ESOP · DOL Form 5500 · 2024

P.L. Marketing, Inc. ESOP

Data updated 2026-08-25

$104M
Total assets Near avg plan size
1,358
Participants Near avg headcount
91st
Percentile by assets National rank
$76,591
Avg per participant Below avg balance/head
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Official DOL plan name: P.L Marketing, Inc. Employee Stock Ownership Plan · Sponsored by P.L. Marketing, Inc. · Kentucky · Wholesale Trade

$104M in assets, 1,358 participants

P.L. Marketing, Inc.'s P.L Marketing, Inc. Employee Stock Ownership Plan reported $104M in total assets and 1,358 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #5,627 in Wholesale Trade (6,080 peers)

Coverage in Kentucky

P.L Marketing, Inc. Employee Stock Ownership Plan covers 1,358 participants in Kentucky, 2.1x the typical Kentucky plan (state average ~647 per filing). Assets: $104M.

#5,627
in Wholesale Trade (6,080 peers)
+11.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

P.L Marketing, Inc. Employee Stock Ownership Plan's outsized position by total assets

P.L Marketing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$104,010,432 Top 9% higher than 91% 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

P.L Marketing, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. P.L Marketing, Inc. Employee Stock Ownership Plan lands in the large band (1,358 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • P.L Marketing, Inc. Employee Stock Ownership Plan reported net income fell from $21M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • P.L Marketing, Inc. Employee Stock Ownership Plan end-of-year assets rose from $93M in the plan year 2023 filing to $104M in the plan year 2024 filing.
  • P.L Marketing, Inc. Employee Stock Ownership Plan reported participants rose from 1,226 in the plan year 2023 filing to 1,358 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 311276521 · P.L. Marketing, Inc. PY 2024 · ESOP

P.L Marketing, Inc. Employee Stock Ownership Plan · $104M · 1,358 · 91st

  • VS-ST $104M
  • VS-ST 1,358
  • VS-ST 91st
  • VS-ST ESOP
  • VS-ST near Showplace Wood Products, Inc. Employee Stock Ownership Plan
  • VS-ST ind #5627

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 Kentucky →

P.L Marketing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

P.L Marketing, Inc. Employee Stock Ownership PlanP.L Marketing, Inc. Employee…$104MShowplace Wood Products, Inc. Employee Stock Ownership PlanShowplace Wood Products, Inc…$104MThe Christman Employee Stock Ownership PlanThe Christman Employee Stock…$104MAi Industries, Inc. Employee Stock Ownership PlanAi Industries, Inc. Employee…$103MAlliance Material Handling Employee Stock Ownership PlanAlliance Material Handling E…$103M
End-of-year total assets ($M) among P.L Marketing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$69M
Net Income$12M
Employer EIN311276521
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P.L. Marketing, Inc.)

Sponsor-wide plan assets over time

All P.L. Marketing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$154M 35.02886412283932% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $114M $154M ▲ +35.0%
Year Plans Participants Total Assets
2022 2 2,389 $114M
2023 2 2,489 $139M
2024 2 3,457 $154M

Nearby ESOP Plans in Kentucky

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

P.L Marketing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -10123 Total assets ($B) Participants P.L Marketing, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.104010432 · Participants: 1358P.L Marketing, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
P.L Marketing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare P.L Marketing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

P.L Marketing, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Showplace Wood Products, Inc. Employee Stock Ownership Plan in SD ($104M); by covered participants it is Oaktree Employee Stock Ownership Plan in OK (1,362 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,358 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 P.L Marketing, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
P.L Marketing, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.7% during 2024, from $93M to $104M. Reported net income was $12M.
How have P.L. Marketing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P.L. Marketing, Inc.'s sponsor-wide assets grew 35.0%, from $114M to $154M.
Where does P.L Marketing, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
P.L Marketing, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to P.L Marketing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Showplace Wood Products, Inc. Employee Stock Ownership Plan in SD ($104M, 529 participants).
Which ESOP plans cover a similar participant headcount to P.L Marketing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Oaktree Employee Stock Ownership Plan in OK (1,362 participants, $3M 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 311276521.

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.