ESOP · DOL Form 5500 · 2023

Pbi-Gordon Companies, Inc. ESOP

Data updated 2026-08-25

$359M
Total assets Above avg plan size
488
Participants Below avg headcount
97th
Percentile by assets National rank
$735,109
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan · Sponsored by Pbi-Gordon Companies, Inc. · Kansas · Manufacturing

$359M in assets, 488 participants

Pbi-Gordon Companies, Inc.'s Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan reported $359M in total assets and 488 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,716 in Manufacturing (18,722 peers)

Where Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan sits by assets

Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $359M for 488 participants (~$735,109/participant), down 2.9% in 2023.

#17,716
in Manufacturing (18,722 peers)
-2.9%
assets change YoY
3.6×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan's outsized position by total assets

Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$358,733,267 Top 3% higher than 97% 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

Pbi-Gordon Companies, 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. Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (488 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan reported net income fell from $23M in the plan year 2022 filing to -$15M in the plan year 2023 filing.
  • Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan reported participants fell from 506 in the plan year 2022 filing to 488 in the plan year 2023 filing.
  • Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan end-of-year assets fell from $370M in the plan year 2022 filing to $359M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 852832459 · Pbi-Gordon Companies, Inc. PY 2023 · ESOP

Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan · $359M · 488 · 97th

  • TYPE $359M
  • TYPE 488
  • TYPE 97th
  • TYPE ESOP
  • TYPE near Mott Corporation Employee Stock Ownership Plan
  • TYPE ind #17716

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 Kansas →

Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Nibco Inc. Employee Stock Ownership PlanNibco Inc. Employee Stock Ow…$365MMott Corporation Employee Stock Ownership PlanMott Corporation Employee St…$360MPbi-Gordon Companies, Inc. Employee Stock Ownership PlanPbi-Gordon Companies, Inc. E…$359MAir Tractor Holdings, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. E…$357MThe Resorts Companies, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. …$352M
End-of-year total assets ($M) among Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$370M
Net Assets (End of Year)$200M
Net Income-$15M
Employer EIN852832459
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pbi-Gordon Companies, Inc.)

Sponsor-wide plan assets over time

All Pbi-Gordon Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 91.55489090770334% vs 2022
2024 filing year
$0M$200M$400M$600M 202220232024 $394M $33.3M ▼ -91.6%
Year Plans Participants Total Assets
2022 2 992 $394M
2023 2 980 $389M
2024 1 488 $33M

Nearby ESOP Plans in Kansas

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

Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 200400600800 0100200300400 Total assets ($M) Participants Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 358.733267 · Participants: 488Pbi-Gordon Companies, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 296.082944 · Participants: 549Harcros Chemicals, Inc. Employee Stock Ownership PlanMmc Corp Employee Stock Ownership Plan, Total assets ($M): 239.968034 · Participants: 754Mmc Corp Employee Stock Ownership PlanGlobe Engineering Co Inc Employee Stock Ownership Plan and Trust, Total assets ($M): 136.184991 · Participants: 236Globe Engineering Co Inc Employee Stock Ownership Plan and TrustInland Truck Parts Company Employee Stock Ownership Plan and Trust, Total assets ($M): 98.736189 · Participants: 665Inland Truck Parts Company Employee Stock Ownership Plan and TrustBerkel & Company Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 97.701863 · Participants: 392Berkel & Company Contractors, Inc. Employee Stock Ownership Plan
Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kansas, the nearest ESOP by assets is Mott Corporation Employee Stock Ownership Plan in CT ($360M); by covered participants it is Ksm Business Services, Inc. Employee Stock Ownership Plan in IN (488 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (488 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 Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan edged down modestly - down 2.9% during 2023, from $370M to $359M. Reported net income was -$15M.
How have Pbi-Gordon Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pbi-Gordon Companies, Inc.'s sponsor-wide assets declined 91.6%, from $394M to $33M.
Where does Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mott Corporation Employee Stock Ownership Plan in CT ($360M, 269 participants).
Which ESOP plans cover a similar participant headcount to Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ksm Business Services, Inc. Employee Stock Ownership Plan in IN (488 participants, $92M 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 852832459.

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.