ESOP · DOL Form 5500 · 2024

Control Associates, Inc. ESOP

Data updated 2026-07-24

$43M
Total assets: 168
Participants: 82nd
Percentile by assets: $255,844
Avg per participant

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.

82nd percentile by assets (of 116,472 plans)

Coverage in New Jersey

Control Associates, Inc. Employee Stock Ownership Plan covers 168 participants in New Jersey, about 19% of the average New Jersey filer (state average ~865 per filing). Assets: $43M.

$43M
total plan assets (2024 EOY): 168
covered participants: 82nd
percentile by assets (of 116,472 plans): $255,844
avg assets per participant

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 →

State

New Jersey

Industry

Wholesale Trade

Participants vs New Jersey filers

In New Jersey, the average filing covers about 865 participants across 3,927 plans. Control Associates, Inc. Employee Stock Ownership Plan reports 168 participants - about 19% of that state average ($43M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)	$34M
Net Assets (End of Year)	$43M
Net Income	$9M
Employer EIN	221629238
Plan Effective Date	1979-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Control Associates, Inc.)

Total plan assets by year, all Control Associates, Inc. plans on file

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

Okonite Company Employees Stock Ownership Plan $446M · 1,176
Conair LLC Savings and Investment Plan $303M · 1,275
Mathematica Group Holding Inc. Employee Stock Ownership Plan $281M · 1,740
Amboy Bancorporation Employee Stock Ownership Plan $105M · 199
Railroad Construction Company, Inc. Employee Stock Ownership Plan $88M · 144

Compare Control Associates, Inc. Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Control Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

Inside Edge Employee Stock Ownership Plan (MN) $43M · 202
Folience, Inc. Employee Stock Ownership Plan (IA) $43M · 447
The Will-Burt Company Employee Stock Ownership Trust and Plan (OH) $43M · 247
Oftedal Construction, Inc. Employee Stock Ownership Plan (MT) $43M · 94

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 116,472 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).

Next read for Control Associates, Inc. Employee Stock …

Filing takeaways

Ways to act on Control Associates, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Control Associates, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in New Jersey. Compare plans
Control Associates, Inc.'s sponsor-wide assets have grown 119.9% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.