Pta 401(k) match, vesting and fees

Plan year 2025 filingPta Corporation 401(k) Savings and Retirement Plan · Plan 002 · EIN 36-3334974Updated Oct 2026

What Pta's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $87K in employer contributions, about $303 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$90,652
Average account balance
298
Participants (end of year)
$25.9M
Plan assets (end of year)
0.07%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperEmpower Annuity Insurance CompanySchedule C ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.

Pta: employer contribution per participant$303
Peer median$1,962
Pta: average balance$90,652
Peer median$75,225
Pta: admin expenses ÷ assets0.07%
Peer median0.32%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $19M at the end of plan year 2021 to $25.9M at the end of plan year 2025.

$19M2021$21.3M2022$23.1M2023$25.5M2024$25.9M2025
End-of-year figures from each plan year's Form 5500 filing for the Pta plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025298$25.9M$87K$3030.07%Not publishedForm 5500 ↗
2024301$25.5M$312K$1,0800.06%Not publishedForm 5500 ↗
2023325$23.1M$303K$9750.12%Not publishedForm 5500 ↗
2022301$21.3M$264K$9190.05%Not publishedForm 5500 ↗
2021286$19M$230K$8560.11%Not publishedForm 5500 ↗

Other Pta plans (1)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Pta Corporation Employee Stock Ownership Plan

Plan 003 · EIN 36-3334974 · plan year 2024 filing
$50,716
Average account balance
265
Participants (end of year)
$13.4M
Plan assets (end of year)
0.00%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

Independent auditorCapossela, Cohen, LLC (unmodified opinion)Schedule H ↗
Plan type and statusRetirement · ActiveForm 5500 ↗

Common questions

Does Pta match 401(k) contributions?

The match terms for the Pta Corporation 401(k) Savings and Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $87K in employer contributions, about $303 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Pta 401(k) match vested?

The vesting schedule for the Pta Corporation 401(k) Savings and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Pta 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Pta Corporation.

I left Pta. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Pta Corporation, (203) 888-0585) or the recordkeeper, Empower Annuity Insurance Company. The Pta old 401(k) page lists the contacts from every plan filing. Find an old Pta 401(k)

Data from the public Form 5500 annual reports Pta filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pta. Not financial advice. Report a correction · Methodology