401(k) · DOL Form 5500 · 2024

Productivity, Inc. 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
371
Participants Below avg headcount
86th
Percentile by assets National rank
$157,184
Avg per participant Above avg balance/head
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Official DOL plan name: Productivity, Inc. Savings & Profit Sharing Plan and Trust · Sponsored by Productivity, Inc. · Minnesota · Wholesale Trade

$58M in assets, 371 participants

Productivity, Inc.'s Productivity, Inc. Savings & Profit Sharing Plan and Trust reported $58M in total assets and 371 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,297 in Wholesale Trade (6,080 peers)

Coverage in Minnesota

Productivity, Inc. Savings & Profit Sharing Plan and Trust covers 371 participants in Minnesota, about 33% of the average Minnesota filer (state average ~1,126 per filing). Assets: $58M.

#5,297
in Wholesale Trade (6,080 peers)
+11.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Productivity, Inc. Savings & Profit Sharing Plan and Trust's outsized position by total assets

Productivity, Inc. Savings & Profit Sharing Plan and Trust vs every filed plan by assets

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

$58,315,236 Top 14% higher than 86% 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

Productivity, Inc. Savings & Profit Sharing Plan and Trust 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. Productivity, Inc. Savings & Profit Sharing Plan and Trust sits mid-pack in the medium band (371 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Productivity, Inc. Savings & Profit Sharing Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Productivity, Inc. Savings & Profit Sharing Plan and Trust end-of-year assets rose from $52M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • Productivity, Inc. Savings & Profit Sharing Plan and Trust reported participants rose from 362 in the plan year 2023 filing to 371 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 410945575 · Productivity, Inc. PY 2024 · 401(k)

Productivity, Inc. Savings & Profit Sharing Plan and Trust · $58M · 371 · 86th

  • PART $58M
  • TYPE 371
  • NET 86th
  • BOOK 401(k)
  • VS-ST near Cah Holdings Inc Section 401(k) Profit Sharing Plan
  • BOY ind #5297

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 Wholesale Trade retirement plans → · Plans in Minnesota →

Productivity, Inc. Savings & Profit Sharing Plan and Trust in the asset neighbourhood

Productivity, Inc. Savings & Profit Sharing Plan and TrustProductivity, Inc. Savings &…$58MThe Mcguire Group 401(k) Plan$58MCah Holdings Inc Section 401(k) Profit Sharing PlanCah Holdings Inc Section 401…$58MNeophotonics Corporation 401(k) Profit Sharing Plan & TrustNeophotonics Corporation 401…$58MRopers Majeski 401(k) Plan$58M
End-of-year total assets ($M) among Productivity, Inc. Savings & Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$58M
Net Income$6M
Employer EIN410945575
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Productivity, Inc.)

Sponsor-wide plan assets over time

All Productivity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 28.583110481098434% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.4M $58.3M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 330 $45M
2023 1 362 $52M
2024 1 371 $58M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Productivity, Inc. Savings & Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Productivity, Inc. Savings & Profit Sharing Plan and Trust, Total assets ($B): 0.058315236 · Participants: 371Productivity, Inc. Savings & Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Productivity, Inc. Savings & Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Productivity, Inc. Savings & Profit Sharing Plan and Trust side-by-side with 3 peers →

Productivity, Inc. Savings & Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Cah Holdings Inc Section 401(k) Profit Sharing Plan in AL ($58M); by covered participants it is Cfan Company Retirement/Savings Plan in TX (371 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Similar participant headcount

Nearest other-state filings by covered participants (371 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 Productivity, Inc. Savings & Profit Sharing Plan and Trust assets move in 2024? ▼
Productivity, Inc. Savings & Profit Sharing Plan and Trust grew at a solid clip - up 11.4% during 2024, from $52M to $58M. Reported net income was $6M.
How have Productivity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Productivity, Inc.'s sponsor-wide assets grew 28.6%, from $45M to $58M.
Where does Productivity, Inc. Savings & Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Productivity, Inc. Savings & Profit Sharing Plan and Trust ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Productivity, Inc. Savings & Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cah Holdings Inc Section 401(k) Profit Sharing Plan in AL ($58M, 498 participants).
Which 401(k) plans cover a similar participant headcount to Productivity, Inc. Savings & Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cfan Company Retirement/Savings Plan in TX (371 participants, $39M 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 410945575.

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.