ESOP · DOL Form 5500 · 2024

Petretti Corporation ESOP

Data updated 2026-08-25

$655K
Total assets Small plan by assets
20
Participants Small participant base
20th
Percentile by assets National rank
$32,750
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Petretti Corporation Employee Stock Ownership Plan · Sponsored by Petretti Corporation · New York · Professional & Technical Services

$655K in assets, 20 participants

Petretti Corporation's Petretti Corporation Employee Stock Ownership Plan reported $655K in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,052 in Professional & Technical Services (20,173 peers)

2024 asset change

Petretti Corporation Employee Stock Ownership Plan grew at a solid clip 9.0% in 2024 ($601K → $655K) for 20 participants.

#3,052
in Professional & Technical Services (20,173 peers)
+9.0%
assets growth YoY

Petretti Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

Petretti Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$655,000 20th percentile higher than 20% 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

Petretti Corporation 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. Petretti Corporation Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Petretti Corporation Employee Stock Ownership Plan reported net income rose from $439K in the plan year 2023 filing to $494K in the plan year 2024 filing.
  • Petretti Corporation Employee Stock Ownership Plan end-of-year assets rose from $601K in the plan year 2023 filing to $655K in the plan year 2024 filing.
  • Petretti Corporation Employee Stock Ownership Plan reported participants fell from 21 in the plan year 2023 filing to 20 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 833574634 · Petretti Corporation PY 2024 · ESOP

Petretti Corporation Employee Stock Ownership Plan · $655K · 20 · 20th

  • PART $655K
  • PART 20
  • PART 20th
  • PART ESOP
  • PART near Furman Foods, Inc. Employee Stock Ownership Plan
  • PART ind #3052

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 York →

Petretti Corporation Employee Stock Ownership Plan in the asset neighbourhood

Petretti Corporation Employee Stock Ownership PlanPetretti Corporation Employe…$655KJ&k Security Solutions Employee Stock Ownership PlanJ&k Security Solutions Emplo…$659KAtredis Employee Stock Ownership PlanAtredis Employee Stock Owner…$660KFurman Foods, Inc. Employee Stock Ownership PlanFurman Foods, Inc. Employee …$652KFirstar Fiber, Inc. Employee Stock Ownership PlanFirstar Fiber, Inc. Employee…$649K
End-of-year total assets ($M) among Petretti Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Petretti Corporation years around the 2024 move

Sponsor-wide plan assets over time

All Petretti Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$655K 9.715242881072026% vs 2022
2024 filing year
$0.58M$0.6M$0.62M$0.64M$0.66M$0.68M 202220232024 $0.6M $0.66M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 19 $597K
2023 1 21 $601K
2024 1 20 $655K

2024 asset-move particulars

Total Assets (Beginning of Year)$601K
Net Assets (End of Year)-$3M
Net Income$494K
Employer EIN833574634
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Petretti Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Petretti Corporation Employee Stock Ownership Plan, Total assets ($M): 0.655 · Participants: 20Petretti Corporation Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Petretti Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Petretti Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Furman Foods, Inc. Employee Stock Ownership Plan in PA ($652K); by covered participants it is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Petretti Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Petretti Corporation Employee Stock Ownership Plan grew at a solid clip - up 9.0% during 2024, from $601K to $655K. Reported net income was $494K.
How have Petretti Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Petretti Corporation's sponsor-wide assets grew 9.7%, from $597K to $655K.
Where does Petretti Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Petretti Corporation Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Petretti Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Furman Foods, Inc. Employee Stock Ownership Plan in PA ($652K, 76 participants).
Which ESOP plans cover a similar participant headcount to Petretti Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants, $12M 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 833574634.

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.