ESOP · DOL Form 5500 · 2023

Productive Living Systems, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
100
Participants Small participant base
59th
Percentile by assets National rank
$103,191
Avg per participant Below avg balance/head
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Official DOL plan name: Pls Employee Stock Ownership Plan · Sponsored by Productive Living Systems, Inc. · Wisconsin · Healthcare & Social Assistance

$10M in assets, 100 participants

Productive Living Systems, Inc.'s Pls Employee Stock Ownership Plan reported $10M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,472 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Pls Employee Stock Ownership Plan covers 100 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.

#11,472
in Healthcare & Social Assistance (17,684 peers)
+39.1%
assets growth YoY

Pls Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pls Employee Stock Ownership Plan vs every filed plan by assets

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

$10,319,071 Top 41% higher than 59% 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

Pls 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. Pls Employee Stock Ownership Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pls Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Pls Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Pls Employee Stock Ownership Plan reported participants fell from 111 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391634391 · Productive Living Systems, Inc. PY 2023 · ESOP

Pls Employee Stock Ownership Plan · $10M · 100 · 59th

  • SCH $10M
  • EBSA 100
  • PART 59th
  • TYPE ESOP
  • NET near Oobe Holdings, Inc. Employee Stock Ownership Plan
  • BOOK ind #11472

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 →

Pls Employee Stock Ownership Plan in the asset neighbourhood

Pls Employee Stock Ownership PlanPls Employee Stock Ownership…$10MOobe Holdings, Inc. Employee Stock Ownership PlanOobe Holdings, Inc. Employee…$10MFirst State Bank of St. Charles Employee Stock Ownership PlanFirst State Bank of St. Char…$10MAlcoa Electrical Contractor, Inc. Employee Stock Ownership PlanAlcoa Electrical Contractor,…$10MAlcoa Electrical Contractor, Inc. Employee Stock Ownership PlanAlcoa Electrical Contractor,…$10M
End-of-year total assets ($M) among Pls Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN391634391
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Productive Living Systems, Inc.)

Sponsor-wide plan assets over time

All Productive Living Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 53.675768008713746% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.42M $11.4M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 111 $7M
2023 1 100 $10M
2024 1 99 $11M

Nearby ESOP Plans in Wisconsin

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

Pls Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Pls Employee Stock Ownership Plan, Total assets ($B): 0.010319071 · Participants: 100Pls 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
Pls Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Pls Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Oobe Holdings, Inc. Employee Stock Ownership Plan in SC ($10M); by covered participants it is Triple T Transport Employee Stock Ownership Plan in OH (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Pls Employee Stock Ownership Plan assets move in 2023? ▼
Pls Employee Stock Ownership Plan surged - up 39.1% during 2023, from $7M to $10M. Reported net income was $3M.
How have Productive Living Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Productive Living Systems, Inc.'s sponsor-wide assets grew 53.7%, from $7M to $11M.
Which ESOP plans are similar in size to Pls Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Oobe Holdings, Inc. Employee Stock Ownership Plan in SC ($10M, 39 participants).
Which ESOP plans cover a similar participant headcount to Pls Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Triple T Transport Employee Stock Ownership Plan in OH (100 participants, $137M 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 391634391.

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.