ESOP · DOL Form 5500 · 2023

Point B, Inc. ESOP

Data updated 2026-08-25

$63M
Total assets Below avg plan size
840
Participants Near avg headcount
88th
Percentile by assets National rank
$74,611
Avg per participant Below avg balance/head
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Official DOL plan name: Point B, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Point B, Inc. · Washington · Professional & Technical Services

$63M in assets, 840 participants

Point B, Inc.'s Point B, Inc. Employee Stock Ownership Plan and Trust reported $63M in total assets and 840 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,070 in Professional & Technical Services (20,321 peers)

Where Point B, Inc. Employee Stock Ownership Plan and Trust sits by assets

Point B, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $63M for 840 participants (~$74,611/participant), down 56.1% in 2023.

#18,070
in Professional & Technical Services (20,321 peers)
-56.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $80M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Point B, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Point B, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$62,673,322 Top 12% higher than 88% 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 B, Inc. Employee Stock Ownership 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. Point B, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (840 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Point B, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $143M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • Point B, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$119M in the plan year 2022 filing to -$80M in the plan year 2023 filing.
  • Point B, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 768 in the plan year 2022 filing to 840 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 263473011 · Point B, Inc. PY 2023 · ESOP

Point B, Inc. Employee Stock Ownership Plan and Trust · $63M · 840 · 88th

  • BOOK $63M
  • BOOK 840
  • BOOK 88th
  • BOOK ESOP
  • BOOK near Commercial Contracting Corporation Employee Stock Ownership Plan
  • BOOK ind #18070

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 Washington →

Point B, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Cv Industries, Inc. Employee Stock Ownership PlanCv Industries, Inc. Employee…$63MCommercial Contracting Corporation Employee Stock Ownership PlanCommercial Contracting Corpo…$63MPoint B, Inc. Employee Stock Ownership Plan and TrustPoint B, Inc. Employee Stock…$63MJteam Inc Employee Stock Ownership PlanJteam Inc Employee Stock Own…$63MDondlinger & Sons Construction Co., Inc. Employee Stock Ownership PlanDondlinger & Sons Constructi…$63M
End-of-year total assets ($M) among Point B, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$63M
Net Income-$80M
Employer EIN263473011
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Point B, Inc.)

Sponsor-wide plan assets over time

All Point B, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$185M 31.80839880440356% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $271M $185M ▼ -31.8%
Year Plans Participants Total Assets
2022 2 1,558 $271M
2023 2 1,807 $212M
2024 2 1,315 $185M

Nearby ESOP Plans in Washington

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

Point B, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -101234 Total assets ($B) Participants Point B, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.062673322 · Participants: 840Point B, Inc. Employee Stock Ownership Plan and TrustSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.966454558 · Participants: 3694Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.2780946 · Participants: 1123Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.183263152 · Participants: 310Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.140162337 · Participants: 570Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.114343989 · Participants: 183The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Point B, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants
Compare Point B, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Washington, the nearest ESOP by assets is Commercial Contracting Corporation Employee Stock Ownership Plan in MI ($63M); by covered participants it is Henny Penny Corporation Employee Stock Ownership Plan in OH (841 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (840 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 B, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Point B, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 56.1% during 2023, from $143M to $63M. Reported net income was -$80M.
How have Point B, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Point B, Inc.'s sponsor-wide assets declined 31.8%, from $271M to $185M.
Where does Point B, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Point B, Inc. Employee Stock Ownership Plan and Trust ranks in the 88th 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 ESOP plans are similar in size to Point B, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Commercial Contracting Corporation Employee Stock Ownership Plan in MI ($63M, 489 participants).
Which ESOP plans cover a similar participant headcount to Point B, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Henny Penny Corporation Employee Stock Ownership Plan in OH (841 participants, $415M 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 263473011.

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.