ESOP · DOL Form 5500 · 2023

Pfs Corporation ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
71
Participants Small participant base
57th
Percentile by assets National rank
$129,953
Avg per participant Near avg balance/head
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Official DOL plan name: Pfs Corporation Employee Stock Ownership Plan · Sponsored by Pfs Corporation · Wisconsin · Manufacturing

$9M in assets, 71 participants

Pfs Corporation's Pfs Corporation Employee Stock Ownership Plan reported $9M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #7,974 in Manufacturing (18,722 peers)

What the 2023 filing shows

Pfs Corporation Employee Stock Ownership Plan holds $9M for 71 participants - about $129,953 per participant, above the median plan by assets.

#7,974
in Manufacturing (18,722 peers)
-4.6%
assets change YoY

The plan reported a net loss of $345K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pfs Corporation Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Pfs Corporation Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,226,653 Top 43% higher than 57% of 127,068 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 2023

Pfs Corporation Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pfs Corporation Employee Stock Ownership Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pfs Corporation Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to -$345K in the plan year 2023 filing.
  • Pfs Corporation Employee Stock Ownership Plan reported participants fell from 95 in the plan year 2022 filing to 71 in the plan year 2023 filing.
  • Pfs Corporation Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391301594 · Pfs Corporation PY 2023 · ESOP

Pfs Corporation Employee Stock Ownership Plan · $9M · 71 · 57th

  • VS-ST $9M
  • BOY 71
  • SCH 57th
  • EBSA ESOP
  • PART near Columbia Chemical Corporation Employee Stock Ownership Plan
  • TYPE ind #7974

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 →

Pfs Corporation Employee Stock Ownership Plan in the asset neighbourhood

The Menke Group Employee Stock Ownership PlanThe Menke Group Employee Sto…$9MPfs Corporation Employee Stock Ownership PlanPfs Corporation Employee Sto…$9MColumbia Chemical Corporation Employee Stock Ownership PlanColumbia Chemical Corporatio…$9MUnited Pipe & Supply Co., Inc. Employee Stock Ownership PlanUnited Pipe & Supply Co., In…$9MThe Ruhlin Company Employee Stock Ownership PlanThe Ruhlin Company Employee …$9M
End-of-year total assets ($M) among Pfs Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$345K
Employer EIN391301594
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pfs Corporation)

Sponsor-wide plan assets over time

All Pfs Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 0.10721628430773822% vs 2022
2024 filing year
$9M$9.2M$9.4M$9.6M$9.8M 202220232024 $9.68M $9.69M ▲ +0.1%
Year Plans Participants Total Assets
2022 1 95 $10M
2023 1 71 $9M
2024 1 85 $10M

Nearby ESOP Plans in Wisconsin

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

Pfs Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Pfs Corporation Employee Stock Ownership Plan, Total assets ($B): 0.009226653 · Participants: 71Pfs Corporation Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Pfs Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Pfs Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Columbia Chemical Corporation Employee Stock Ownership Plan in OH ($9M); by covered participants it is Dave Fox Remodeling, Inc. ESOP in OH (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pfs Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Pfs Corporation Employee Stock Ownership Plan edged down modestly - down 4.6% during 2023, from $10M to $9M. Reported net income was -$345K.
How have Pfs Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pfs Corporation's sponsor-wide assets grew 0.1%, from $10M to $10M.
Which ESOP plans are similar in size to Pfs Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Columbia Chemical Corporation Employee Stock Ownership Plan in OH ($9M, 33 participants).
Which ESOP plans cover a similar participant headcount to Pfs Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dave Fox Remodeling, Inc. ESOP in OH (71 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391301594.

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.