ESOP · DOL Form 5500 · 2024
Program Planning Professionals Inc ESOP
Data updated 2026-08-25
- $31K
- Total assets Small plan by assets
- 74
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $421
- Avg per participant Low balance/head
Official DOL plan name: Program Planning Professionals Inc. Employee Stock Ownership Plan - 2024 · Sponsored by Program Planning Professionals Inc · Michigan · Professional & Technical Services
$31K in assets, 74 participants
Program Planning Professionals Inc's Program Planning Professionals Inc. Employee Stock Ownership Plan - 2024 reported $31K in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.
- #492 in Professional & Technical Services (20,173 peers)
Program Planning Professionals Inc multi-year trail
Program Planning Professionals Inc's plans moved +22.9% in assets from 2022 to 2024; this filing shows Program Planning Professionals Inc. Employee Stock Ownership Plan - 2024 at $31K / 74 participants.
- #492
- in Professional & Technical Services (20,173 peers)
- -9.6%
- assets change YoY
The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Program Planning Professionals Inc. Employee Stock Ownership Plan - 2024 among the smaller filed plans by assets
Program Planning Professionals Inc. Employee Stock Ownership Plan - 2024 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,132 3rd percentile higher than 3% 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
Program Planning Professionals Inc. Employee Stock Ownership Plan - 2024 among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Program Planning Professionals Inc. Employee Stock Ownership Plan - 2024 is a small filing (74 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Program Planning Professionals Inc. Employee Stock Ownership Plan - 2024 reported net income fell from -$460 in the plan year 2023 filing to -$3K in the plan year 2024 filing.
- Program Planning Professionals Inc. Employee Stock Ownership Plan - 2024 reported participants rose from 55 in the plan year 2023 filing to 74 in the plan year 2024 filing.
- Program Planning Professionals Inc. Employee Stock Ownership Plan - 2024 end-of-year assets fell from $34K in the plan year 2023 filing to $31K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 383166928 · Program Planning Professionals Inc PY 2024 · ESOP
Program Planning Professionals Inc. Employee Stock Ownership Plan - 2024 · $31K · 74 · 3rd
- BOOK $31K
- VS-ST 74
- BOY 3rd
- SCH ESOP
- EBSA near Alarcon Asc, Inc. ESOP
- PART ind #492
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 Michigan →
Program Planning Professionals Inc. Employee Stock Ownership Plan - 2024 in the asset neighbourhood
Program Planning Professionals Inc multi-year asset trail
Sponsor-wide plan assets over time
All Program Planning Professionals Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 22.89469172015658% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 221 | $9M |
| 2023 | 2 | 254 | $11M |
| 2024 | 2 | 297 | $11M |
Program Planning Professionals Inc filing trail (2024)
| Total Assets (Beginning of Year) | $34K |
|---|---|
| Net Assets (End of Year) | $31K |
| Net Income | -$3K |
| Employer EIN | 383166928 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.6B · 1,780
- The Kendall Group Employee Stock Ownership Plan $900M · 1,936
- Project Worldwide, Inc. Employee Stock Ownership Plan $453M · 1,284
- Motor City Electric Co. Employee Stock Ownership Plan $410M · 218
- Lee Contracting, Inc. Employee Stock Ownership Plan $250M · 565
Program Planning Professionals Inc. Employee Stock Ownership Plan - 2024's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is Alarcon Asc, Inc. ESOP in CA ($31K); by covered participants it is The Bank of South Carolina Employee Stock Ownership Plan and Trust in SC (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31K here).
Similar participant headcount
Nearest other-state filings by covered participants (74 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.