ESOP · DOL Form 5500 · 2024

Control Associates, Inc. ESOP

Data updated 2026-08-25

$43M
Total assets Below avg plan size
168
Participants Small participant base
82nd
Percentile by assets National rank
$255,844
Avg per participant Above avg balance/head
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Official DOL plan name: Control Associates, Inc. Employee Stock Ownership Plan · Sponsored by Control Associates, Inc. · New Jersey · Wholesale Trade

$43M in assets, 168 participants

Control Associates, Inc.'s Control Associates, Inc. Employee Stock Ownership Plan reported $43M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,030 in Wholesale Trade (6,080 peers)

Coverage in New Jersey

Control Associates, Inc. Employee Stock Ownership Plan covers 168 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $43M.

#5,030
in Wholesale Trade (6,080 peers)
+27.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Control Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Control Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$42,981,801 Top 18% higher than 82% 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

Control Associates, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Control Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Control Associates, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Control Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $34M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Control Associates, Inc. Employee Stock Ownership Plan reported participants rose from 150 in the plan year 2023 filing to 168 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 221629238 · Control Associates, Inc. PY 2024 · ESOP

Control Associates, Inc. Employee Stock Ownership Plan · $43M · 168 · 82nd

  • ASSETS $43M
  • ASSETS 168
  • ASSETS 82nd
  • ASSETS ESOP
  • ASSETS near Inside Edge Employee Stock Ownership Plan
  • ASSETS ind #5030

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 New Jersey →

Control Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Oftedal Construction, Inc. Employee Stock Ownership PlanOftedal Construction, Inc. E…$43MThe Will-Burt Company Employee Stock Ownership Trust and PlanThe Will-Burt Company Employ…$43MFolience, Inc. Employee Stock Ownership PlanFolience, Inc. Employee Stoc…$43MInside Edge Employee Stock Ownership PlanInside Edge Employee Stock O…$43MControl Associates, Inc. Employee Stock Ownership PlanControl Associates, Inc. Emp…$43M
End-of-year total assets ($M) among Control Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$43M
Net Income$9M
Employer EIN221629238
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Control Associates, Inc.)

Sponsor-wide plan assets over time

All Control Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 119.87039236282638% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $31.1M $68.5M ▲ +119.9%
Year Plans Participants Total Assets
2022 1 116 $31M
2023 2 256 $55M
2024 2 310 $68M

Nearby ESOP Plans in New Jersey

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

Control Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants Control Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 42.981801 · Participants: 168Control Associates, Inc. Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 446.25 · Participants: 1176Okonite Company Employees Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 302.820247 · Participants: 1275Conair LLC Savings and Investment PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 280.534757 · Participants: 1740Mathematica Group Holding Inc. Employee Stock Ownership PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 105.2481 · Participants: 199Amboy Bancorporation Employee Stock Ownership PlanRailroad Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.816327 · Participants: 144Railroad Construction Company, Inc. Employee Stock Ownership Plan
Control Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Control Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Control Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Inside Edge Employee Stock Ownership Plan in MN ($43M); by covered participants it is Cornerstone Systems, Inc. Employee Stock Ownership Plan in TN (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

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 Control Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Control Associates, Inc. Employee Stock Ownership Plan grew sharply - up 27.3% during 2024, from $34M to $43M. Reported net income was $9M.
How have Control Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Control Associates, Inc.'s sponsor-wide assets grew 119.9%, from $31M to $68M.
Where does Control Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Control Associates, Inc. Employee Stock Ownership Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Control Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Inside Edge Employee Stock Ownership Plan in MN ($43M, 202 participants).
Which ESOP plans cover a similar participant headcount to Control Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cornerstone Systems, Inc. Employee Stock Ownership Plan in TN (168 participants, $44M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221629238.

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.