ESOP · DOL Form 5500 · 2024

Pta Corporation ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
210
Participants Below avg headcount
70th
Percentile by assets National rank
$92,355
Avg per participant Below avg balance/head
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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.

  • #10,490 in Manufacturing (17,777 peers)

Coverage in Connecticut

Pta Corporation Employee Stock Ownership Plan covers 210 participants in Connecticut, about 29% of the average Connecticut filer (state average ~718 per filing). Assets: $19M.

#10,490
in Manufacturing (17,777 peers)
-9.0%
assets change YoY

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.

Pta Corporation Employee Stock Ownership Plan's outsized position by total assets

Pta Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$19,394,619 Top 30% higher than 70% 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

Pta Corporation Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pta Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (210 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 363334974 · Pta Corporation PY 2024 · ESOP

Pta Corporation Employee Stock Ownership Plan · $19M · 210 · 70th

  • ASSETS $19M
  • PCT 210
  • EIN 70th
  • RANK ESOP
  • PHOTO near Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan
  • IND ind #10490

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 Connecticut →

Pta Corporation Employee Stock Ownership Plan in the asset neighbourhood

Nahs Employee Stock Ownership PlanNahs Employee Stock Ownershi…$19MMoi, Inc. Employee Stock Ownership PlanMoi, Inc. Employee Stock Own…$19MSynergy Enterprises, Inc. 401(k) Employee Stock Ownership PlanSynergy Enterprises, Inc. 40…$19MPta Corporation Employee Stock Ownership PlanPta Corporation Employee Sto…$19MBrewer & Company of West Virginia, Inc. Employee Stock Ownership PlanBrewer & Company of West Vir…$19M
End-of-year total assets ($M) among Pta Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$13M
Net Income-$1M
Employer EIN363334974
Plan Effective Date2010-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pta Corporation)

Sponsor-wide plan assets over time

All Pta Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$45M 13.275007688622187% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $39.6M $44.9M ▲ +13.3%
Year Plans Participants Total Assets
2022 2 426 $40M
2023 2 419 $44M
2024 2 461 $45M

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 Scatter plot of 6 data points. 0200400600 0100200300400 Total assets ($M) Participants Pta Corporation Employee Stock Ownership Plan, Total assets ($M): 19.394619 · Participants: 210Pta Corporation Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 304.806344 · Participants: 327Mott Corporation Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 127.985465 · Participants: 309Bl Companies, Inc. Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.874922 · Participants: 417Sonalysts, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.815259 · Participants: 572Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 106.406355 · Participants: 110Twin Mro Employee Stock Ownership Plan
Pta Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Pta Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Pta Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan in WV ($19M); by covered participants it is Flinchbaugh Engineering, Inc. Employee Stock Ownership Plan in PA (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Pta Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Pta Corporation Employee Stock Ownership Plan pulled back noticeably - down 9.0% during 2024, from $21M to $19M. Reported net income was -$1M.
How have Pta Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pta Corporation's sponsor-wide assets grew 13.3%, from $40M to $45M.
Which ESOP plans are similar in size to Pta Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan in WV ($19M, 55 participants).
Which ESOP plans cover a similar participant headcount to Pta Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Flinchbaugh Engineering, Inc. Employee Stock Ownership Plan in PA (210 participants, $13M 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 363334974.

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.