401(k) · DOL Form 5500 · 2023

Productivity, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
362
Participants Below avg headcount
86th
Percentile by assets National rank
$144,566
Avg per participant Above avg balance/head
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Official DOL plan name: Productivity, Inc. Savings & Profit Sharing Plan and Trust · Sponsored by Productivity, Inc. · Minnesota · Wholesale Trade

$52M in assets, 362 participants

Productivity, Inc.'s Productivity, Inc. Savings & Profit Sharing Plan and Trust reported $52M in total assets and 362 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,515 in Wholesale Trade (6,309 peers)

Coverage in Minnesota

Productivity, Inc. Savings & Profit Sharing Plan and Trust covers 362 participants in Minnesota, about 32% of the average Minnesota filer (state average ~1,126 per filing). Assets: $52M.

#5,515
in Wholesale Trade (6,309 peers)
+15.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Productivity, Inc. Savings & Profit Sharing Plan and Trust's outsized position by total assets

Productivity, Inc. Savings & Profit Sharing Plan and Trust vs every filed plan by assets

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

$52,332,909 Top 14% higher than 86% 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

Productivity, Inc. Savings & Profit Sharing Plan and Trust 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. Productivity, Inc. Savings & Profit Sharing Plan and Trust sits mid-pack in the medium band (362 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Productivity, Inc. Savings & Profit Sharing Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Productivity, Inc. Savings & Profit Sharing Plan and Trust end-of-year assets rose from $45M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Productivity, Inc. Savings & Profit Sharing Plan and Trust reported participants rose from 330 in the plan year 2022 filing to 362 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410945575 · Productivity, Inc. PY 2023 · 401(k)

Productivity, Inc. Savings & Profit Sharing Plan and Trust · $52M · 362 · 86th

  • TYPE $52M
  • TYPE 362
  • TYPE 86th
  • TYPE 401(k)
  • TYPE near Chase Corporation 401(k) Plan
  • TYPE ind #5515

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 Wholesale Trade retirement plans → · Plans in Minnesota →

Productivity, Inc. Savings & Profit Sharing Plan and Trust in the asset neighbourhood

Pathology Laboratory Associates, Inc. 401(k) Profit Sharing PlanPathology Laboratory Associa…$52MProductivity, Inc. Savings & Profit Sharing Plan and TrustProductivity, Inc. Savings &…$52MChase Corporation 401(k) Plan$52MMaterial Sciences Corporation Savings and Investment PlanMaterial Sciences Corporatio…$52MKalmbach Feeds, Inc. 401(k) and Profit Sharing PlanKalmbach Feeds, Inc. 401(k) …$52M
End-of-year total assets ($M) among Productivity, Inc. Savings & Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$52M
Net Income$7M
Employer EIN410945575
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Productivity, Inc.)

Sponsor-wide plan assets over time

All Productivity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 28.583110481098434% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.4M $58.3M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 330 $45M
2023 1 362 $52M
2024 1 371 $58M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Productivity, Inc. Savings & Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Productivity, Inc. Savings & Profit Sharing Plan and Trust, Total assets ($B): 0.052332909 · Participants: 362Productivity, Inc. Savings & Profit Sharing Plan and TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Productivity, Inc. Savings & Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Productivity, Inc. Savings & Profit Sharing Plan and Trust side-by-side with 3 peers →

Productivity, Inc. Savings & Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Chase Corporation 401(k) Plan in MA ($52M); by covered participants it is Bk Medical Holding Company, Inc. 401(k) Plan in MA (362 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (362 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 Productivity, Inc. Savings & Profit Sharing Plan and Trust assets move in 2023? ▼
Productivity, Inc. Savings & Profit Sharing Plan and Trust grew sharply - up 15.4% during 2023, from $45M to $52M. Reported net income was $7M.
How have Productivity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Productivity, Inc.'s sponsor-wide assets grew 28.6%, from $45M to $58M.
Where does Productivity, Inc. Savings & Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Productivity, Inc. Savings & Profit Sharing Plan and Trust ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Productivity, Inc. Savings & Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Chase Corporation 401(k) Plan in MA ($52M, 501 participants).
Which 401(k) plans cover a similar participant headcount to Productivity, Inc. Savings & Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bk Medical Holding Company, Inc. 401(k) Plan in MA (362 participants, N/A 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 410945575.

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.