ESOP · DOL Form 5500 · 2023

P.L. Marketing, Inc. ESOP

Data updated 2026-08-25

$93M
Total assets Below avg plan size
1,226
Participants Near avg headcount
91st
Percentile by assets National rank
$75,934
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: P.L. Marketing, Inc. Employee Stock Ownership Plan · Sponsored by P.L. Marketing, Inc. · Kentucky · Wholesale Trade

$93M in assets, 1,226 participants

P.L. Marketing, Inc.'s P.L. Marketing, Inc. Employee Stock Ownership Plan reported $93M in total assets and 1,226 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #5,832 in Wholesale Trade (6,309 peers)

Where P.L. Marketing, Inc. Employee Stock Ownership Plan sits by assets

P.L. Marketing, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $93M for 1,226 participants (~$75,934/participant), up 24.9% in 2023.

#5,832
in Wholesale Trade (6,309 peers)
+24.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

P.L. Marketing, Inc. Employee Stock Ownership Plan's outsized position by total assets

P.L. Marketing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$93,095,278 Top 9% higher than 91% 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

P.L. Marketing, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. P.L. Marketing, Inc. Employee Stock Ownership Plan lands in the large band (1,226 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • P.L. Marketing, Inc. Employee Stock Ownership Plan reported net income rose from $6M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • P.L. Marketing, Inc. Employee Stock Ownership Plan end-of-year assets rose from $75M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • P.L. Marketing, Inc. Employee Stock Ownership Plan reported participants rose from 1,204 in the plan year 2022 filing to 1,226 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 311276521 · P.L. Marketing, Inc. PY 2023 · ESOP

P.L. Marketing, Inc. Employee Stock Ownership Plan · $93M · 1,226 · 91st

  • EIN $93M
  • RANK 1,226
  • PHOTO 91st
  • IND ESOP
  • EOY near Arvig Employee Stock Ownership Plan
  • 5500 ind #5832

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 Kentucky →

P.L. Marketing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Amg Employee Stock Ownership PlanAmg Employee Stock Ownership…$94MMdr Construction, Inc. Employee Stock Ownership PlanMdr Construction, Inc. Emplo…$94MAl. Neyer Employee Stock Ownership Plan and Trust AgreementAl. Neyer Employee Stock Own…$93MArvig Employee Stock Ownership PlanArvig Employee Stock Ownersh…$93MP.L. Marketing, Inc. Employee Stock Ownership PlanP.L. Marketing, Inc. Employe…$93M
End-of-year total assets ($M) among P.L. Marketing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$57M
Net Income$21M
Employer EIN311276521
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P.L. Marketing, Inc.)

Sponsor-wide plan assets over time

All P.L. Marketing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$154M 35.02886412283932% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $114M $154M ▲ +35.0%
Year Plans Participants Total Assets
2022 2 2,389 $114M
2023 2 2,489 $139M
2024 2 3,457 $154M

Nearby ESOP Plans in Kentucky

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

P.L. Marketing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.522.5 Total assets ($B) Participants P.L. Marketing, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.093095278 · Participants: 1226P.L. Marketing, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
P.L. Marketing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare P.L. Marketing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Arvig Employee Stock Ownership Plan in MN ($93M); by covered participants it is Nibco Inc. Employee Stock Ownership Plan in IN (1,242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,226 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 P.L. Marketing, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
P.L. Marketing, Inc. Employee Stock Ownership Plan grew sharply - up 24.9% during 2023, from $75M to $93M. Reported net income was $21M.
How have P.L. Marketing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P.L. Marketing, Inc.'s sponsor-wide assets grew 35.0%, from $114M to $154M.
Where does P.L. Marketing, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
P.L. Marketing, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to P.L. Marketing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Arvig Employee Stock Ownership Plan in MN ($93M, 684 participants).
Which ESOP plans cover a similar participant headcount to P.L. Marketing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Nibco Inc. Employee Stock Ownership Plan in IN (1,242 participants, $365M 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 311276521.

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.