401(k) · DOL Form 5500 · 2023

Process Distribution Group 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
170
Participants Small participant base
73rd
Percentile by assets National rank
$122,789
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pdg 401(k) Plan · Sponsored by Process Distribution Group · California · Wholesale Trade

$21M in assets, 170 participants

Process Distribution Group's Pdg 401(k) Plan reported $21M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,450 in Wholesale Trade (6,309 peers)

Coverage in California

Pdg 401(k) Plan covers 170 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $21M.

#4,450
in Wholesale Trade (6,309 peers)
+33.0%
assets growth YoY

Pdg 401(k) Plan's outsized position by total assets

Pdg 401(k) Plan vs every filed plan by assets

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

$20,874,188 Top 27% higher than 73% 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

Pdg 401(k) 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. Pdg 401(k) Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pdg 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Pdg 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Pdg 401(k) Plan reported participants rose from 161 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 711043927 · Process Distribution Group PY 2023 · 401(k)

Pdg 401(k) Plan · $21M · 170 · 73rd

  • EOY $21M
  • 5500 170
  • ASSETS 73rd
  • PCT 401(k)
  • EIN near The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust
  • RANK ind #4450

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 Wholesale Trade retirement plans → · Plans in California →

Pdg 401(k) Plan in the asset neighbourhood

Ocular Therapeutix, Inc. Employee Retirement PlanOcular Therapeutix, Inc. Emp…$21MPdg 401(k) Plan$21MThe Csi Companies, Inc. 401(k) Profit Sharing Plan and TrustThe Csi Companies, Inc. 401(…$21MPlanned Parenthood of Wisconsin Retirement PlanPlanned Parenthood of Wiscon…$21MFedrigoni US Employee Savings & Retirement PlanFedrigoni US Employee Saving…$21M
End-of-year total assets ($M) among Pdg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN711043927
Plan Effective Date2022-01-01
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 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pdg 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pdg 401(k) Plan, Total assets ($B): 0.020874188 · Participants: 170Pdg 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Pdg 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pdg 401(k) Plan side-by-side with 3 peers →

Pdg 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust in FL ($21M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Pdg 401(k) Plan assets move in 2023? ▼
Pdg 401(k) Plan surged - up 33.0% during 2023, from $16M to $21M. Reported net income was $5M.
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.
Which 401(k) plans are similar in size to Pdg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Csi Companies, Inc. 401(k) Profit Sharing Plan and Trust in FL ($21M, 3,368 participants).
Which 401(k) plans cover a similar participant headcount to Pdg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 participants, N/A 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 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.