ESOP · DOL Form 5500 · 2024

Penta Research, Inc. ESOP

Data updated 2026-08-11

$24M
Total assets
116
Participants
74th
Percentile by assets
$208,251
Avg per participant
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Official DOL plan name: Penta Research Incorporated Employee Stock Ownership Plan · Sponsored by Penta Research, Inc. · Alabama · Professional & Technical Services

$24M in assets, 116 participants

Penta Research, Inc.'s Penta Research Incorporated Employee Stock Ownership Plan reported $24M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • 74th percentile by assets (of 123,622 plans)
  • #14,809 in Professional & Technical Services (20,173 peers)

Coverage in Alabama

Penta Research Incorporated Employee Stock Ownership Plan covers 116 participants in Alabama, about 32% of the average Alabama filer (state average ~360 per filing). Assets: $24M.

$24M
total plan assets (2024 EOY)
116
covered participants
74th
percentile by assets (of 123,622 plans)
$208,251
avg assets per participant

Where Penta Research Incorporated Employee Stock Ownership Plan sits by total assets

Penta Research Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$24,157,120 Top 26% higher than 74% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Penta Research Incorporated Employee Stock Ownership Plan reported participants fell from 131 in the plan year 2023 filing to 116 in the plan year 2024 filing.
  • Penta Research Incorporated Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Penta Research Incorporated Employee Stock Ownership Plan end-of-year assets rose from $23M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Alabama
Industry
Professional & Technical Services

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. Penta Research Incorporated Employee Stock Ownership Plan reports 116 participants - about 32% of that state average ($24M EOY assets).

Alabama filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN631284082
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Penta Research, Inc.)

$55M$60M$65M$70M$75M 202220232024 $56.9M $68.8M ▲ +20.9%
Total plan assets by year, all Penta Research, Inc. plans on file
Year Plans Participants Total Assets
2022 2 280 $57M
2023 2 261 $64M
2024 2 232 $69M

Nearby ESOP Plans in Alabama

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

Penta Research Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600 Total assets ($M) Participants Penta Research Incor…, Total assets ($M): 24.15712 · Participants: 116Penta Research Incor…Starfish Holdings, I…, Total assets ($M): 515.369863 · Participants: 1644Starfish Holdings, I…Inline Electric Empl…, Total assets ($M): 242.741411 · Participants: 298Inline Electric Empl…Signature Homes Empl…, Total assets ($M): 224.790459 · Participants: 125Signature Homes Empl…Radiance Technologie…, Total assets ($M): 194.917315 · Participants: 1041Radiance Technologie…Employee Stock Owner…, Total assets ($M): 181.843353 · Participants: 958Employee Stock Owner…
Penta Research Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Penta Research Incorporated Employee Sto… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Penta Research Incorporated Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Penta Research Incorporated Employee Stock Ownership Plan assets move in 2024? ▼
Penta Research Incorporated Employee Stock Ownership Plan edged up modestly - up 4.5% during 2024, from $23M to $24M. Reported net income was $3M.
How have Penta Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penta Research, Inc.'s sponsor-wide assets grew 20.9%, from $57M to $69M.
Which ESOP plans are similar in size to Penta Research Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ect Employee Stock Ownership Plan in FL ($24M, 166 participants).

Next read for Penta Research Incorporated Employee Sto…

Filing takeaways

Ways to act on Penta Research Incorporated Employee Stock Ownership Plan's numbers.

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 631284082.

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.