ESOP · DOL Form 5500 · 2022

Point B, Inc. ESOP

Data updated 2026-08-25

$143M
Total assets Near avg plan size
768
Participants Near avg headcount
94th
Percentile by assets National rank
$185,795
Avg per participant Above avg balance/head
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Official DOL plan name: Point B, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Point B, Inc. · Washington · Professional & Technical Services

$143M in assets, 768 participants

Point B, Inc.'s Point B, Inc. Employee Stock Ownership Plan and Trust reported $143M in total assets and 768 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #20,599 in Professional & Technical Services (21,562 peers)

Where Point B, Inc. Employee Stock Ownership Plan and Trust sits by assets

Point B, Inc. Employee Stock Ownership Plan and Trust sits in the top 10% of all filed plans by assets, $143M for 768 participants (~$185,795/participant), down 45.5% in 2022.

#20,599
in Professional & Technical Services (21,562 peers)
-45.5%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $119M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Point B, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Point B, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$142,690,764 Top 6% higher than 94% of 139,123 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 2022

Point B, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Point B, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (768 participants).

Published 5500 schedule card

Filing strip 263473011 · Point B, Inc. PY 2022 · ESOP

Point B, Inc. Employee Stock Ownership Plan and Trust · $143M · 768 · 94th

  • EOY $143M
  • EOY 768
  • EOY 94th
  • EOY ESOP
  • EOY near Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan
  • EOY ind #20599

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 Washington →

Point B, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Dcs Corporation Restated Employee Stock Ownership PlanDcs Corporation Restated Emp…$144MStearns Financial Services, Inc. Employee Stock Ownership PlanStearns Financial Services, …$143MPoint B, Inc. Employee Stock Ownership Plan and TrustPoint B, Inc. Employee Stock…$143MLane Enterprises Holdings, Inc. Employee Stock Ownership PlanLane Enterprises Holdings, I…$143MHoliday Builders, Inc. Employee Stock Ownership Plan and TrustHoliday Builders, Inc. Emplo…$142M
End-of-year total assets ($M) among Point B, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$262M
Net Assets (End of Year)$143M
Net Income-$119M
Employer EIN263473011
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Point B, Inc.)

Sponsor-wide plan assets over time

All Point B, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$185M 31.80839880440356% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $271M $185M ▼ -31.8%
Year Plans Participants Total Assets
2022 2 1,558 $271M
2023 2 1,807 $212M
2024 2 1,315 $185M

Nearby ESOP Plans in Washington

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

Point B, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. 01000200030004000 00.511.52 Total assets ($B) Participants Point B, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.142690764 · Participants: 768Point B, Inc. Employee Stock Ownership Plan and TrustSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.763037695 · Participants: 3621Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.282617196 · Participants: 1096Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.151972472 · Participants: 322Manson Construction Co. Non-Craft Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.131317752 · Participants: 211The Plexsys Interface Products, Inc. Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.124990921 · Participants: 571Parametrix, Inc. Employee Stock Ownership Plan
Point B, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants
Compare Point B, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Point B, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan in PA ($143M); by covered participants it is Penn United Technologies, Inc. Employee Stock Ownership Plan in PA (767 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (768 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Point B, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Point B, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 45.5% during 2022, from $262M to $143M. Reported net income was -$119M.
How have Point B, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Point B, Inc.'s sponsor-wide assets declined 31.8%, from $271M to $185M.
Where does Point B, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Point B, Inc. Employee Stock Ownership Plan and Trust ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Point B, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan in PA ($143M, 394 participants).
Which ESOP plans cover a similar participant headcount to Point B, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Penn United Technologies, Inc. Employee Stock Ownership Plan in PA (767 participants, $153M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 263473011.

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.