ESOP · DOL Form 5500 · 2023

Pro-Tec Design, Inc. ESOP

Data updated 2026-08-25

$697K
Total assets Small plan by assets
42
Participants Small participant base
21st
Percentile by assets National rank
$16,604
Avg per participant Low balance/head
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Official DOL plan name: Pro-Tec Design, Inc. Employee Stock Ownership Plan · Sponsored by Pro-Tec Design, Inc. · Minnesota · Professional & Technical Services

$697K in assets, 42 participants

Pro-Tec Design, Inc.'s Pro-Tec Design, Inc. Employee Stock Ownership Plan reported $697K in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,168 in Professional & Technical Services (20,321 peers)

Pro-Tec Design, Inc. multi-year trail

Pro-Tec Design, Inc.'s plans moved +21.5% in assets from 2022 to 2024; this filing shows Pro-Tec Design, Inc. Employee Stock Ownership Plan at $697K / 42 participants.

#3,168
in Professional & Technical Services (20,321 peers)
+3.3%
assets growth YoY

Pro-Tec Design, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Pro-Tec Design, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$697,380 21st percentile higher than 21% 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

Pro-Tec Design, Inc. 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. Pro-Tec Design, Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pro-Tec Design, Inc. Employee Stock Ownership Plan reported net income rose from $12K in the plan year 2022 filing to $33K in the plan year 2023 filing.
  • Pro-Tec Design, Inc. Employee Stock Ownership Plan reported participants fell from 44 in the plan year 2022 filing to 42 in the plan year 2023 filing.
  • Pro-Tec Design, Inc. Employee Stock Ownership Plan end-of-year assets rose from $675K in the plan year 2022 filing to $697K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411428117 · Pro-Tec Design, Inc. PY 2023 · ESOP

Pro-Tec Design, Inc. Employee Stock Ownership Plan · $697K · 42 · 21st

  • ASSETS $697K
  • ASSETS 42
  • ASSETS 21st
  • ASSETS ESOP
  • ASSETS near Shop-All, Incorporated Employee Stock Ownership Plan
  • ASSETS ind #3168

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 Minnesota →

Pro-Tec Design, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Pro-Tec Design, Inc. Employee Stock Ownership PlanPro-Tec Design, Inc. Employe…$697KShop-All, Incorporated Employee Stock Ownership PlanShop-All, Incorporated Emplo…$697KAustin Burke of Florida, Inc. Retirement PlanAustin Burke of Florida, Inc…$700KRothschild North America Inc. Employee Stock Ownership PlanRothschild North America Inc…$701KInvictus Medical Inc Employee Stock Ownership PlanInvictus Medical Inc Employe…$694K
End-of-year total assets ($M) among Pro-Tec Design, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pro-Tec Design, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pro-Tec Design, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$820K 21.460136336692354% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M$0.85M 202220232024 $0.67M $0.82M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 44 $675K
2023 1 42 $697K
2024 1 52 $820K

Pro-Tec Design, Inc. filing trail (2023)

Total Assets (Beginning of Year)$675K
Net Assets (End of Year)$517K
Net Income$33K
Employer EIN411428117
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

Pro-Tec Design, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Pro-Tec Design, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.69738 · Participants: 42Pro-Tec Design, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Pro-Tec Design, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Pro-Tec Design, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Pro-Tec Design, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Shop-All, Incorporated Employee Stock Ownership Plan in CO ($697K); by covered participants it is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Pro-Tec Design, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Pro-Tec Design, Inc. Employee Stock Ownership Plan edged up modestly - up 3.3% during 2023, from $675K to $697K. Reported net income was $33K.
How have Pro-Tec Design, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pro-Tec Design, Inc.'s sponsor-wide assets grew 21.5%, from $675K to $820K.
Where does Pro-Tec Design, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Pro-Tec Design, Inc. Employee Stock Ownership Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Pro-Tec Design, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Shop-All, Incorporated Employee Stock Ownership Plan in CO ($697K, 36 participants).
Which ESOP plans cover a similar participant headcount to Pro-Tec Design, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E.V.S. Ltd. Employee Stock Ownership Plan in IN (42 participants, $22M 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 411428117.

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.