ESOP · DOL Form 5500 · 2024

Proactive Technologies, Inc. ESOP

Data updated 2026-08-25

$25K
Total assets Small plan by assets
64
Participants Small participant base
2nd
Percentile by assets National rank
$394
Avg per participant Low balance/head
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Official DOL plan name: Proactive Technologies, Inc. Employee Stock Ownership Plan · Sponsored by Proactive Technologies, Inc. · Florida · Professional & Technical Services

$25K in assets, 64 participants

Proactive Technologies, Inc.'s Proactive Technologies, Inc. Employee Stock Ownership Plan reported $25K in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.

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

2024 asset change

Proactive Technologies, Inc. Employee Stock Ownership Plan contracted severely 72.3% in 2024 ($91K → $25K) for 64 participants.

#426
in Professional & Technical Services (20,173 peers)
-72.3%
assets change YoY

Proactive Technologies, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Proactive Technologies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$25,184 2nd percentile higher than 2% 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

Proactive Technologies, Inc. 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. Proactive Technologies, Inc. Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Proactive Technologies, Inc. Employee Stock Ownership Plan reported net income rose from $625K in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Proactive Technologies, Inc. Employee Stock Ownership Plan end-of-year assets rose from $20K in the plan year 2023 filing to $25K in the plan year 2024 filing.
  • Proactive Technologies, Inc. Employee Stock Ownership Plan reported participants fell from 84 in the plan year 2023 filing to 64 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 541815346 · Proactive Technologies, Inc. PY 2024 · ESOP

Proactive Technologies, Inc. Employee Stock Ownership Plan · $25K · 64 · 2nd

  • SCH $25K
  • SCH 64
  • SCH 2nd
  • SCH ESOP
  • SCH near Anton's Ltd. Employee Stock Ownership Plan
  • SCH ind #426

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 Florida →

Proactive Technologies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Proactive Technologies, Inc. Employee Stock Ownership PlanProactive Technologies, Inc.…$25KAnton's Ltd. Employee Stock Ownership PlanAnton's Ltd. Employee Stock …$25KSuburban Manufacturing Co Employee Stock Ownership PlanSuburban Manufacturing Co Em…$26KFellowes, Inc. Employee Stock Ownership PlanFellowes, Inc. Employee Stoc…$26KAz Pro Signs, Inc. Employee Stock Ownership PlanAz Pro Signs, Inc. Employee …$25K
End-of-year total assets ($M) among Proactive Technologies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Proactive Technologies, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Proactive Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 5.247397588570197% vs 2022
2024 filing year
$5.5M$5.6M$5.7M$5.8M$5.9M$6M 202220232024 $5.62M $5.92M ▲ +5.3%
Year Plans Participants Total Assets
2022 2 250 $6M
2023 2 203 $6M
2024 2 129 $6M

2024 asset-move particulars

Total Assets (Beginning of Year)$91K
Net Assets (End of Year)$17K
Net Income$16M
Employer EIN541815346
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Proactive Technologies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Proactive Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000025184 · Participants: 64Proactive Technologies, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Proactive Technologies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Proactive Technologies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Proactive Technologies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Anton's Ltd. Employee Stock Ownership Plan in WI ($25K); by covered participants it is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Proactive Technologies, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Proactive Technologies, Inc. Employee Stock Ownership Plan contracted severely - down 72.3% during 2024, from $91K to $25K. Reported net income was $16M.
How have Proactive Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Proactive Technologies, Inc.'s sponsor-wide assets grew 5.2%, from $6M to $6M.
Where does Proactive Technologies, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Proactive Technologies, Inc. Employee Stock Ownership Plan ranks in the 2nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Proactive Technologies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Anton's Ltd. Employee Stock Ownership Plan in WI ($25K, 43 participants).
Which ESOP plans cover a similar participant headcount to Proactive Technologies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants, $5M 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 541815346.

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.