ESOP · DOL Form 5500 · 2024
Pta Corporation ESOP
Data updated 2026-07-24
- $19M
- Total assets
- 210
- Participants
- 70th
- Percentile by assets
- $92,355
- Avg per participant
Official DOL plan name: Pta Corporation Employee Stock Ownership Plan · Sponsored by Pta Corporation · Connecticut · Manufacturing
$19M in assets, 210 participants
Pta Corporation's Pta Corporation Employee Stock Ownership Plan reported $19M in total assets and 210 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 116,472 plans)
Coverage in Connecticut
Pta Corporation Employee Stock Ownership Plan covers 210 participants in Connecticut, about 28% of the average Connecticut filer (state average ~740 per filing). Assets: $19M.
- $19M
- total plan assets (2024 EOY)
- 210
- covered participants
- 70th
- percentile by assets (of 116,472 plans)
- $92,355
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pta Corporation Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Pta Corporation Employee Stock Ownership Plan reported participants rose from 183 in the plan year 2023 filing to 210 in the plan year 2024 filing.
- Pta Corporation Employee Stock Ownership Plan end-of-year assets fell from $21M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 740 participants across 1,756 plans. Pta Corporation Employee Stock Ownership Plan reports 210 participants - about 28% of that state average ($19M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$1M |
| Employer EIN | 363334974 |
| Plan Effective Date | 2010-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pta Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 426 | $40M |
| 2023 | 2 | 419 | $44M |
| 2024 | 1 | 210 | $19M |
Nearby ESOP Plans in Connecticut
Peer ESOP plans, same state, same plan type, ranked by total assets.
Pta Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
- Mott Corporation Employee Stock Ownership Plan $305M · 327
- Bl Companies, Inc. Employee Stock Ownership Plan $128M · 309
- Eurpac Service, Inc. Employee Stock Ownership Plan $108M · 572
- Twin Mro Employee Stock Ownership Plan $106M · 110
- Hamilton Point Investments ESOP $51M · 99
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Pta Corporation Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Pta Corporation Employee Stock Ownership Plan assets move in 2024? ▼
How have Pta Corporation plan assets changed over time? ▼
Which ESOP plans are similar in size to Pta Corporation Employee Stock Ownership Plan? ▼
Next read for Pta Corporation Employee Stock Ownership…
Filing takeaways
Ways to act on Pta Corporation Employee Stock Ownership Plan's numbers.
- By total assets, Pta Corporation Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Connecticut. Compare plans
- Pta Corporation's sponsor-wide assets have declined 51.0% since 2022 across 3 plan years on file. More Manufacturing 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 363334974.
Read our methodology - how this data is sourced, computed, and verified.