ESOP · DOL Form 5500 · 2024

Progressive Retail Management, Inc. ESOP

Data updated 2026-08-25

$34M
Total assets Below avg plan size
157
Participants Small participant base
79th
Percentile by assets National rank
$219,713
Avg per participant Above avg balance/head
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Official DOL plan name: Progressive Retail Management, Inc. Employee Stock Ownership Plan · Sponsored by Progressive Retail Management, Inc. · Colorado · Retail Trade

$34M in assets, 157 participants

Progressive Retail Management, Inc.'s Progressive Retail Management, Inc. Employee Stock Ownership Plan reported $34M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,065 in Retail Trade (8,048 peers)

Coverage in Colorado

Progressive Retail Management, Inc. Employee Stock Ownership Plan covers 157 participants in Colorado, about 42% of the average Colorado filer (state average ~376 per filing). Assets: $34M.

#7,065
in Retail Trade (8,048 peers)
+1.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Progressive Retail Management, Inc. Employee Stock Ownership Plan's outsized position by total assets

Progressive Retail Management, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$34,495,000 Top 21% higher than 79% 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

Progressive Retail Management, Inc. Employee Stock Ownership Plan 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. Progressive Retail Management, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Progressive Retail Management, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Progressive Retail Management, Inc. Employee Stock Ownership Plan reported participants fell from 164 in the plan year 2023 filing to 157 in the plan year 2024 filing.
  • Progressive Retail Management, Inc. Employee Stock Ownership Plan end-of-year assets rose from $34M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 824349036 · Progressive Retail Management, Inc. PY 2024 · ESOP

Progressive Retail Management, Inc. Employee Stock Ownership Plan · $34M · 157 · 79th

  • RANK $34M
  • RANK 157
  • RANK 79th
  • RANK ESOP
  • RANK near Embroidery Library, Inc Employee Stock Ownership Plan and Trust
  • RANK ind #7065

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 Colorado →

Progressive Retail Management, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Experitec, Inc. Employee Stock Ownership PlanExperitec, Inc. Employee Sto…$35MBadger Pallets Holdco Employee Stock Ownership PlanBadger Pallets Holdco Employ…$35MElectric Plus Employee Stock Ownership PlanElectric Plus Employee Stock…$35MProgressive Retail Management, Inc. Employee Stock Ownership PlanProgressive Retail Managemen…$34MEmbroidery Library, Inc Employee Stock Ownership Plan and TrustEmbroidery Library, Inc Empl…$34M
End-of-year total assets ($M) among Progressive Retail Management, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$559K
Net Income$2M
Employer EIN824349036
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Progressive Retail Management, Inc.)

Sponsor-wide plan assets over time

All Progressive Retail Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 8.073737467601621% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $37.5M $34.5M ▼ -8.1%
Year Plans Participants Total Assets
2022 1 153 $38M
2023 1 164 $34M
2024 1 157 $34M

Nearby ESOP Plans in Colorado

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

Progressive Retail Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 0200400600800 Total assets ($M) Participants Progressive Retail Management, Inc. Employee Stock Ownership Plan, Total assets ($M): 34.495 · Participants: 157Progressive Retail Management, Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 284.259 · Participants: 1205Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.554924 · Participants: 463Hercules Industries, Inc. Employee Stock Ownership Plan
Progressive Retail Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Progressive Retail Management, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Progressive Retail Management, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Embroidery Library, Inc Employee Stock Ownership Plan and Trust in MN ($34M); by covered participants it is Bepc, Incorporated Employee Stock Ownership Plan in TX (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Progressive Retail Management, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Progressive Retail Management, Inc. Employee Stock Ownership Plan edged up modestly - up 1.2% during 2024, from $34M to $34M. Reported net income was $2M.
How have Progressive Retail Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Progressive Retail Management, Inc.'s sponsor-wide assets declined 8.1%, from $38M to $34M.
Where does Progressive Retail Management, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Progressive Retail Management, Inc. Employee Stock Ownership Plan ranks in the 79th 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 Progressive Retail Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Embroidery Library, Inc Employee Stock Ownership Plan and Trust in MN ($34M, 36 participants).
Which ESOP plans cover a similar participant headcount to Progressive Retail Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bepc, Incorporated Employee Stock Ownership Plan in TX (157 participants, $8M 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 824349036.

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.