ESOP · DOL Form 5500 · 2024

Point B, Inc. ESOP

Data updated 2026-08-25

$33M
Total assets Below avg plan size
644
Participants Below avg headcount
78th
Percentile by assets National rank
$50,531
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Point B, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Point B, Inc. · Washington · Professional & Technical Services

$33M in assets, 644 participants

Point B, Inc.'s Point B, Inc. Employee Stock Ownership Plan and Trust reported $33M in total assets and 644 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,887 in Professional & Technical Services (20,173 peers)

Coverage in Washington

Point B, Inc. Employee Stock Ownership Plan and Trust covers 644 participants in Washington, about 44% of the average Washington filer (state average ~1,476 per filing). Assets: $33M.

#15,887
in Professional & Technical Services (20,173 peers)
-48.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Point B, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Point B, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$32,542,168 Top 22% higher than 78% 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

Point B, Inc. Employee Stock Ownership 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. Point B, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (644 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Point B, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$80M in the plan year 2023 filing to -$30M in the plan year 2024 filing.
  • Point B, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $63M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Point B, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 840 in the plan year 2023 filing to 644 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 263473011 · Point B, Inc. PY 2024 · ESOP

Point B, Inc. Employee Stock Ownership Plan and Trust · $33M · 644 · 78th

  • RANK $33M
  • PHOTO 644
  • IND 78th
  • EOY ESOP
  • 5500 near B&g Industries, Ltd. Employee Stock Ownership Plan
  • ASSETS ind #15887

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 Washington →

Point B, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Jlg Architects Employee Stock Ownership PlanJlg Architects Employee Stoc…$33MApplied Information Sciences, Inc. Employee Stock Ownership PlanApplied Information Sciences…$33MPoint B, Inc. Employee Stock Ownership Plan and TrustPoint B, Inc. Employee Stock…$33MB&g Industries, Ltd. Employee Stock Ownership PlanB&g Industries, Ltd. Employe…$33MConsolidated Electronic Wire & Cable Corp. Employee Stock Ownership PlanConsolidated Electronic Wire…$33M
End-of-year total assets ($M) among Point B, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$33M
Net Income-$30M
Employer EIN263473011
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Point B, Inc.)

Sponsor-wide plan assets over time

All Point B, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$185M 31.80839880440356% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $271M $185M ▼ -31.8%
Year Plans Participants Total Assets
2022 2 1,558 $271M
2023 2 1,807 $212M
2024 2 1,315 $185M

Nearby ESOP Plans in Washington

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

Point B, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -101234 Total assets ($B) Participants Point B, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.032542168 · Participants: 644Point B, Inc. Employee Stock Ownership Plan and TrustSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.162915985 · Participants: 4281Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.30805532 · Participants: 1238Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.207396855 · Participants: 291Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.159192217 · Participants: 737Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.097195017 · Participants: 184The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Point B, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants
Compare Point B, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Point B, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is B&g Industries, Ltd. Employee Stock Ownership Plan in NY ($33M); by covered participants it is The Boldt Group, Inc. Employee Stock Ownership Plan in WI (645 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (644 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 Point B, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Point B, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 48.1% during 2024, from $63M to $33M. Reported net income was -$30M.
How have Point B, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Point B, Inc.'s sponsor-wide assets declined 31.8%, from $271M to $185M.
Where does Point B, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Point B, Inc. Employee Stock Ownership Plan and Trust ranks in the 78th 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 ESOP plans are similar in size to Point B, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is B&g Industries, Ltd. Employee Stock Ownership Plan in NY ($33M, 62 participants).
Which ESOP plans cover a similar participant headcount to Point B, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is The Boldt Group, Inc. Employee Stock Ownership Plan in WI (645 participants, $116M 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 263473011.

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.