ESOP · DOL Form 5500 · 2024
Personal Touch Holding Corp. ESOP
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 961
- Participants Near avg headcount
- 72nd
- Percentile by assets National rank
- $22,746
- Avg per participant Low balance/head
Official DOL plan name: Personal Touch Home Care Employee Stock Ownership Plan · Sponsored by Personal Touch Holding Corp. · New York · Healthcare & Social Assistance
$22M in assets, 961 participants
Personal Touch Holding Corp.'s Personal Touch Home Care Employee Stock Ownership Plan reported $22M in total assets and 961 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #12,900 in Healthcare & Social Assistance (16,916 peers)
Personal Touch Holding Corp. multi-year trail
Personal Touch Holding Corp.'s plans moved -66.1% in assets from 2022 to 2024; this filing shows Personal Touch Home Care Employee Stock Ownership Plan at $22M / 961 participants.
- #12,900
- in Healthcare & Social Assistance (16,916 peers)
- -61.4%
- assets change YoY
The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Personal Touch Home Care Employee Stock Ownership Plan's outsized position by total assets
Personal Touch Home Care Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,858,834 Top 28% higher than 72% 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
Personal Touch Home Care 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. Personal Touch Home Care Employee Stock Ownership Plan sits mid-pack in the medium band (961 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Personal Touch Home Care Employee Stock Ownership Plan reported net income fell from -$7M in the plan year 2023 filing to -$35M in the plan year 2024 filing.
- Personal Touch Home Care Employee Stock Ownership Plan end-of-year assets fell from $57M in the plan year 2023 filing to $22M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 510311266 · Personal Touch Holding Corp. PY 2024 · ESOP
Personal Touch Home Care Employee Stock Ownership Plan · $22M · 961 · 72nd
- VS-ST $22M
- VS-ST 961
- VS-ST 72nd
- VS-ST ESOP
- VS-ST near Dennis Beverage Company Employee Stock Ownership Plan
- VS-ST ind #12900
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 New York →
Personal Touch Home Care Employee Stock Ownership Plan in the asset neighbourhood
Personal Touch Holding Corp. multi-year asset trail
Sponsor-wide plan assets over time
All Personal Touch Holding Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 66.10394298075155% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,089 | $64M |
| 2023 | 1 | 963 | $57M |
| 2024 | 1 | 961 | $22M |
Personal Touch Holding Corp. filing trail (2024)
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$35M |
| Employer EIN | 510311266 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
- North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
- Griffon Corporation Employee Stock Ownership Plan $306M · 3,209
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
Personal Touch Home Care Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Dennis Beverage Company Employee Stock Ownership Plan in ME ($22M); by covered participants it is Acrt Services, Inc. Employee Stock Ownership Plan in OH (960 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Dennis Beverage Company Employee Stock Ownership Plan (ME) $22M · 158
- Colorado Cleanup Corporation Employee Stock Ownership Plan (CO) $22M · 48
- Financial Statement Services, Inc. Employee Stock Ownership Plan and Trust (CA) $22M · 210
- Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan (CT) $22M · 156
Similar participant headcount
Nearest other-state filings by covered participants (961 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.