ESOP · DOL Form 5500 · 2022

Process Distribution Group ESOP

Data updated 2026-08-11

$82M
Total assets
144
Participants
92nd
Percentile by assets
$569,418
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$82M
total plan assets (2022 EOY)
144
covered participants
92nd
percentile by assets (of 139,126 plans)
$569,418
avg assets per participant
State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Pdg Employee Stock Ownership Plan reports 144 participants - about 23% of that state average ($82M EOY assets).

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)

$20M$40M$60M$80M$100M$120M 202220232024 $97.7M $43M ▼ -56.0%
Total plan assets by year, all Process Distribution Group plans on file
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

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 O…Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Recology Employee St…Agron, Inc. Employee…
Pdg Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Pdg Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Pdg Employee Stock Ownership Plan

Filing takeaways

Ways to act on Pdg Employee Stock Ownership Plan's numbers.