ESOP · DOL Form 5500 · 2022

Productive Living Systems, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
111
Participants Small participant base
59th
Percentile by assets National rank
$66,839
Avg per participant Below avg balance/head
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Official DOL plan name: Pls Employee Stock Ownership Plan · Sponsored by Productive Living Systems, Inc. · Wisconsin · Healthcare & Social Assistance

$7M in assets, 111 participants

Productive Living Systems, Inc.'s Pls Employee Stock Ownership Plan reported $7M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #12,948 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Pls Employee Stock Ownership Plan covers 111 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#12,948
in Healthcare & Social Assistance (20,060 peers)
-18.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pls Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pls Employee Stock Ownership Plan vs every filed plan by assets

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

$7,419,089 Top 41% higher than 59% 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

Pls Employee Stock Ownership Plan 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. Pls Employee Stock Ownership Plan sits mid-pack in the medium band (111 participants).

DOL schedule card

Filing strip 391634391 · Productive Living Systems, Inc. PY 2022 · ESOP

Pls Employee Stock Ownership Plan · $7M · 111 · 59th

  • BOY $7M
  • BOY 111
  • BOY 59th
  • BOY ESOP
  • BOY near Texas Research International, Inc. Employee Stock Ownership Plan & Trust
  • BOY ind #12948

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 Wisconsin →

Pls Employee Stock Ownership Plan in the asset neighbourhood

Pls Employee Stock Ownership PlanPls Employee Stock Ownership…$7MTexas Research International, Inc. Employee Stock Ownership Plan & TrustTexas Research International…$7MCascade Energy, Inc. Employee Stock Ownership PlanCascade Energy, Inc. Employe…$7MKarmak, Inc. Employee Stock Ownership PlanKarmak, Inc. Employee Stock …$7MHometown Bancorp of Alabama, Inc. Employee Stock Ownership PlanHometown Bancorp of Alabama,…$7M
End-of-year total assets ($M) among Pls Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$4M
Net Income-$3M
Employer EIN391634391
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Productive Living Systems, Inc.)

Sponsor-wide plan assets over time

All Productive Living Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 53.675768008713746% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.42M $11.4M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 111 $7M
2023 1 100 $10M
2024 1 99 $11M

Nearby ESOP Plans in Wisconsin

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

Pls Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Pls Employee Stock Ownership Plan, Total assets ($B): 0.007419089 · Participants: 111Pls Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Pls Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Pls Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Texas Research International, Inc. Employee Stock Ownership Plan & Trust in TX ($7M); by covered participants it is Riverside Construction Company, Inc Employee Stock Ownership Plan in CA (111 participants). Same-state nearby plans are listed separately above.

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 Pls Employee Stock Ownership Plan assets move in 2022?
Pls Employee Stock Ownership Plan declined sharply - down 18.8% during 2022, from $9M to $7M. Reported net income was -$3M.
How have Productive Living Systems, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Productive Living Systems, Inc.'s sponsor-wide assets grew 53.7%, from $7M to $11M.
Which ESOP plans are similar in size to Pls Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Texas Research International, Inc. Employee Stock Ownership Plan & Trust in TX ($7M, 108 participants).
Which ESOP plans cover a similar participant headcount to Pls Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Riverside Construction Company, Inc Employee Stock Ownership Plan in CA (111 participants, $39M in assets).