ESOP · DOL Form 5500 · 2024

Penta Research, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
116
Participants Small participant base
74th
Percentile by assets National rank
$208,251
Avg per participant Above avg balance/head
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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.

  • #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.

#14,809
in Professional & Technical Services (20,173 peers)
+4.5%
assets growth YoY

Penta Research Incorporated Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Penta Research Incorporated 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. Penta Research Incorporated Employee Stock Ownership Plan sits mid-pack in the medium band (116 participants).

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 →

EBSA filing schedule strip

Filing strip 631284082 · Penta Research, Inc. PY 2024 · ESOP

Penta Research Incorporated Employee Stock Ownership Plan · $24M · 116 · 74th

  • TYPE $24M
  • NET 116
  • BOOK 74th
  • VS-ST ESOP
  • BOY near Ect Employee Stock Ownership Plan
  • SCH ind #14809

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 Alabama →

Penta Research Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Rice Services, Inc. Employee Stock Ownership PlanRice Services, Inc. Employee…$24MPariveda Solutions, Inc. Employee Stock Ownership PlanPariveda Solutions, Inc. Emp…$24MPenta Research Incorporated Employee Stock Ownership PlanPenta Research Incorporated …$24MEct Employee Stock Ownership PlanEct Employee Stock Ownership…$24MUnited Abrasives, Inc. & S.a.I.T. Overseas Trading & Technical Corp Profit Sharing PlanUnited Abrasives, Inc. & S.a…$24M
End-of-year total assets ($M) among Penta Research Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Penta Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 20.92975360216644% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $56.9M $68.8M ▲ +20.9%
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 ($M) Participants Penta Research Incorporated Employee Stock Ownership Plan, Total assets ($M): 24.15712 · Participants: 116Penta Research Incorporated Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 515.369863 · Participants: 1644Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 242.741411 · Participants: 298Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 224.790459 · Participants: 125Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 194.917315 · Participants: 1041Radiance Technologies, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries, Total assets ($M): 181.843353 · Participants: 958Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries
Penta Research Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Penta Research Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Penta Research Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Ect Employee Stock Ownership Plan in FL ($24M); by covered participants it is Siteworks Holding Co., Inc. Employee Stock Ownership Plan in AZ (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 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).
Which ESOP plans cover a similar participant headcount to Penta Research Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Siteworks Holding Co., Inc. Employee Stock Ownership Plan in AZ (116 participants, $22M 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 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.