ESOP · DOL Form 5500 · 2023
Pridgeon & Clay, Inc. ESOP
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 375
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $38,701
- Avg per participant Low balance/head
Official DOL plan name: Pridgeon & Clay, Inc Employee Stock Ownership Plan · Sponsored by Pridgeon & Clay, Inc. · Michigan · Manufacturing
$15M in assets, 375 participants
Pridgeon & Clay, Inc.'s Pridgeon & Clay, Inc Employee Stock Ownership Plan reported $15M in total assets and 375 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #10,265 in Manufacturing (18,722 peers)
Pridgeon & Clay, Inc. multi-year trail
Pridgeon & Clay, Inc.'s plans moved +11.2% in assets from 2022 to 2024; this filing shows Pridgeon & Clay, Inc Employee Stock Ownership Plan at $15M / 375 participants.
- #10,265
- in Manufacturing (18,722 peers)
- +37.8%
- assets growth YoY
Pridgeon & Clay, Inc Employee Stock Ownership Plan's outsized position by total assets
Pridgeon & Clay, Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,512,856 Top 33% higher than 67% 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
Pridgeon & Clay, 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. Pridgeon & Clay, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (375 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pridgeon & Clay, Inc Employee Stock Ownership Plan reported net income rose from $950K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Pridgeon & Clay, Inc Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Pridgeon & Clay, Inc Employee Stock Ownership Plan reported participants fell from 515 in the plan year 2022 filing to 375 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 381310157 · Pridgeon & Clay, Inc. PY 2023 · ESOP
Pridgeon & Clay, Inc Employee Stock Ownership Plan · $15M · 375 · 67th
- EIN $15M
- RANK 375
- PHOTO 67th
- IND ESOP
- EOY near Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan
- 5500 ind #10265
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 Michigan →
Pridgeon & Clay, Inc Employee Stock Ownership Plan in the asset neighbourhood
Pridgeon & Clay, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Pridgeon & Clay, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 11.243481423747818% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,153 | $60M |
| 2023 | 2 | 1,097 | $68M |
| 2024 | 2 | 1,025 | $66M |
Pridgeon & Clay, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $4M |
| Employer EIN | 381310157 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.3B · 1,635
- The Kendall Group Employee Stock Ownership Plan $808M · 1,907
- Project Worldwide, Inc. Employee Stock Ownership Plan $436M · 1,173
- Motor City Electric Co. Employee Stock Ownership Plan $258M · 207
- Lee Contracting, Inc. Employee Stock Ownership Plan $238M · 500
Pridgeon & Clay, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan in MA ($15M); by covered participants it is Gotham Per Diem, Inc. Employee Stock Ownership Plan in NY (375 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan (MA) $15M · 187
- Total Water Treatment Systems, Inc. Employee Stock Ownership Plan (WI) $15M · 104
- Design Electric, Inc. Employee Stock Ownership Plan (VA) $15M · 122
- L&s Construction, Inc. Employee Stock Ownership Plan (CA) $15M · 78
Similar participant headcount
Nearest other-state filings by covered participants (375 participants); asset peers above are excluded.
- Gotham Per Diem, Inc. Employee Stock Ownership Plan (NY) 375 · 0 off
- James a. Scott & Son, Incorporated Employee Stock Ownership Plan (VA) 376 · 1 off
- The Employee Stock Ownership Plan for Employees of Humphrey & Associates, Inc. (TX) 374 · 1 off
- Measurement Incorporated Employee Stock Ownership Plan (NC) 376 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.