ESOP · DOL Form 5500 · 2024

Patio Pleasures, LLC ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
17
Participants Small participant base
23rd
Percentile by assets National rank
$60,588
Avg per participant Low balance/head
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Official DOL plan name: Patio Pleasures Employee Stock Ownership Plan · Sponsored by Patio Pleasures, LLC · Wisconsin · Construction

$1M in assets, 17 participants

Patio Pleasures, LLC's Patio Pleasures Employee Stock Ownership Plan reported $1M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,982 in Construction (9,039 peers)

2024 asset change

Patio Pleasures Employee Stock Ownership Plan surged 264.2% in 2024 ($283K → $1M) for 17 participants.

#1,982
in Construction (9,039 peers)
+264.2%
assets growth YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Patio Pleasures Employee Stock Ownership Plan among the smaller filed plans by assets

Patio Pleasures Employee Stock Ownership Plan vs every filed plan by assets

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

$1,030,000 23rd percentile higher than 23% 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

Patio Pleasures 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. Patio Pleasures Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 205679805 · Patio Pleasures, LLC PY 2024 · ESOP

Patio Pleasures Employee Stock Ownership Plan · $1M · 17 · 23rd

  • TYPE $1M
  • TYPE 17
  • TYPE 23rd
  • TYPE ESOP
  • TYPE near Loren D. Stark Company, Inc. Employee Stock Ownership Plan
  • TYPE ind #1982

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 →

Patio Pleasures Employee Stock Ownership Plan in the asset neighbourhood

Patio Pleasures Employee Stock Ownership PlanPatio Pleasures Employee Sto…$1MLoren D. Stark Company, Inc. Employee Stock Ownership PlanLoren D. Stark Company, Inc.…$1MDietz & Company Architects Employee Stock Ownership PlanDietz & Company Architects E…$1MThe L.S. Starrett Company Employee Stock Ownership PlanThe L.S. Starrett Company Em…$1MLumbee Guaranty Bank Employee Stock Ownership PlanLumbee Guaranty Bank Employe…$1M
End-of-year total assets ($M) among Patio Pleasures Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$283K
Net Assets (End of Year)-$7M
Net Income-$7M
Employer EIN205679805
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Patio Pleasures Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Patio Pleasures Employee Stock Ownership Plan, Total assets ($B): 0.00103 · Participants: 17Patio Pleasures 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
Patio Pleasures Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Patio Pleasures Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Loren D. Stark Company, Inc. Employee Stock Ownership Plan in TX ($1M); by covered participants it is Bridge Community Bank ESOP in IA (17 participants). Same-state nearby plans are listed separately above.

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 Patio Pleasures Employee Stock Ownership Plan assets move in 2024?
Patio Pleasures Employee Stock Ownership Plan surged - up 264.2% during 2024, from $283K to $1M. Reported net income was -$7M.
Where does Patio Pleasures Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Patio Pleasures Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Patio Pleasures Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Loren D. Stark Company, Inc. Employee Stock Ownership Plan in TX ($1M, 83 participants).
Which ESOP plans cover a similar participant headcount to Patio Pleasures Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Bridge Community Bank ESOP in IA (17 participants, $16M in assets).