ESOP · DOL Form 5500 · 2024

Portside Builders, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
74
Participants Small participant base
72nd
Percentile by assets National rank
$298,040
Avg per participant High balance/head
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Official DOL plan name: Portside Builders, Inc. Employee Stock Ownership Plan · Sponsored by Portside Builders, Inc. · Wisconsin · Construction

$22M in assets, 74 participants

Portside Builders, Inc.'s Portside Builders, Inc. Employee Stock Ownership Plan reported $22M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,410 in Construction (9,039 peers)

Portside Builders, Inc. multi-year trail

Portside Builders, Inc.'s plans moved +85.8% in assets from 2022 to 2024; this filing shows Portside Builders, Inc. Employee Stock Ownership Plan at $22M / 74 participants.

#6,410
in Construction (9,039 peers)
+43.3%
assets growth YoY

Portside Builders, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$22,054,988 Top 28% higher than 72% of 123,620 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 2024

Portside Builders, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portside Builders, Inc. Employee Stock Ownership Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Portside Builders, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Portside Builders, Inc. Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Portside Builders, Inc. Employee Stock Ownership Plan reported participants rose from 55 in the plan year 2023 filing to 74 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391289562 · Portside Builders, Inc. PY 2024 · ESOP

Portside Builders, Inc. Employee Stock Ownership Plan · $22M · 74 · 72nd

  • BOY $22M
  • BOY 74
  • BOY 72nd
  • BOY ESOP
  • BOY near North State Steel, Inc. Employee Stock Ownership Plan
  • BOY ind #6410

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 →

Portside Builders, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Portside Builders, Inc. Employee Stock Ownership PlanPortside Builders, Inc. Empl…$22MNorth State Steel, Inc. Employee Stock Ownership PlanNorth State Steel, Inc. Empl…$22MGroup Builders, Inc. Employee Stock Ownership PlanGroup Builders, Inc. Employe…$22MBeaty Holding Group, Inc. Employee Stock Ownership PlanBeaty Holding Group, Inc. Em…$22MCmc Rescue, Inc. Employee Stock Ownership PlanCmc Rescue, Inc. Employee St…$22M
End-of-year total assets ($M) among Portside Builders, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Portside Builders, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Portside Builders, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 85.8307181082549% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.9M $22.1M ▲ +85.8%
Year Plans Participants Total Assets
2022 1 59 $12M
2023 1 55 $15M
2024 1 74 $22M

Portside Builders, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$6M
Employer EIN391289562
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Portside Builders, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Portside Builders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.022054988 · Participants: 74Portside Builders, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Portside Builders, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Portside Builders, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is North State Steel, Inc. Employee Stock Ownership Plan in NC ($22M); by covered participants it is The Bank of South Carolina Employee Stock Ownership Plan and Trust in SC (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Portside Builders, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Portside Builders, Inc. Employee Stock Ownership Plan surged - up 43.3% during 2024, from $15M to $22M. Reported net income was $6M.
How have Portside Builders, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portside Builders, Inc.'s sponsor-wide assets grew 85.8%, from $12M to $22M.
Which ESOP plans are similar in size to Portside Builders, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is North State Steel, Inc. Employee Stock Ownership Plan in NC ($22M, 86 participants).
Which ESOP plans cover a similar participant headcount to Portside Builders, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Bank of South Carolina Employee Stock Ownership Plan and Trust in SC (74 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391289562.

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.