401(k) · DOL Form 5500 · 2022

Productivity, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
330
Participants Below avg headcount
87th
Percentile by assets National rank
$137,431
Avg per participant Near avg balance/head
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Official DOL plan name: Productivity, Inc. Savings & Profit Sharing Plan and Trust · Sponsored by Productivity, Inc. · Minnesota · Wholesale Trade

$45M in assets, 330 participants

Productivity, Inc.'s Productivity, Inc. Savings & Profit Sharing Plan and Trust reported $45M in total assets and 330 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,045 in Wholesale Trade (6,843 peers)

Coverage in Minnesota

Productivity, Inc. Savings & Profit Sharing Plan and Trust covers 330 participants in Minnesota, about 29% of the average Minnesota filer (state average ~1,126 per filing). Assets: $45M.

#6,045
in Wholesale Trade (6,843 peers)
-10.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Productivity, Inc. Savings & Profit Sharing Plan and Trust's outsized position by total assets

Productivity, Inc. Savings & Profit Sharing Plan and Trust vs every filed plan by assets

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

$45,352,174 Top 13% higher than 87% 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

Productivity, Inc. Savings & Profit Sharing 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. Productivity, Inc. Savings & Profit Sharing Plan and Trust sits mid-pack in the medium band (330 participants).

EBSA filing schedule strip

Filing strip 410945575 · Productivity, Inc. PY 2022 · 401(k)

Productivity, Inc. Savings & Profit Sharing Plan and Trust · $45M · 330 · 87th

  • PART $45M
  • TYPE 330
  • NET 87th
  • BOOK 401(k)
  • VS-ST near Pioneer State Mutual Insurance Co. 401(k) Plan
  • BOY ind #6045

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 Wholesale Trade retirement plans → · Plans in Minnesota →

Productivity, Inc. Savings & Profit Sharing Plan and Trust in the asset neighbourhood

Westfall Technik, Inc. 401(k) PlanWestfall Technik, Inc. 401(k…$45MProductivity, Inc. Savings & Profit Sharing Plan and TrustProductivity, Inc. Savings &…$45MPioneer State Mutual Insurance Co. 401(k) PlanPioneer State Mutual Insuran…$45MVirginia Cardiovascular Specialists, PC 401(k) Profit Sharing PlanVirginia Cardiovascular Spec…$45MDriven Brands, Inc. Employee Retirement Savings PlanDriven Brands, Inc. Employee…$45M
End-of-year total assets ($M) among Productivity, Inc. Savings & Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$45M
Net Income-$5M
Employer EIN410945575
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Productivity, Inc.)

Sponsor-wide plan assets over time

All Productivity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 28.583110481098434% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.4M $58.3M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 330 $45M
2023 1 362 $52M
2024 1 371 $58M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Productivity, Inc. Savings & Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Productivity, Inc. Savings & Profit Sharing Plan and Trust, Total assets ($B): 0.045352174 · Participants: 330Productivity, Inc. Savings & Profit Sharing Plan and TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Productivity, Inc. Savings & Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Productivity, Inc. Savings & Profit Sharing Plan and Trust side-by-side with 3 peers →

Productivity, Inc. Savings & Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Pioneer State Mutual Insurance Co. 401(k) Plan in MI ($45M); by covered participants it is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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 Productivity, Inc. Savings & Profit Sharing Plan and Trust assets move in 2022? ▼
Productivity, Inc. Savings & Profit Sharing Plan and Trust pulled back noticeably - down 10.3% during 2022, from $51M to $45M. Reported net income was -$5M.
How have Productivity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Productivity, Inc.'s sponsor-wide assets grew 28.6%, from $45M to $58M.
Where does Productivity, Inc. Savings & Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Productivity, Inc. Savings & Profit Sharing Plan and Trust ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Productivity, Inc. Savings & Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pioneer State Mutual Insurance Co. 401(k) Plan in MI ($45M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Productivity, Inc. Savings & Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX (330 participants, $16M 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 410945575.

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.