Other
2022 plan-year Other DOL Form 5500

Poggemeyer Design Group, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Poggemeyer Design Group, Inc. · Ohio · Professional & Technical Services

What the 2023 filing shows

Poggemeyer Design Group, Inc. Employee Stock Ownership Plan holds N/A for 146 participants.

N/A
total plan assets (2022 EOY)
146
covered participants
$-2,395,308
reported net income

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
N/A
Participants
146
State
Industry
Professional & Technical Services

What the Filing Says About Poggemeyer Design Group, Inc. Employee Stock Ownership Plan

Poggemeyer Design Group, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Poggemeyer Design Group, Inc., headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 146 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 341056617, and the plan has been effective since 2005-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-2,395,308 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$-2,395,308
Plan TypeOther
Employer EIN341056617
Plan Effective Date2005-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Frequently Asked Questions

How much money is in the Poggemeyer Design Group, Inc. Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Poggemeyer Design Group, Inc. Employee Stock Ownership Plan holds N/A in total assets with 146 participants. It is sponsored by Poggemeyer Design Group, Inc..
What type of plan is Poggemeyer Design Group, Inc. Employee Stock Ownership Plan?
Poggemeyer Design Group, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2005-09-01. The plan is filed with the U.S. Department of Labor under EIN 341056617.
Who sponsors the Poggemeyer Design Group, Inc. Employee Stock Ownership Plan?
Poggemeyer Design Group, Inc. Employee Stock Ownership Plan is sponsored by Poggemeyer Design Group, Inc., located in Ohio. The sponsor's EIN is 341056617 and the plan operates in the Professional & Technical Services industry.
How did Poggemeyer Design Group, Inc. Employee Stock Ownership Plan perform in 2022?
Poggemeyer Design Group, Inc. Employee Stock Ownership Plan held N/A in total assets at the end of 2022. Net income was $-2,395,308.
Where can I find official filings for Poggemeyer Design Group, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Poggemeyer Design Group, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 341056617 or plan name at efast.dol.gov.
How does Poggemeyer Design Group, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Poggemeyer Design Group, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 341056617.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.