ESOP · DOL Form 5500 · 2022

Process Distribution Group ESOP

Data updated 2026-08-25

$82M
Total assets Below avg plan size
144
Participants Small participant base
92nd
Percentile by assets National rank
$569,418
Avg per participant High balance/head
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Official DOL plan name: Pdg Employee Stock Ownership Plan · Sponsored by Process Distribution Group · California · Wholesale Trade

$82M in assets, 144 participants

Process Distribution Group's Pdg Employee Stock Ownership Plan reported $82M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #6,376 in Wholesale Trade (6,843 peers)

Coverage in California

Pdg Employee Stock Ownership Plan covers 144 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $82M.

#6,376
in Wholesale Trade (6,843 peers)
+27.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Pdg Employee Stock Ownership Plan's outsized position by total assets

Pdg Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$81,996,242 Top 8% higher than 92% of 139,123 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 2022

Pdg Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pdg Employee Stock Ownership Plan sits mid-pack in the medium band (144 participants).

Plan-year Form 5500 strip

Filing strip 711043927 · Process Distribution Group PY 2022 · ESOP

Pdg Employee Stock Ownership Plan · $82M · 144 · 92nd

  • SCH $82M
  • EBSA 144
  • PART 92nd
  • TYPE ESOP
  • NET near Stepan Company Employee Stock Ownership Plan II
  • BOOK ind #6376

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 California →

Pdg Employee Stock Ownership Plan in the asset neighbourhood

H & R Agri-Power Employee Stock Ownership PlanH & R Agri-Power Employee St…$82MCommunications International, Inc. Employee Stock Ownership Plan and TrustCommunications International…$82MState Utility Contractors, Inc. Employee Stock Ownership PlanState Utility Contractors, I…$82MStepan Company Employee Stock Ownership Plan IIStepan Company Employee Stoc…$82MPdg Employee Stock Ownership PlanPdg Employee Stock Ownership…$82M
End-of-year total assets ($M) among Pdg Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$82M
Net Income$36M
Employer EIN711043927
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Process Distribution Group)

Sponsor-wide plan assets over time

All Process Distribution Group plans reported in each filing year

Latest sponsor-wide plan assets
$43M 55.99201130334017% vs 2022
2024 filing year
$20M$40M$60M$80M$100M$120M 202220232024 $97.7M $43M ▼ -56.0%
Year Plans Participants Total Assets
2022 2 305 $98M
2023 2 309 $59M
2024 2 287 $43M

Nearby ESOP Plans in California

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

Pdg Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Pdg Employee Stock Ownership Plan, Total assets ($B): 0.081996242 · Participants: 144Pdg Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Pdg Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Pdg Employee Stock Ownership Plan side-by-side with 3 peers →

Pdg Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Stepan Company Employee Stock Ownership Plan II in IL ($82M); by covered participants it is Dynabrade, Inc Employee Stock Ownership Plan in NY (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pdg Employee Stock Ownership Plan assets move in 2022? ▼
Pdg Employee Stock Ownership Plan grew sharply - up 27.3% during 2022, from $64M to $82M. Reported net income was $36M.
How have Process Distribution Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Process Distribution Group's sponsor-wide assets declined 56.0%, from $98M to $43M.
Where does Pdg Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Pdg Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Pdg Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stepan Company Employee Stock Ownership Plan II in IL ($82M, 1,270 participants).
Which ESOP plans cover a similar participant headcount to Pdg Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dynabrade, Inc Employee Stock Ownership Plan in NY (144 participants, $33M in assets).

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 711043927.

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.