ESOP · DOL Form 5500 · 2024

Pt Financial Holdings, Inc. ESOP

Data updated 2026-08-25

$126M
Total assets Near avg plan size
323
Participants Below avg headcount
92nd
Percentile by assets National rank
$390,158
Avg per participant High balance/head
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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.

  • #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.

#7,477
in Finance & Insurance (8,549 peers)
+6.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Mission Driven Employee Stock Ownership Plan's outsized position 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

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

Mission Driven 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. Mission Driven Employee Stock Ownership Plan sits mid-pack in the medium band (323 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 853472855 · Pt Financial Holdings, Inc. PY 2024 · ESOP

Mission Driven Employee Stock Ownership Plan · $126M · 323 · 92nd

  • PCT $126M
  • PCT 323
  • PCT 92nd
  • PCT ESOP
  • PCT near Sonalysts, Inc. Employee Stock Ownership Plan
  • PCT ind #7477

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 →

Mission Driven Employee Stock Ownership Plan in the asset neighbourhood

Communications International, Inc. Employee Stock Ownership Plan and TrustCommunications International…$127MMission Driven Employee Stock Ownership PlanMission Driven Employee Stoc…$126MSonalysts, Inc. Employee Stock Ownership PlanSonalysts, Inc. Employee Sto…$126MAqua Metric Sales Company Employee Stock Ownership PlanAqua Metric Sales Company Em…$126MGbs Corp & Subsidiaries Employee Stock Ownership Plan & TrustGbs Corp & Subsidiaries Empl…$125M
End-of-year total assets ($M) among Mission Driven Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$119M
Net Assets (End of Year)$53M
Net Income$10M
Employer EIN853472855
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pt Financial Holdings, Inc.)

Sponsor-wide plan assets over time

All Pt Financial Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$234M 139.1996937681825% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $98M $234M ▲ +139.2%
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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Mission Driven Employee Stock Ownership Plan, Total assets ($B): 0.126020892 · Participants: 323Mission Driven Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Mission Driven Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Mission Driven Employee Stock Ownership Plan side-by-side with 3 peers →

Mission Driven Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Sonalysts, Inc. Employee Stock Ownership Plan in CT ($126M); by covered participants it is Span Employee Stock Ownership Plan in CA (323 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (323 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 Mission Driven Employee Stock Ownership Plan assets move in 2024? ▼
Mission Driven Employee Stock Ownership Plan grew at a solid clip - up 6.3% during 2024, from $119M to $126M. Reported net income was $10M.
How have Pt Financial Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pt Financial Holdings, Inc.'s sponsor-wide assets grew 139.2%, from $98M to $234M.
Where does Mission Driven Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mission Driven Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Mission Driven Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sonalysts, Inc. Employee Stock Ownership Plan in CT ($126M, 417 participants).
Which ESOP plans cover a similar participant headcount to Mission Driven Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Span Employee Stock Ownership Plan in CA (323 participants, $93M 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 853472855.

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.