ESOP · DOL Form 5500 · 2023
Pcg Exchange, Inc. ESOP
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Pcg Exchange, Inc. Employee Stock Ownership Plan · Sponsored by Pcg Exchange, Inc. · Georgia · Real Estate
$17M in assets, 11 participants
Pcg Exchange, Inc.'s Pcg Exchange, Inc. Employee Stock Ownership Plan reported $17M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #4,016 in Real Estate (4,727 peers)
2023 asset change
Pcg Exchange, Inc. Employee Stock Ownership Plan pulled back noticeably 8.6% in 2023 ($19M → $17M) for 11 participants.
- #4,016
- in Real Estate (4,727 peers)
- -8.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pcg Exchange, Inc. Employee Stock Ownership Plan's outsized position by total assets
Pcg Exchange, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,483,230 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pcg Exchange, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pcg Exchange, Inc. Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pcg Exchange, Inc. Employee Stock Ownership Plan reported net income rose from -$12M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Pcg Exchange, Inc. Employee Stock Ownership Plan end-of-year assets fell from $19M in the plan year 2022 filing to $17M in the plan year 2023 filing.
DOL schedule card
Filing strip 204812939 · Pcg Exchange, Inc. PY 2023 · ESOP
Pcg Exchange, Inc. Employee Stock Ownership Plan · $17M · 11 · 70th
- PHOTO $17M
- PHOTO 11
- PHOTO 70th
- PHOTO ESOP
- PHOTO near L & H Company, Inc. Employee Stock Ownership Plan and Trust
- PHOTO ind #4016
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 Georgia →
Pcg Exchange, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Pcg Exchange, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Pcg Exchange, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 4.432748196328549% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $19M |
| 2023 | 1 | 11 | $17M |
| 2024 | 1 | 11 | $20M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$2M |
| Employer EIN | 204812939 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $665M · 1,772
- Choate Construction Company Employee Stock Ownership Plan $408M · 454
- Brent Scarbrough & Company Employee Stock Ownership Plan $367M · 439
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $222M · 424
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $208M · 327
Pcg Exchange, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is L & H Company, Inc. Employee Stock Ownership Plan and Trust in IL ($17M); by covered participants it is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.