ESOP · DOL Form 5500 · 2023

Performance Composites, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
120
Participants Small participant base
41st
Percentile by assets National rank
$35,126
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Performance Composites, Inc. Employee Stock Ownership Plan · Sponsored by Performance Composites, Inc. · California · Manufacturing

$4M in assets, 120 participants

Performance Composites, Inc.'s Performance Composites, Inc. Employee Stock Ownership Plan reported $4M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,556 in Manufacturing (18,722 peers)

Coverage in California

Performance Composites, Inc. Employee Stock Ownership Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $4M.

#4,556
in Manufacturing (18,722 peers)
+110.9%
assets growth 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.

Performance Composites, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Performance Composites, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,215,156 41st percentile higher than 41% of 127,068 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 2023

Performance Composites, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Performance Composites, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Performance Composites, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Performance Composites, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Performance Composites, Inc. Employee Stock Ownership Plan reported participants rose from 104 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330606822 · Performance Composites, Inc. PY 2023 · ESOP

Performance Composites, Inc. Employee Stock Ownership Plan · $4M · 120 · 41st

  • IND $4M
  • IND 120
  • IND 41st
  • IND ESOP
  • IND near 4top Hospitality Group, Inc. Employee Stock Ownership Plan
  • IND ind #4556

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 →

Performance Composites, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Performance Composites, Inc. Employee Stock Ownership PlanPerformance Composites, Inc.…$4M4top Hospitality Group, Inc. Employee Stock Ownership Plan4top Hospitality Group, Inc.…$4MSign Design, Inc. Employee Stock Ownership PlanSign Design, Inc. Employee S…$4MMcdantim Employee Stock Ownership PlanMcdantim Employee Stock Owne…$4MWc Enterprises, Inc. Employee Stock Ownership PlanWc Enterprises, Inc. Employe…$4M
End-of-year total assets ($M) among Performance Composites, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$139K
Net Income-$2M
Employer EIN330606822
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Performance Composites, Inc.)

Sponsor-wide plan assets over time

All Performance Composites, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 284.56989518960773% vs 2022
2024 filing year
$0M$2M$4M$6M$8M$10M 202220232024 $2M $7.69M ▲ +284.5%
Year Plans Participants Total Assets
2022 1 104 $2M
2023 1 120 $4M
2024 1 136 $8M

Nearby ESOP Plans in California

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

Performance Composites, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Performance Composites, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004215156 · Participants: 120Performance Composites, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Performance Composites, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Performance Composites, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Performance Composites, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is 4top Hospitality Group, Inc. Employee Stock Ownership Plan in TN ($4M); by covered participants it is Gordon, Inc. Employee Stock Ownership Plan in LA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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.

Frequently Asked Questions

How did Performance Composites, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Performance Composites, Inc. Employee Stock Ownership Plan surged - up 110.9% during 2023, from $2M to $4M. Reported net income was -$2M.
How have Performance Composites, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Performance Composites, Inc.'s sponsor-wide assets grew 284.6%, from $2M to $8M.
Which ESOP plans are similar in size to Performance Composites, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is 4top Hospitality Group, Inc. Employee Stock Ownership Plan in TN ($4M, 439 participants).
Which ESOP plans cover a similar participant headcount to Performance Composites, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gordon, Inc. Employee Stock Ownership Plan in LA (120 participants, $41M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330606822.

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.