ESOP · DOL Form 5500 · 2024
Kta-Tator Inc. Employee Stock Ownership Trust ESOP
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 269
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $69,871
- Avg per participant Below avg balance/head
Official DOL plan name: Kta-Tator Inc, Employee Stock Ownership Plan · Sponsored by Kta-Tator Inc. Employee Stock Ownership Trust · Pennsylvania · Professional & Technical Services
$19M in assets, 269 participants
Kta-Tator Inc. Employee Stock Ownership Trust's Kta-Tator Inc, Employee Stock Ownership Plan reported $19M in total assets and 269 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #13,763 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Kta-Tator Inc, Employee Stock Ownership Plan covers 269 participants in Pennsylvania, about 33% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.
- #13,763
- in Professional & Technical Services (20,173 peers)
- +9.9%
- assets growth YoY
Kta-Tator Inc, Employee Stock Ownership Plan's outsized position by total assets
Kta-Tator Inc, Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,795,251 Top 31% higher than 69% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kta-Tator 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. Kta-Tator Inc, Employee Stock Ownership Plan sits mid-pack in the medium band (269 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kta-Tator Inc, Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Kta-Tator Inc, Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Kta-Tator Inc, Employee Stock Ownership Plan reported participants rose from 252 in the plan year 2023 filing to 269 in the plan year 2024 filing.
DOL schedule card
Filing strip 276474628 · Kta-Tator Inc. Employee Stock Ownership Trust PY 2024 · ESOP
Kta-Tator Inc, Employee Stock Ownership Plan · $19M · 269 · 69th
- SCH $19M
- EBSA 269
- PART 69th
- TYPE ESOP
- NET near Peterson Brothers Construction, Inc. Employee Stock Ownership Plan
- BOOK ind #13763
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 Pennsylvania →
Kta-Tator Inc, Employee Stock Ownership Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 276474628 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kta-Tator Inc. Employee Stock Ownership Trust)
Sponsor-wide plan assets over time
All Kta-Tator Inc. Employee Stock Ownership Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 16.796272859792033% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 257 | $16M |
| 2023 | 1 | 252 | $17M |
| 2024 | 1 | 269 | $19M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
- Sheetz, Inc. Employee Stock Ownership Plan $721M · 14,939
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
Kta-Tator Inc, Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Peterson Brothers Construction, Inc. Employee Stock Ownership Plan in CA ($19M); by covered participants it is Ownersedge Employee Stock Ownership Plan in WI (269 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (269 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.