ESOP · DOL Form 5500 · 2023

Program Planning Professionals Inc ESOP

Data updated 2026-08-25

$34K
Total assets Small plan by assets
55
Participants Small participant base
3rd
Percentile by assets National rank
$626
Avg per participant Low balance/head
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Official DOL plan name: Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 · Sponsored by Program Planning Professionals Inc · Michigan · Professional & Technical Services

$34K in assets, 55 participants

Program Planning Professionals Inc's Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 reported $34K in total assets and 55 participants in its 2023 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.

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

Program Planning Professionals Inc multi-year trail

Program Planning Professionals Inc's plans moved +22.9% in assets from 2022 to 2024; this filing shows Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 at $34K / 55 participants.

#550
in Professional & Technical Services (20,321 peers)
-1.3%
assets change YoY

The plan reported a net loss of $460 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 among the smaller filed plans by assets

Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 vs every filed plan by assets

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

$34,452 3rd percentile higher than 3% 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

Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 reported net income rose from -$20K in the plan year 2022 filing to -$460 in the plan year 2023 filing.
  • Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 reported participants fell from 57 in the plan year 2022 filing to 55 in the plan year 2023 filing.
  • Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 end-of-year assets fell from $35K in the plan year 2022 filing to $34K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 383166928 · Program Planning Professionals Inc PY 2023 · ESOP

Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 · $34K · 55 · 3rd

  • VS-ST $34K
  • BOY 55
  • SCH 3rd
  • EBSA ESOP
  • PART near Diablo Country Magazine, Inc. ESOP
  • TYPE ind #550

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 Michigan →

Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 in the asset neighbourhood

Cccomplete, Inc. Employee Stock Ownership PlanCccomplete, Inc. Employee St…$35KProgram Planning Professionals Inc. Employee Stock Ownership Plan - 2023Program Planning Professiona…$34KDiablo Country Magazine, Inc. ESOPDiablo Country Magazine, Inc…$34KDrobs, Inc. Employee Stock Ownership PlanDrobs, Inc. Employee Stock O…$33KDiego Springs Holdings, Inc. Employee Stock Ownership and Profit Sharing PlanDiego Springs Holdings, Inc.…$33K
End-of-year total assets ($M) among Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Program Planning Professionals Inc multi-year asset trail

Sponsor-wide plan assets over time

All Program Planning Professionals Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 22.89469172015658% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.24M $11.4M ▲ +22.9%
Year Plans Participants Total Assets
2022 2 221 $9M
2023 2 254 $11M
2024 2 297 $11M

Program Planning Professionals Inc filing trail (2023)

Total Assets (Beginning of Year)$35K
Net Assets (End of Year)$34K
Net Income-$460
Employer EIN383166928
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -0.500.511.5 Total assets ($B) Participants Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023, Total assets ($B): 0.000034452 · Participants: 55Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 side-by-side with 3 peers →

Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Diablo Country Magazine, Inc. ESOP in CA ($34K); by covered participants it is Portside Builders, Inc. Employee Stock Ownership Plan in WI (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 assets move in 2023? ▼
Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 edged down modestly - down 1.3% during 2023, from $35K to $34K. Reported net income was -$460.
How have Program Planning Professionals Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Program Planning Professionals Inc's sponsor-wide assets grew 22.9%, from $9M to $11M.
Where does Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 rank by assets among Form 5500 filers? ▼
Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023 ranks in the 3rd 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 Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023? ▼
Among ESOP plans in other states, the closest by assets is Diablo Country Magazine, Inc. ESOP in CA ($34K, 24 participants).
Which ESOP plans cover a similar participant headcount to Program Planning Professionals Inc. Employee Stock Ownership Plan - 2023? ▼
Among ESOP plans in other states, the closest by covered participants is Portside Builders, Inc. Employee Stock Ownership Plan in WI (55 participants, $15M 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 383166928.

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.