ESOP · DOL Form 5500 · 2022

P.L. Marketing, Inc. ESOP

Data updated 2026-08-25

$75M
Total assets Below avg plan size
1,204
Participants Near avg headcount
91st
Percentile by assets National rank
$61,914
Avg per participant Low balance/head
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Official DOL plan name: P.L. Marketing, Inc. Employee Stock Ownership Plan · Sponsored by P.L. Marketing, Inc. · Kentucky · Wholesale Trade

$75M in assets, 1,204 participants

P.L. Marketing, Inc.'s P.L. Marketing, Inc. Employee Stock Ownership Plan reported $75M in total assets and 1,204 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #6,331 in Wholesale Trade (6,843 peers)

Where P.L. Marketing, Inc. Employee Stock Ownership Plan sits by assets

P.L. Marketing, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $75M for 1,204 participants (~$61,914/participant), up 6.5% in 2022.

#6,331
in Wholesale Trade (6,843 peers)
+6.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

P.L. Marketing, Inc. Employee Stock Ownership Plan's outsized position by total assets

P.L. Marketing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$74,544,579 Top 9% higher than 91% 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

P.L. Marketing, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. P.L. Marketing, Inc. Employee Stock Ownership Plan lands in the large band (1,204 participants).

Form 5500 schedule snapshot

Filing strip 311276521 · P.L. Marketing, Inc. PY 2022 · ESOP

P.L. Marketing, Inc. Employee Stock Ownership Plan · $75M · 1,204 · 91st

  • BOOK $75M
  • BOOK 1,204
  • BOOK 91st
  • BOOK ESOP
  • BOOK near Commercial Plumbing Inc. ESOP
  • BOOK ind #6331

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 Kentucky →

P.L. Marketing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

R. C. Lurie Company, Inc. Employee Stock Ownership PlanR. C. Lurie Company, Inc. Em…$75MCoast Citrus Distributors Employee Stock Ownership PlanCoast Citrus Distributors Em…$75MAllterra Central, Inc. Employee Stock Ownership PlanAllterra Central, Inc. Emplo…$75MP.L. Marketing, Inc. Employee Stock Ownership PlanP.L. Marketing, Inc. Employe…$75MCommercial Plumbing Inc. ESOP$74M
End-of-year total assets ($M) among P.L. Marketing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN311276521
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P.L. Marketing, Inc.)

Sponsor-wide plan assets over time

All P.L. Marketing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$154M 35.02886412283932% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $114M $154M ▲ +35.0%
Year Plans Participants Total Assets
2022 2 2,389 $114M
2023 2 2,489 $139M
2024 2 3,457 $154M

Nearby ESOP Plans in Kentucky

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

P.L. Marketing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.522.5 Total assets ($B) Participants P.L. Marketing, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.074544579 · Participants: 1204P.L. Marketing, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
P.L. Marketing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare P.L. Marketing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

P.L. Marketing, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Commercial Plumbing Inc. ESOP in HI ($74M); by covered participants it is Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan in CT (1,209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,204 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 P.L. Marketing, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
P.L. Marketing, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.5% during 2022, from $70M to $75M. Reported net income was $6M.
How have P.L. Marketing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P.L. Marketing, Inc.'s sponsor-wide assets grew 35.0%, from $114M to $154M.
Where does P.L. Marketing, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
P.L. Marketing, Inc. Employee Stock Ownership Plan ranks in the 91st 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 P.L. Marketing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Commercial Plumbing Inc. ESOP in HI ($74M, 164 participants).
Which ESOP plans cover a similar participant headcount to P.L. Marketing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan in CT (1,209 participants, $44M 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 311276521.

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.