ESOP · DOL Form 5500 · 2023
Portside Builders, Inc. ESOP
Data updated 2026-08-11
- $15M
- Total assets
- 55
- Participants
- 68th
- Percentile by assets
- $279,788
- Avg per participant
Official DOL plan name: Portside Builders, Inc. Employee Stock Ownership Plan · Sponsored by Portside Builders, Inc. · Wisconsin · Construction
$15M in assets, 55 participants
Portside Builders, Inc.'s Portside Builders, Inc. Employee Stock Ownership Plan reported $15M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- 68th percentile by assets (of 127,072 plans)
- #5,987 in Construction (9,030 peers)
Portside Builders, Inc. multi-year trail
Portside Builders, Inc.'s plans moved +85.8% in assets from 2022 to 2024; this filing shows Portside Builders, Inc. Employee Stock Ownership Plan at $15M / 55 participants.
- $15M
- total plan assets (2023 EOY)
- 55
- covered participants
- 68th
- percentile by assets (of 127,072 plans)
- $279,788
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Portside Builders, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Portside Builders, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Portside Builders, Inc. Employee Stock Ownership Plan reported participants fell from 59 in the plan year 2022 filing to 55 in the plan year 2023 filing.
Portside Builders, Inc. across 3 plan years on file
Across the 3 plan years Portside Builders, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $22M, a gain of 85.8%, while reported participants moved from 59 to 74 (+25.4%). Peak year by sponsor assets: 2024 ($22M); trough: 2022 ($12M).
Portside Builders, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $12M |
| 2023 | 1 | 55 | $15M |
| 2024 | 1 | 74 | $22M |
Portside Builders, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $3M |
| Employer EIN | 391289562 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
Portside Builders, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Portside Builders, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Portside Builders, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Portside Builders, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Portside Builders, Inc.'s sponsor-wide assets have grown 85.8% since 2022 across 3 plan years on file. More Construction plans