ESOP · DOL Form 5500 · 2024

Paula Teacher & Associates, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
78
Participants Small participant base
27th
Percentile by assets National rank
$20,449
Avg per participant Low balance/head
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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.

  • #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.

#4,094
in Healthcare & Social Assistance (16,916 peers)
+32.5%
assets growth YoY

Paula Teacher & Associates Employee Stock Ownership Plan among the smaller filed plans by 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 $2,050,000,000 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

Paula Teacher & Associates Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paula Teacher & Associates Employee Stock Ownership Plan is a small filing (78 participants) on this national headcount ladder.

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 →

Published 5500 schedule card

Filing strip 251662907 · Paula Teacher & Associates, Inc. PY 2024 · ESOP

Paula Teacher & Associates Employee Stock Ownership Plan · $2M · 78 · 27th

  • EIN $2M
  • RANK 78
  • PHOTO 27th
  • IND ESOP
  • EOY near Sterling Health Services, Inc. Employee Stock Ownership Plan
  • 5500 ind #4094

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 →

Paula Teacher & Associates Employee Stock Ownership Plan in the asset neighbourhood

Paula Teacher & Associates Employee Stock Ownership PlanPaula Teacher & Associates E…$2MVantage Led Employee Stock Ownership PlanVantage Led Employee Stock O…$2MSterling Health Services, Inc. Employee Stock Ownership PlanSterling Health Services, In…$2MStack Holdings, Inc. Employee Stock Ownership PlanStack Holdings, Inc. Employe…$2MStack Holdings, Inc. Employee Stock Ownership PlanStack Holdings, Inc. Employe…$2M
End-of-year total assets ($M) among Paula Teacher & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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

Sponsor-wide plan assets over time

All Paula Teacher & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 108.79127352315925% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.76M $1.6M ▲ +110.5%
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 ($B) Participants Paula Teacher & Associates Employee Stock Ownership Plan, Total assets ($B): 0.001595015 · Participants: 78Paula Teacher & Associates Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Paula Teacher & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Paula Teacher & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Paula Teacher & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Sterling Health Services, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Morrissey, Inc. Employee Stock Ownership Plan in MN (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 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).
Which ESOP plans cover a similar participant headcount to Paula Teacher & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Morrissey, Inc. Employee Stock Ownership Plan in MN (78 participants, $4M 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 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.