ESOP · DOL Form 5500 · 2024

P.T. Services Rehabilitation, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
183
Participants Below avg headcount
34th
Percentile by assets National rank
$16,475
Avg per participant Low balance/head
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Official DOL plan name: P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan · Sponsored by P.T. Services Rehabilitation, Inc. · Ohio · Healthcare & Social Assistance

$3M in assets, 183 participants

P.T. Services Rehabilitation, Inc.'s P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan reported $3M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,809 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan covers 183 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#5,809
in Healthcare & Social Assistance (16,916 peers)
-3.3%
assets change YoY

P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,014,918 34th percentile higher than 34% 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

P.T. Services Rehabilitation, Inc. 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. P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan reported net income fell from $857K in the plan year 2023 filing to $629K in the plan year 2024 filing.
  • P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan reported participants fell from 201 in the plan year 2023 filing to 183 in the plan year 2024 filing.
  • P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 341222395 · P.T. Services Rehabilitation, Inc. PY 2024 · ESOP

P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan · $3M · 183 · 34th

  • IND $3M
  • EOY 183
  • 5500 34th
  • ASSETS ESOP
  • PCT near Oates Associates, Inc. Employee Stock Ownership Plan
  • EIN ind #5809

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 Ohio →

P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tcm Employee Stock Ownership PlanTcm Employee Stock Ownership…$3MP.T. Services Rehabilitation, Inc. Employee Stock Ownership PlanP.T. Services Rehabilitation…$3MOates Associates, Inc. Employee Stock Ownership PlanOates Associates, Inc. Emplo…$3MThe Vault Employee Stock Ownership PlanThe Vault Employee Stock Own…$3MA Technological Advantage, Inc. Employee Stock Ownership PlanA Technological Advantage, I…$3M
End-of-year total assets ($M) among P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

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

Sponsor Plan History (P.T. Services Rehabilitation, Inc.)

Sponsor-wide plan assets over time

All P.T. Services Rehabilitation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 28.479534626938868% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.9M $25.6M ▲ +28.5%
Year Plans Participants Total Assets
2022 2 466 $20M
2023 2 462 $25M
2024 2 449 $26M

Nearby ESOP Plans in Ohio

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

P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003014918 · Participants: 183P.T. Services Rehabilitation, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Oates Associates, Inc. Employee Stock Ownership Plan in IL ($3M); by covered participants it is Power House Plastering Employee Stock Ownership Plan in NV (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan edged down modestly - down 3.3% during 2024, from $3M to $3M. Reported net income was $629K.
How have P.T. Services Rehabilitation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P.T. Services Rehabilitation, Inc.'s sponsor-wide assets grew 28.5%, from $20M to $26M.
Which ESOP plans are similar in size to P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Oates Associates, Inc. Employee Stock Ownership Plan in IL ($3M, 80 participants).
Which ESOP plans cover a similar participant headcount to P.T. Services Rehabilitation, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Power House Plastering Employee Stock Ownership Plan in NV (183 participants, $10M 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 341222395.

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.