Other
2024 plan-year Other DOL Form 5500

P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

P.T. SERVICES REHABILITATION, INC.

This Other plan holds $3M in total assets and serves 183 participants as of 2024. It is sponsored by P.T. SERVICES REHABILITATION, INC. in Ohio. The plan reported positive net income of $629K for the year.

Total Assets (2023)
$3M
Participants
183
State
Industry
Healthcare & Social Assistance

What the Filing Says About P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by P.T. SERVICES REHABILITATION, INC., headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 183 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 341222395, and the plan has been effective since 2011-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2024 to $3M at year-end — a decline of 3.3%. Net assets (after liabilities) closed the year at $2M, with reported net income of $629K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$2M
Net Income$629K
Plan TypeOther
Employer EIN341222395
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P.T. SERVICES REHABILITATION, INC.)

Year Plans Participants Total Assets
2022 2 466 $20M
2023 2 462 $25M
2024 2 449 $26M

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Frequently Asked Questions

How much money is in the P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2024 Form 5500 filing, P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $3M in total assets with 183 participants. It is sponsored by P.T. SERVICES REHABILITATION, INC..
What type of plan is P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2011-01-01. The plan is filed with the U.S. Department of Labor under EIN 341222395.
Who sponsors the P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by P.T. SERVICES REHABILITATION, INC., located in Ohio. The sponsor's EIN is 341222395 and the plan operates in the Healthcare & Social Assistance industry.
How did P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2024?
P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN declined by 3.3% during 2024, moving from $3M to $3M in total assets. Net income was $629K.
Where can I find official filings for P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 341222395 or plan name at efast.dol.gov.
How does P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare P.T. SERVICES REHABILITATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 341222395.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.