ESOP · DOL Form 5500 · 2024

Ptm Management Corp. ESOP

Data updated 2026-07-24

$39M
Total assets: 220
Participants: 81st
Percentile by assets: $178,999
Avg per participant

Official DOL plan name: Ptm Management Corp. Employee Stock Ownership Plan · Sponsored by Ptm Management Corp. · New York · Transportation & Warehousing

$39M in assets, 220 participants

Ptm Management Corp.'s Ptm Management Corp. Employee Stock Ownership Plan reported $39M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

81st percentile by assets (of 116,472 plans)

Coverage in New York

Ptm Management Corp. Employee Stock Ownership Plan covers 220 participants in New York, about 28% of the average New York filer (state average ~795 per filing). Assets: $39M.

$39M
total plan assets (2024 EOY): 220
covered participants: 81st
percentile by assets (of 116,472 plans): $178,999
avg assets per participant

Ptm Management Corp. Employee Stock Ownership Plan end-of-year assets rose from $30M in the plan year 2023 filing to $39M in the plan year 2024 filing.
Ptm Management Corp. Employee Stock Ownership Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Ptm Management Corp. Employee Stock Ownership Plan reported participants rose from 217 in the plan year 2023 filing to 220 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Transportation & Warehousing

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Ptm Management Corp. Employee Stock Ownership Plan reports 220 participants - about 28% of that state average ($39M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$30M
Net Assets (End of Year)	$28M
Net Income	$10M
Employer EIN	113620341
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ptm Management Corp.)

Total plan assets by year, all Ptm Management Corp. plans on file

Year	Plans	Participants	Total Assets
2022	2	457	$26M
2023	2	434	$38M
2024	2	448	$48M

Nearby ESOP Plans in New York

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

Ptm Management Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
H.C. Wainwright & Co. Employee Stock Ownership Plan $228M · 97

Compare Ptm Management Corp. Employee Stock Owne… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Ptm Management Corp. Employee Stock Ownership Plan by total assets, not by location.

Blythe Brothers Holdings, Inc. Employee Stock Ownership Plan (NC) $39M · 789
Mclean Contracting Company Employee Stock Ownership Plan (MD) $39M · 350
Employee Benefits Corporation Employee Stock Ownership Plan (WI) $39M · 143
Bunnell, Inc. Employee Stock Ownership Plan (UT) $39M · 48

Frequently Asked Questions

How did Ptm Management Corp. Employee Stock Ownership Plan assets move in 2024? ▼

Ptm Management Corp. Employee Stock Ownership Plan surged - up 32.2% during 2024, from $30M to $39M. Reported net income was $10M.

How have Ptm Management Corp. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ptm Management Corp.'s sponsor-wide assets grew 87.4%, from $26M to $48M.

Where does Ptm Management Corp. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Ptm Management Corp. Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Ptm Management Corp. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Blythe Brothers Holdings, Inc. Employee Stock Ownership Plan in NC ($39M, 789 participants).

Next read for Ptm Management Corp. Employee Stock Owne…

Filing takeaways

Ways to act on Ptm Management Corp. Employee Stock Ownership Plan's numbers.

By total assets, Ptm Management Corp. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
Ptm Management Corp.'s sponsor-wide assets have grown 87.4% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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 113620341.

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.