ESOP · DOL Form 5500 · 2024

Vocational Training Institutes,Inc. ESOP

Data updated 2026-08-25

$226M
Total assets Near avg plan size
1,089
Participants Near avg headcount
95th
Percentile by assets National rank
$207,154
Avg per participant Above avg balance/head
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Official DOL plan name: Pima Medical Institute Employee Stock Ownership Plan · Sponsored by Vocational Training Institutes,Inc. · Arizona · Educational Services

$226M in assets, 1,089 participants

Vocational Training Institutes,Inc.'s Pima Medical Institute Employee Stock Ownership Plan reported $226M in total assets and 1,089 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,320 in Educational Services (3,638 peers)

Where Pima Medical Institute Employee Stock Ownership Plan sits by assets

Pima Medical Institute Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $226M for 1,089 participants (~$207,154/participant), up 4.4% in 2024.

#3,320
in Educational Services (3,638 peers)
+4.4%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Pima Medical Institute Employee Stock Ownership Plan's outsized position by total assets

Pima Medical Institute Employee Stock Ownership Plan vs every filed plan by assets

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

$225,590,305 Top 5% higher than 95% 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

Pima Medical Institute Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pima Medical Institute Employee Stock Ownership Plan lands in the large band (1,089 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pima Medical Institute Employee Stock Ownership Plan reported net income fell from $27M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Pima Medical Institute Employee Stock Ownership Plan end-of-year assets rose from $216M in the plan year 2023 filing to $226M in the plan year 2024 filing.
  • Pima Medical Institute Employee Stock Ownership Plan reported participants rose from 1,057 in the plan year 2023 filing to 1,089 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860260863 · Vocational Training Institutes,Inc. PY 2024 · ESOP

Pima Medical Institute Employee Stock Ownership Plan · $226M · 1,089 · 95th

  • NET $226M
  • NET 1,089
  • NET 95th
  • NET ESOP
  • NET near Mario Sinacola and Sons Excavating, Inc. Employee Stock Ownership Plan
  • NET ind #3320

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 Arizona →

Pima Medical Institute Employee Stock Ownership Plan in the asset neighbourhood

Ganahl Lumber Company Employee Stock Ownership PlanGanahl Lumber Company Employ…$227MMario Sinacola and Sons Excavating, Inc. Employee Stock Ownership PlanMario Sinacola and Sons Exca…$226MPima Medical Institute Employee Stock Ownership PlanPima Medical Institute Emplo…$226MSignature Homes Employee Stock Ownership PlanSignature Homes Employee Sto…$225ML/B Water Service, Inc. Employee Stock Ownership PlanL/B Water Service, Inc. Empl…$224M
End-of-year total assets ($M) among Pima Medical Institute Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$216M
Net Assets (End of Year)$190M
Net Income$11M
Employer EIN860260863
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vocational Training Institutes,Inc.)

Sponsor-wide plan assets over time

All Vocational Training Institutes,Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$283M 19.535601379885055% vs 2022
2024 filing year
$220M$240M$260M$280M$300M 202220232024 $237M $283M ▲ +19.5%
Year Plans Participants Total Assets
2022 2 2,456 $237M
2023 2 2,160 $267M
2024 2 2,180 $283M

Nearby ESOP Plans in Arizona

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

Pima Medical Institute Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.52 Total assets ($B) Participants Pima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.225590305 · Participants: 1089Pima Medical Institute Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.454509943 · Participants: 3220The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.561105831 · Participants: 21253U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.414837473 · Participants: 263Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.26183793 · Participants: 757Wilson Electric Services Corp. Employee Stock Ownership PlanSuntec Employee Stock Ownership Plan, Total assets ($B): 0.17090185 · Participants: 1444Suntec Employee Stock Ownership Plan
Pima Medical Institute Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Pima Medical Institute Employee Stock Ownership Plan side-by-side with 3 peers →

Pima Medical Institute Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Mario Sinacola and Sons Excavating, Inc. Employee Stock Ownership Plan in TX ($226M); by covered participants it is Nahs Employee Stock Ownership Plan in CA (1,084 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,089 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 Pima Medical Institute Employee Stock Ownership Plan assets move in 2024? ▼
Pima Medical Institute Employee Stock Ownership Plan edged up modestly - up 4.4% during 2024, from $216M to $226M. Reported net income was $11M.
How have Vocational Training Institutes,Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vocational Training Institutes,Inc.'s sponsor-wide assets grew 19.5%, from $237M to $283M.
Where does Pima Medical Institute Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Pima Medical Institute Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Pima Medical Institute Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mario Sinacola and Sons Excavating, Inc. Employee Stock Ownership Plan in TX ($226M, 696 participants).
Which ESOP plans cover a similar participant headcount to Pima Medical Institute Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Nahs Employee Stock Ownership Plan in CA (1,084 participants, $19M 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 860260863.

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.