ESOP · DOL Form 5500 · 2023

Point of Beginning, Inc. ESOP

Data updated 2026-08-25

$634K
Total assets Small plan by assets
34
Participants Small participant base
20th
Percentile by assets National rank
$18,642
Avg per participant Low balance/head
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Official DOL plan name: Point of Beginning, Inc. Employee Stock Ownership Plan · Sponsored by Point of Beginning, Inc. · Wisconsin · Construction

$634K in assets, 34 participants

Point of Beginning, Inc.'s Point of Beginning, Inc. Employee Stock Ownership Plan reported $634K in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,634 in Construction (9,030 peers)

Point of Beginning, Inc. multi-year trail

Point of Beginning, Inc.'s plans moved +158.7% in assets from 2023 to 2024; this filing shows Point of Beginning, Inc. Employee Stock Ownership Plan at $634K / 34 participants.

#1,634
in Construction (9,030 peers)
-2.0%
assets change YoY

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Point of Beginning, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Point of Beginning, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$633,821 20th percentile higher than 20% 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

Point of Beginning, Inc. 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. Point of Beginning, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 392021435 · Point of Beginning, Inc. PY 2023 · ESOP

Point of Beginning, Inc. Employee Stock Ownership Plan · $634K · 34 · 20th

  • BOY $634K
  • SCH 34
  • EBSA 20th
  • PART ESOP
  • TYPE near Simbiotic Software, Inc. Employee Stock Ownership Plan
  • NET ind #1634

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 →

Point of Beginning, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Icepts Technology Group, Inc. Employee Stock Ownership PlanIcepts Technology Group, Inc…$637KPoint of Beginning, Inc. Employee Stock Ownership PlanPoint of Beginning, Inc. Emp…$634KSimbiotic Software, Inc. Employee Stock Ownership PlanSimbiotic Software, Inc. Emp…$634KFarragut Systems, Inc. Employee Stock Ownership PlanFarragut Systems, Inc. Emplo…$632KPinnacle Electric Employee Stock Ownership PlanPinnacle Electric Employee S…$630K
End-of-year total assets ($M) among Point of Beginning, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Point of Beginning, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Point of Beginning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 158.7481323591361% vs 2023
2024 filing year
$0.5M$1M$1.5M$2M 20232024 $0.63M $1.64M ▲ +160.3%
Year Plans Participants Total Assets
2023 1 34 $634K
2024 1 39 $2M

Point of Beginning, Inc. filing trail (2023)

Total Assets (Beginning of Year)$647K
Net Assets (End of Year)-$8M
Net Income-$9M
Employer EIN392021435
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Point of Beginning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Point of Beginning, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000633821 · Participants: 34Point of Beginning, Inc. 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
Point of Beginning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Point of Beginning, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is Simbiotic Software, Inc. Employee Stock Ownership Plan in MT ($634K); by covered participants it is Rincon Technology, Inc. Employee Stock Ownership Plan in TX (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Point of Beginning, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Point of Beginning, Inc. Employee Stock Ownership Plan edged down modestly - down 2.0% during 2023, from $647K to $634K. Reported net income was -$9M.
How have Point of Beginning, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Point of Beginning, Inc.'s sponsor-wide assets grew 158.7%, from $634K to $2M.
Where does Point of Beginning, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Point of Beginning, Inc. Employee Stock Ownership Plan ranks in the 20th 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 Point of Beginning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Simbiotic Software, Inc. Employee Stock Ownership Plan in MT ($634K, 25 participants).
Which ESOP plans cover a similar participant headcount to Point of Beginning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rincon Technology, Inc. Employee Stock Ownership Plan in TX (34 participants, $6M 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 392021435.

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.