ESOP · DOL Form 5500 · 2024

Productive Living Systems, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
99
Participants Small participant base
59th
Percentile by assets National rank
$115,165
Avg per participant Below avg balance/head
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Official DOL plan name: Pls Employee Stock Ownership Plan · Sponsored by Productive Living Systems, Inc. · Wisconsin · Healthcare & Social Assistance

$11M in assets, 99 participants

Productive Living Systems, Inc.'s Pls Employee Stock Ownership Plan reported $11M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #10,814 in Healthcare & Social Assistance (16,916 peers)

Productive Living Systems, Inc. multi-year trail

Productive Living Systems, Inc.'s plans moved +53.7% in assets from 2022 to 2024; this filing shows Pls Employee Stock Ownership Plan at $11M / 99 participants.

#10,814
in Healthcare & Social Assistance (16,916 peers)
+10.5%
assets growth YoY

Pls Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Pls Employee Stock Ownership Plan vs every filed plan by assets

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

$11,401,342 Top 41% higher than 59% 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

Pls 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. Pls Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pls Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Pls Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Pls Employee Stock Ownership Plan reported participants fell from 100 in the plan year 2023 filing to 99 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391634391 · Productive Living Systems, Inc. PY 2024 · ESOP

Pls Employee Stock Ownership Plan · $11M · 99 · 59th

  • PART $11M
  • TYPE 99
  • NET 59th
  • BOOK ESOP
  • VS-ST near The Tri-M Group Employee Stock Ownership Plan
  • BOY ind #10814

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 →

Pls Employee Stock Ownership Plan in the asset neighbourhood

Gewalt Hamilton Associates Employee Stock Ownership PlanGewalt Hamilton Associates E…$11MPls Employee Stock Ownership PlanPls Employee Stock Ownership…$11MThe Tri-M Group Employee Stock Ownership PlanThe Tri-M Group Employee Sto…$11MMaine Commercial Tire, Inc. Employee Stock Ownership PlanMaine Commercial Tire, Inc. …$11MElectra Sales of North Texas, Inc. Employee Stock Ownership PlanElectra Sales of North Texas…$11M
End-of-year total assets ($M) among Pls Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Productive Living Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Productive Living Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 53.675768008713746% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.42M $11.4M ▲ +53.6%
Year Plans Participants Total Assets
2022 1 111 $7M
2023 1 100 $10M
2024 1 99 $11M

Productive Living Systems, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN391634391
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Pls Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Pls Employee Stock Ownership Plan, Total assets ($B): 0.011401342 · Participants: 99Pls 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
Pls Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Pls Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest ESOP by assets is The Tri-M Group Employee Stock Ownership Plan in PA ($11M); by covered participants it is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN (99 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 Pls Employee Stock Ownership Plan assets move in 2024? ▼
Pls Employee Stock Ownership Plan grew at a solid clip - up 10.5% during 2024, from $10M to $11M. Reported net income was $1M.
How have Productive Living Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Productive Living Systems, Inc.'s sponsor-wide assets grew 53.7%, from $7M to $11M.
Which ESOP plans are similar in size to Pls Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Tri-M Group Employee Stock Ownership Plan in PA ($11M, 464 participants).
Which ESOP plans cover a similar participant headcount to Pls Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN (99 participants, $38M 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 391634391.

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.