ESOP · DOL Form 5500 · 2023

Propeller, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
229
Participants Below avg headcount
57th
Percentile by assets National rank
$41,064
Avg per participant Low balance/head
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Official DOL plan name: Propeller, Inc. Employee Stock Ownership Plan · Sponsored by Propeller, Inc. · Oregon · Professional & Technical Services

$9M in assets, 229 participants

Propeller, Inc.'s Propeller, Inc. Employee Stock Ownership Plan reported $9M in total assets and 229 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.

  • #11,323 in Professional & Technical Services (20,321 peers)

Propeller, Inc. multi-year trail

Propeller, Inc.'s plans moved +25.5% in assets from 2022 to 2024; this filing shows Propeller, Inc. Employee Stock Ownership Plan at $9M / 229 participants.

#11,323
in Professional & Technical Services (20,321 peers)
-14.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Propeller, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Propeller, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,403,694 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

Propeller, Inc. 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. Propeller, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Propeller, Inc. Employee Stock Ownership Plan reported net income fell from -$563K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Propeller, Inc. Employee Stock Ownership Plan reported participants rose from 182 in the plan year 2022 filing to 229 in the plan year 2023 filing.
  • Propeller, Inc. Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 455286846 · Propeller, Inc. PY 2023 · ESOP

Propeller, Inc. Employee Stock Ownership Plan · $9M · 229 · 57th

  • PCT $9M
  • EIN 229
  • RANK 57th
  • PHOTO ESOP
  • IND near Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan
  • EOY ind #11323

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 Oregon →

Propeller, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Aerodyne Research, Inc. Employee Stock Ownership PlanAerodyne Research, Inc. Empl…$9MSutter Instrument Employee Stock Ownership PlanSutter Instrument Employee S…$9MSouthern Illinois Bancorp, Inc. Employees Stock Ownership PlanSouthern Illinois Bancorp, I…$9MPropeller, Inc. Employee Stock Ownership PlanPropeller, Inc. Employee Sto…$9MConsolidated Carbide, Ltd. Employee Stock Ownership PlanConsolidated Carbide, Ltd. E…$9M
End-of-year total assets ($M) among Propeller, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Propeller, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Propeller, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 25.54600295711289% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.5M $30.8M ▲ +25.6%
Year Plans Participants Total Assets
2022 2 361 $25M
2023 2 468 $29M
2024 2 377 $31M

Propeller, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN455286846
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Propeller, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -50050100150200250 Total assets ($M) Participants Propeller, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.403694 · Participants: 229Propeller, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Propeller, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Propeller, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest ESOP by assets is Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan in IL ($9M); by covered participants it is Pan-Pacific Holdings Corporation Employee Stock Ownership Plan in CA (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Propeller, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Propeller, Inc. Employee Stock Ownership Plan pulled back noticeably - down 14.9% during 2023, from $11M to $9M. Reported net income was -$1M.
How have Propeller, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Propeller, Inc.'s sponsor-wide assets grew 25.5%, from $25M to $31M.
Which ESOP plans are similar in size to Propeller, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Southern Illinois Bancorp, Inc. Employees Stock Ownership Plan in IL ($9M, 103 participants).
Which ESOP plans cover a similar participant headcount to Propeller, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pan-Pacific Holdings Corporation Employee Stock Ownership Plan in CA (229 participants, $68M 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 455286846.

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.