ESOP · DOL Form 5500 · 2023

Professional Project Services, Inc ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
268
Participants Below avg headcount
57th
Percentile by assets National rank
$34,712
Avg per participant Low balance/head
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Official DOL plan name: Pro2serve Employee Stock Ownership Plan · Sponsored by Professional Project Services, Inc · Tennessee · Professional & Technical Services

$9M in assets, 268 participants

Professional Project Services, Inc's Pro2serve Employee Stock Ownership Plan reported $9M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,280 in Professional & Technical Services (20,321 peers)

Coverage in Tennessee

Pro2serve Employee Stock Ownership Plan covers 268 participants in Tennessee, about 24% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.

#11,280
in Professional & Technical Services (20,321 peers)
-9.9%
assets change YoY

Pro2serve Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pro2serve Employee Stock Ownership Plan vs every filed plan by assets

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

$9,302,727 Top 43% higher than 57% 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

Pro2serve Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pro2serve Employee Stock Ownership Plan sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pro2serve Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $208K in the plan year 2023 filing.
  • Pro2serve Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Pro2serve Employee Stock Ownership Plan reported participants rose from 257 in the plan year 2022 filing to 268 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621661329 · Professional Project Services, Inc PY 2023 · ESOP

Pro2serve Employee Stock Ownership Plan · $9M · 268 · 57th

  • SCH $9M
  • SCH 268
  • SCH 57th
  • SCH ESOP
  • SCH near Air-Sea Forwarders, Inc. Employee Stock Ownership Plan
  • SCH ind #11280

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 Tennessee →

Pro2serve Employee Stock Ownership Plan in the asset neighbourhood

Taylors Oilfield Manufacturing Inc Employee Stock Ownership PlanTaylors Oilfield Manufacturi…$9MPro2serve Employee Stock Ownership PlanPro2serve Employee Stock Own…$9MAir-Sea Forwarders, Inc. Employee Stock Ownership PlanAir-Sea Forwarders, Inc. Emp…$9MNorthern Construction Holding, Inc. Employee Stock Ownership PlanNorthern Construction Holdin…$9MGentry Brothers, Inc. Employee Stock Ownership PlanGentry Brothers, Inc. Employ…$9M
End-of-year total assets ($M) among Pro2serve Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$6M
Net Income$208K
Employer EIN621661329
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Professional Project Services, Inc)

Sponsor-wide plan assets over time

All Professional Project Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$50M 10.981318572074898% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $44.6M $49.5M ▲ +11.0%
Year Plans Participants Total Assets
2022 2 514 $45M
2023 2 536 $49M
2024 2 592 $50M

Nearby ESOP Plans in Tennessee

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

Pro2serve Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants Pro2serve Employee Stock Ownership Plan, Total assets ($M): 9.302727 · Participants: 268Pro2serve Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Pro2serve Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Pro2serve Employee Stock Ownership Plan side-by-side with 3 peers →

Pro2serve Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Air-Sea Forwarders, Inc. Employee Stock Ownership Plan in CA ($9M); by covered participants it is Waukesha State Bank Employee Stock Ownership Plan in WI (268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (268 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 Pro2serve Employee Stock Ownership Plan assets move in 2023? ▼
Pro2serve Employee Stock Ownership Plan pulled back noticeably - down 9.9% during 2023, from $10M to $9M. Reported net income was $208K.
How have Professional Project Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Professional Project Services, Inc's sponsor-wide assets grew 11.0%, from $45M to $50M.
Which ESOP plans are similar in size to Pro2serve Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Air-Sea Forwarders, Inc. Employee Stock Ownership Plan in CA ($9M, 37 participants).
Which ESOP plans cover a similar participant headcount to Pro2serve Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Waukesha State Bank Employee Stock Ownership Plan in WI (268 participants, $8M 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 621661329.

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.