Other
2022 plan-year Other DOL Form 5500

Pridgeon & Clay, Inc Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pridgeon & Clay, Inc. · Michigan · Manufacturing

What the 2023 filing shows

Pridgeon & Clay, Inc Employee Stock Ownership Plan holds $11M for 515 participants — about $20,453 per participant, up 9.3% over the 2022 plan year.

$11M
total plan assets (2022 EOY)
515
covered participants
$20,453
avg assets per participant
+9.3%
assets growth YoY
Total Assets (2023)
$11M
Participants
515
State
Industry
Manufacturing

What the Filing Says About Pridgeon & Clay, Inc Employee Stock Ownership Plan

Pridgeon & Clay, Inc Employee Stock Ownership Plan is a Other retirement plan sponsored by Pridgeon & Clay, Inc., headquartered in Michigan. As of the 2022 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 515 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 381310157, and the plan has been effective since 1999-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2022 to $11M at year-end — a gain of 9.3%. Net assets (after liabilities) closed the year at $11M, with reported net income of $950K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$950K
Plan TypeOther
Employer EIN381310157
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pridgeon & Clay, Inc.)

Year Plans Participants Total Assets
2022 2 1,153 $60M
2023 2 1,097 $68M
2024 1 696 $56M

Nearby Other Plans in Michigan

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

Frequently Asked Questions

How much money is in the Pridgeon & Clay, Inc Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Pridgeon & Clay, Inc Employee Stock Ownership Plan holds $11M in total assets with 515 participants. It is sponsored by Pridgeon & Clay, Inc..
What type of plan is Pridgeon & Clay, Inc Employee Stock Ownership Plan?
Pridgeon & Clay, Inc Employee Stock Ownership Plan is a Other plan. It has been effective since 1999-01-01. The plan is filed with the U.S. Department of Labor under EIN 381310157.
Who sponsors the Pridgeon & Clay, Inc Employee Stock Ownership Plan?
Pridgeon & Clay, Inc Employee Stock Ownership Plan is sponsored by Pridgeon & Clay, Inc., located in Michigan. The sponsor's EIN is 381310157 and the plan operates in the Manufacturing industry.
How did Pridgeon & Clay, Inc Employee Stock Ownership Plan perform in 2022?
Pridgeon & Clay, Inc Employee Stock Ownership Plan grew by 9.3% during 2022, moving from $10M to $11M in total assets. Net income was $950K.
Where can I find official filings for Pridgeon & Clay, Inc Employee Stock Ownership Plan?
Official Form 5500 filings for Pridgeon & Clay, Inc Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 381310157 or plan name at efast.dol.gov.
How does Pridgeon & Clay, Inc Employee Stock Ownership Plan compare to other plans?
You can compare Pridgeon & Clay, Inc Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 381310157.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.