ESOP · DOL Form 5500 · 2023
Pmg, Inc. ESOP
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 62nd
- Percentile by assets National rank
Official DOL plan name: Pmg, Inc. Employee Stock Ownership Plan · Sponsored by Pmg, Inc. · North Carolina · Wholesale Trade
$12M in assets, N/A participants
Pmg, Inc.'s Pmg, Inc. Employee Stock Ownership Plan reported $12M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,490 in Wholesale Trade (6,309 peers)
Pmg, Inc. multi-year trail
Pmg, Inc.'s plans moved +77.5% in assets from 2023 to 2024; this filing shows Pmg, Inc. Employee Stock Ownership Plan at $12M / N/A participants.
- #3,490
- in Wholesale Trade (6,309 peers)
- -70.4%
- assets change YoY
The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pmg, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers
Pmg, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,955,035 Top 38% higher than 62% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Plan-year Form 5500 strip
Filing strip 300796253 · Pmg, Inc. PY 2023 · ESOP
Pmg, Inc. Employee Stock Ownership Plan · $12M · N/A · 62nd
- BOOK $12M
- BOOK N/A
- BOOK 62nd
- BOOK ESOP
- BOOK near Idi Fabrication, Inc. Employee Stock Ownership Plan
- BOOK ind #3490
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 North Carolina →
Pmg, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Pmg, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Pmg, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 77.47873594682073% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | N/A | $12M |
| 2024 | 1 | 102 | $21M |
Pmg, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | -$30M |
| Net Income | -$30M |
| Employer EIN | 300796253 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $182M · 1,330
- Ecmd, Inc. Employee Stock Ownership Plan $132M · 922
- Precision Walls, Inc. Employee Stock Ownership Plan $111M · 1,028
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $102M · 273
- State Utility Contractors, Inc. Employee Stock Ownership Plan $86M · 144
Pmg, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets
Outside North Carolina, the nearest ESOP by end-of-year assets is Idi Fabrication, Inc. Employee Stock Ownership Plan in IN at $12M (this filing: $12M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.