401(k) · DOL Form 5500 · 2024

Productivity, Inc. 401(k) Plan

Data updated 2026-08-11

$58M
Total assets: 371
Participants: 86th
Percentile by assets: $157,184
Avg per participant

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.

86th percentile by assets (of 123,622 plans)
#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.

$58M
total plan assets (2024 EOY): 371
covered participants: 86th
percentile by assets (of 123,622 plans): $157,184
avg assets per participant

Where Productivity, Inc. Savings & Profit Sharing Plan and Trust sits 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

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 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 →

State

Minnesota

Industry

Wholesale Trade

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Productivity, Inc. Savings & Profit Sharing Plan and Trust reports 371 participants - about 33% of that state average ($58M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)	$52M
Net Assets (End of Year)	$58M
Net Income	$6M
Employer EIN	410945575
Plan Effective Date	1978-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Productivity, Inc.)

Total plan assets by year, all Productivity, Inc. plans on file

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

Wells Fargo & Company 401(k) Plan $57.9B · 179,076
Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
Target Corporation 401(k) Plan $14.4B · 409,649
Medtronic Savings and Investment Plan $13.7B · 38,480
U.S. Bank 401(k) Savings Plan $11.4B · 73,109

Compare Productivity, Inc. Savings & Profit Shar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Productivity, Inc. Savings & Profit Sharing Plan and Trust by total assets, not by location.

Cah Holdings Inc Section 401(k) Profit Sharing Plan (AL) $58M · 498
Neophotonics Corporation 401(k) Profit Sharing Plan & Trust (CA) $58M · 144
The Mcguire Group 401(k) Plan (NY) $58M · 3,500
Ropers Majeski 401(k) Plan (CA) $58M · 163

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).

Next read for Productivity, Inc. Savings & Profit Shar…

Filing takeaways

Ways to act on Productivity, Inc. Savings & Profit Sharing Plan and Trust's numbers.

By total assets, Productivity, Inc. Savings & Profit Sharing Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
Productivity, Inc.'s sponsor-wide assets have grown 28.6% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.