ESOP · DOL Form 5500 · 2024

Paula Teacher & Associates, Inc. ESOP

Data updated 2026-08-11

$2M
Total assets
78
Participants
27th
Percentile by assets
$20,449
Avg per participant
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Official DOL plan name: Paula Teacher & Associates Employee Stock Ownership Plan · Sponsored by Paula Teacher & Associates, Inc. · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 78 participants

Paula Teacher & Associates, Inc.'s Paula Teacher & Associates Employee Stock Ownership Plan reported $2M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • 27th percentile by assets (of 123,622 plans)
  • #4,094 in Healthcare & Social Assistance (16,916 peers)

Paula Teacher & Associates, Inc. multi-year trail

Paula Teacher & Associates, Inc.'s plans moved +108.8% in assets from 2022 to 2024; this filing shows Paula Teacher & Associates Employee Stock Ownership Plan at $2M / 78 participants.

$2M
total plan assets (2024 EOY)
78
covered participants
27th
percentile by assets (of 123,622 plans)
$20,449
avg assets per participant

Where Paula Teacher & Associates Employee Stock Ownership Plan sits by total assets

Paula Teacher & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$1,595,015 27th percentile higher than 27% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Paula Teacher & Associates Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Paula Teacher & Associates Employee Stock Ownership Plan reported participants fell from 91 in the plan year 2023 filing to 78 in the plan year 2024 filing.
  • Paula Teacher & Associates Employee Stock Ownership Plan reported net income fell from $441K in the plan year 2023 filing to $394K in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Pennsylvania
Industry
Healthcare & Social Assistance

Paula Teacher & Associates, Inc. across 3 plan years on file

Across the 3 plan years Paula Teacher & Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $764K to $2M, a gain of 108.8%, while reported participants moved from 125 to 78 (-37.6%). Peak year by sponsor assets: 2024 ($2M); trough: 2022 ($764K).

Paula Teacher & Associates, Inc. multi-year asset trail

$0.5M$1M$1.5M$2M 202220232024 $0.76M $1.6M ▲ +110.5%
Total plan assets by year, all Paula Teacher & Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 1 125 $764K
2023 1 91 $1M
2024 1 78 $2M

Paula Teacher & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$394K
Employer EIN251662907
Plan Effective Date2020-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Paula Teacher & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Paula Teacher & Asso…, Total assets ($B): 0.001595015 · Participants: 78Paula Teacher & Asso…Wawa, Inc. Employee …, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee …Bradford White Corpo…, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corpo…Sheetz, Inc. Employe…, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employe…Centimark Corporatio…, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporatio…D & H Employee Stock…, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock…
Paula Teacher & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Paula Teacher & Associates Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Paula Teacher & Associates Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Paula Teacher & Associates Employee Stock Ownership Plan assets move in 2024? ▼
Paula Teacher & Associates Employee Stock Ownership Plan surged - up 32.5% during 2024, from $1M to $2M. Reported net income was $394K.
How have Paula Teacher & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paula Teacher & Associates, Inc.'s sponsor-wide assets grew 108.8%, from $764K to $2M.
Which ESOP plans are similar in size to Paula Teacher & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sterling Health Services, Inc. Employee Stock Ownership Plan in CA ($2M, 60 participants).

Next read for Paula Teacher & Associates Employee Stoc…

Multi-year trail

Ways to act on Paula Teacher & Associates Employee Stock Ownership Plan's numbers.

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 251662907.

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.