ESOP · DOL Form 5500 · 2024
Pt Financial Holdings, Inc. ESOP
Data updated 2026-08-11
- $126M
- Total assets
- 323
- Participants
- 92nd
- Percentile by assets
- $390,158
- Avg per participant
Official DOL plan name: Mission Driven Employee Stock Ownership Plan · Sponsored by Pt Financial Holdings, Inc. · Illinois · Finance & Insurance
$126M in assets, 323 participants
Pt Financial Holdings, Inc.'s Mission Driven Employee Stock Ownership Plan reported $126M in total assets and 323 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #7,477 in Finance & Insurance (8,549 peers)
Coverage in Illinois
Mission Driven Employee Stock Ownership Plan covers 323 participants in Illinois, about 41% of the average Illinois filer (state average ~779 per filing). Assets: $126M.
- $126M
- total plan assets (2024 EOY)
- 323
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $390,158
- avg assets per participant
Where Mission Driven Employee Stock Ownership Plan sits by total assets
Mission Driven Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$126,020,892 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mission Driven Employee Stock Ownership Plan reported net income fell from $22M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Mission Driven Employee Stock Ownership Plan end-of-year assets rose from $119M in the plan year 2023 filing to $126M in the plan year 2024 filing.
- Mission Driven Employee Stock Ownership Plan reported participants rose from 310 in the plan year 2023 filing to 323 in the plan year 2024 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Mission Driven Employee Stock Ownership Plan reports 323 participants - about 41% of that state average ($126M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $10M |
| Employer EIN | 853472855 |
| Plan Effective Date | 2020-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pt Financial Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 272 | $98M |
| 2023 | 1 | 310 | $119M |
| 2024 | 2 | 683 | $234M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
Mission Driven Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Mission Driven Employee Stock Ownership Plan by total assets, not by location.
- Sonalysts, Inc. Employee Stock Ownership Plan (CT) $126M · 417
- Aqua Metric Sales Company Employee Stock Ownership Plan (CA) $126M · 47
- Gbs Corp & Subsidiaries Employee Stock Ownership Plan & Trust (OH) $125M · 186
- Communications International, Inc. Employee Stock Ownership Plan and Trust (FL) $127M · 143
Frequently Asked Questions
How did Mission Driven Employee Stock Ownership Plan assets move in 2024? ▼
How have Pt Financial Holdings, Inc. plan assets changed over time? ▼
Where does Mission Driven Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Mission Driven Employee Stock Ownership Plan? ▼
Next read for Mission Driven Employee Stock Ownership …
Filing takeaways
Ways to act on Mission Driven Employee Stock Ownership Plan's numbers.
- By total assets, Mission Driven Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Pt Financial Holdings, Inc.'s sponsor-wide assets have grown 139.2% since 2022 across 3 plan years on file. More Finance & Insurance plans