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 24.31640337810765% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.3M $14.1M ▲ +24.4%
Year Plans Participants Total Assets
2022 2 165 $11M
2023 2 159 $12M
2024 2 138 $14M

The Platt Bros. & Co. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$66K
Employer EIN060495580
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Connecticut

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

The Platt Brothers & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0200400600 -1000100200300400 Total assets ($M) Participants The Platt Brothers & Company Employee Stock Ownership Plan, Total assets ($M): 1.422197 · Participants: 62The Platt Brothers & Company Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 304.806344 · Participants: 327Mott Corporation Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 127.985465 · Participants: 309Bl Companies, Inc. Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.874922 · Participants: 417Sonalysts, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.815259 · Participants: 572Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 106.406355 · Participants: 110Twin Mro Employee Stock Ownership Plan
The Platt Brothers & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants

The Platt Brothers & Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Charles Tool & Supply, Inc. Employee Stock Ownership Plan in PA ($1M); by covered participants it is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Platt Brothers & Company Employee Stock Ownership Plan assets move in 2024?
The Platt Brothers & Company Employee Stock Ownership Plan edged down modestly - down 4.3% during 2024, from $1M to $1M. Reported net income was -$66K.
How have The Platt Bros. & Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Platt Bros. & Co.'s sponsor-wide assets grew 24.3%, from $11M to $14M.
Which ESOP plans are similar in size to The Platt Brothers & Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Charles Tool & Supply, Inc. Employee Stock Ownership Plan in PA ($1M, 9 participants).
Which ESOP plans cover a similar participant headcount to The Platt Brothers & Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Comgraphics, Inc. Employee Stock Ownership Plan in IL (62 participants, $12M in assets).