ESOP · DOL Form 5500 · 2023

Process Distribution Group ESOP

Data updated 2026-08-25

$38M
Total assets Below avg plan size
139
Participants Small participant base
82nd
Percentile by assets National rank
$272,259
Avg per participant High balance/head
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Official DOL plan name: Pdg Employee Stock Ownership Plan · Sponsored by Process Distribution Group · California · Wholesale Trade

$38M in assets, 139 participants

Process Distribution Group's Pdg Employee Stock Ownership Plan reported $38M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,206 in Wholesale Trade (6,309 peers)

Coverage in California

Pdg Employee Stock Ownership Plan covers 139 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $38M.

#5,206
in Wholesale Trade (6,309 peers)
-53.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pdg Employee Stock Ownership Plan's outsized position by total assets

Pdg Employee Stock Ownership Plan vs every filed plan by assets

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

$37,844,065 Top 18% higher than 82% 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 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. Pdg Employee Stock Ownership Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pdg Employee Stock Ownership Plan reported net income fell from $36M in the plan year 2022 filing to -$45M in the plan year 2023 filing.
  • Pdg Employee Stock Ownership Plan end-of-year assets fell from $82M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Pdg Employee Stock Ownership Plan reported participants fell from 144 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 711043927 · Process Distribution Group PY 2023 · ESOP

Pdg Employee Stock Ownership Plan · $38M · 139 · 82nd

  • ASSETS $38M
  • ASSETS 139
  • ASSETS 82nd
  • ASSETS ESOP
  • ASSETS near Hac, Inc. Employee Stock Ownership Plan
  • ASSETS ind #5206

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 →

Pdg Employee Stock Ownership Plan in the asset neighbourhood

Smalley & Company Employee Stock Ownership Plan and TrustSmalley & Company Employee S…$38MAbsolute Group, Inc. Employee Stock Ownership Plan and TrustAbsolute Group, Inc. Employe…$38MPdg Employee Stock Ownership PlanPdg Employee Stock Ownership…$38MHac, Inc. Employee Stock Ownership PlanHac, Inc. Employee Stock Own…$38MPlains Ag Employee Stock Ownership PlanPlains Ag Employee Stock Own…$38M
End-of-year total assets ($M) among Pdg Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$37M
Net Income-$45M
Employer EIN711043927
Plan Effective Date1984-08-01
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 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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Pdg Employee Stock Ownership Plan, Total assets ($B): 0.037844065 · Participants: 139Pdg 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
Pdg Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Pdg Employee Stock Ownership Plan side-by-side with 3 peers →

Pdg Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Hac, Inc. Employee Stock Ownership Plan in OK ($38M); by covered participants it is Poblocki Paving Corp. Employee Stock Ownership Plan in WI (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Employee Stock Ownership Plan assets move in 2023? ▼
Pdg Employee Stock Ownership Plan contracted severely - down 53.8% during 2023, from $82M to $38M. Reported net income was -$45M.
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 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile 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 Hac, Inc. Employee Stock Ownership Plan in OK ($38M, 1,938 participants).
Which ESOP plans cover a similar participant headcount to Pdg Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Poblocki Paving Corp. Employee Stock Ownership Plan in WI (139 participants, $25M 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.