ESOP · DOL Form 5500 · 2024

Professional Project Services, Inc ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
295
Participants Below avg headcount
56th
Percentile by assets National rank
$34,339
Avg per participant Low balance/head
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Official DOL plan name: Pro2serve Employee Stock Ownership Plan · Sponsored by Professional Project Services, Inc · Tennessee · Professional & Technical Services

$10M in assets, 295 participants

Professional Project Services, Inc's Pro2serve Employee Stock Ownership Plan reported $10M in total assets and 295 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,947 in Professional & Technical Services (20,173 peers)

Coverage in Tennessee

Pro2serve Employee Stock Ownership Plan covers 295 participants in Tennessee, about 26% of the average Tennessee filer (state average ~1,126 per filing). Assets: $10M.

#10,947
in Professional & Technical Services (20,173 peers)
+8.9%
assets growth YoY

Pro2serve Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pro2serve Employee Stock Ownership Plan vs every filed plan by assets

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

$10,129,966 Top 44% higher than 56% 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

Pro2serve Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pro2serve Employee Stock Ownership Plan sits mid-pack in the medium band (295 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pro2serve Employee Stock Ownership Plan reported net income rose from $208K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Pro2serve Employee Stock Ownership Plan reported participants rose from 268 in the plan year 2023 filing to 295 in the plan year 2024 filing.
  • Pro2serve Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 621661329 · Professional Project Services, Inc PY 2024 · ESOP

Pro2serve Employee Stock Ownership Plan · $10M · 295 · 56th

  • IND $10M
  • IND 295
  • IND 56th
  • IND ESOP
  • IND near Luckett & Farley Employee Stock Ownership Plan and Trust Agreement
  • IND ind #10947

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 Tennessee →

Pro2serve Employee Stock Ownership Plan in the asset neighbourhood

West Plains Electric Motor Service Inc Employee Stock Ownership Plan and TrustWest Plains Electric Motor S…$10MPro2serve Employee Stock Ownership PlanPro2serve Employee Stock Own…$10MLuckett & Farley Employee Stock Ownership Plan and Trust AgreementLuckett & Farley Employee St…$10MMcgarvin-Moberly Employee Stock Ownership PlanMcgarvin-Moberly Employee St…$10MTechsmith Corporation Employee Stock Ownership PlanTechsmith Corporation Employ…$10M
End-of-year total assets ($M) among Pro2serve Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN621661329
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Professional Project Services, Inc)

Sponsor-wide plan assets over time

All Professional Project Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$50M 10.981318572074898% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $44.6M $49.5M ▲ +11.0%
Year Plans Participants Total Assets
2022 2 514 $45M
2023 2 536 $49M
2024 2 592 $50M

Nearby ESOP Plans in Tennessee

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

Pro2serve Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050010001500 -2000200400600 Total assets ($M) Participants Pro2serve Employee Stock Ownership Plan, Total assets ($M): 10.129966 · Participants: 295Pro2serve Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Pro2serve Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Pro2serve Employee Stock Ownership Plan side-by-side with 3 peers →

Pro2serve Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Luckett & Farley Employee Stock Ownership Plan and Trust Agreement in KY ($10M); by covered participants it is Onecompass Holdings Employee Stock Ownership Plan in OH (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 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 Pro2serve Employee Stock Ownership Plan assets move in 2024? ▼
Pro2serve Employee Stock Ownership Plan grew at a solid clip - up 8.9% during 2024, from $9M to $10M. Reported net income was $3M.
How have Professional Project Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Professional Project Services, Inc's sponsor-wide assets grew 11.0%, from $45M to $50M.
Which ESOP plans are similar in size to Pro2serve Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Luckett & Farley Employee Stock Ownership Plan and Trust Agreement in KY ($10M, 76 participants).
Which ESOP plans cover a similar participant headcount to Pro2serve Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Onecompass Holdings Employee Stock Ownership Plan in OH (295 participants, $128M 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 621661329.

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.