ESOP · DOL Form 5500 · 2022

Proactive Technologies, Inc. ESOP

Data updated 2026-08-25

$40K
Total assets Small plan by assets
103
Participants Small participant base
3rd
Percentile by assets National rank
$388
Avg per participant Low balance/head
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Official DOL plan name: Proactive Technologies, Inc. Employee Stock Ownership Plan · Sponsored by Proactive Technologies, Inc. · Florida · Professional & Technical Services

$40K in assets, 103 participants

Proactive Technologies, Inc.'s Proactive Technologies, Inc. Employee Stock Ownership Plan reported $40K in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #576 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Proactive Technologies, Inc. Employee Stock Ownership Plan covers 103 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $40K.

#576
in Professional & Technical Services (21,562 peers)
-94.9%
assets change YoY

The plan reported a net loss of $105K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Proactive Technologies, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Proactive Technologies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$40,000 3rd percentile higher than 3% 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

Proactive Technologies, Inc. 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. Proactive Technologies, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (103 participants).

EBSA filing schedule strip

Filing strip 541815346 · Proactive Technologies, Inc. PY 2022 · ESOP

Proactive Technologies, Inc. Employee Stock Ownership Plan · $40K · 103 · 3rd

  • SCH $40K
  • SCH 103
  • SCH 3rd
  • SCH ESOP
  • SCH near Custom Profile Holdings, Inc. Employee Stock Ownership Plan
  • SCH ind #576

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 Florida →

Proactive Technologies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Proactive Technologies, Inc. Employee Stock Ownership PlanProactive Technologies, Inc.…$40KCustom Profile Holdings, Inc. Employee Stock Ownership PlanCustom Profile Holdings, Inc…$40KCom-Corp., Industries, Inc. Employee Stock Ownership PlanCom-Corp., Industries, Inc. …$39KSuperior Jig, Inc. Employee Stock Ownership PlanSuperior Jig, Inc. Employee …$39KAlarcon Asc, Inc. ESOP$38K
End-of-year total assets ($M) among Proactive Technologies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$790K
Net Assets (End of Year)-$17M
Net Income-$105K
Employer EIN541815346
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Proactive Technologies, Inc.)

Sponsor-wide plan assets over time

All Proactive Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 5.247397588570197% vs 2022
2024 filing year
$5.5M$5.6M$5.7M$5.8M$5.9M$6M 202220232024 $5.62M $5.92M ▲ +5.3%
Year Plans Participants Total Assets
2022 2 250 $6M
2023 2 203 $6M
2024 2 129 $6M

Nearby ESOP Plans in Florida

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

Proactive Technologies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Proactive Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00004 · Participants: 103Proactive Technologies, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Proactive Technologies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Proactive Technologies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Proactive Technologies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Custom Profile Holdings, Inc. Employee Stock Ownership Plan in MI ($40K); by covered participants it is Raulli & Sons, Inc. Employee Stock Ownership Plan in NY (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Proactive Technologies, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Proactive Technologies, Inc. Employee Stock Ownership Plan contracted severely - down 94.9% during 2022, from $790K to $40K. Reported net income was -$105K.
How have Proactive Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Proactive Technologies, Inc.'s sponsor-wide assets grew 5.2%, from $6M to $6M.
Where does Proactive Technologies, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Proactive Technologies, Inc. Employee Stock Ownership Plan ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Proactive Technologies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Custom Profile Holdings, Inc. Employee Stock Ownership Plan in MI ($40K, 132 participants).
Which ESOP plans cover a similar participant headcount to Proactive Technologies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Raulli & Sons, Inc. Employee Stock Ownership Plan in NY (103 participants, $7M 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 541815346.

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.