ESOP · DOL Form 5500 · 2024

Pmg, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
102
Participants Small participant base
71st
Percentile by assets National rank
$208,016
Avg per participant Above avg balance/head
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Official DOL plan name: Pmg, Inc. Employee Stock Ownership Plan · Sponsored by Pmg, Inc. · North Carolina · Wholesale Trade

$21M in assets, 102 participants

Pmg, Inc.'s Pmg, Inc. Employee Stock Ownership Plan reported $21M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,118 in Wholesale Trade (6,080 peers)

Coverage in North Carolina

Pmg, Inc. Employee Stock Ownership Plan covers 102 participants in North Carolina, about 12% of the average North Carolina filer (state average ~819 per filing). Assets: $21M.

#4,118
in Wholesale Trade (6,080 peers)
+77.5%
assets growth YoY

Pmg, Inc. Employee Stock Ownership Plan's outsized position by total assets

Pmg, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,217,645 Top 29% higher than 71% of 123,620 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 2024

Pmg, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pmg, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pmg, Inc. Employee Stock Ownership Plan reported net income rose from -$30M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Pmg, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Pmg, Inc. Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2023 filing to 102 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 300796253 · Pmg, Inc. PY 2024 · ESOP

Pmg, Inc. Employee Stock Ownership Plan · $21M · 102 · 71st

  • ASSETS $21M
  • PCT 102
  • EIN 71st
  • RANK ESOP
  • PHOTO near Grato Employee Stock Ownership Plan
  • IND ind #4118

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

Agm Container Controls, Inc. Employee Stock Ownership PlanAgm Container Controls, Inc.…$21MKennie's Markets, Inc. Employee Stock Ownership PlanKennie's Markets, Inc. Emplo…$21MPmg, Inc. Employee Stock Ownership PlanPmg, Inc. Employee Stock Own…$21MGrato Employee Stock Ownership PlanGrato Employee Stock Ownersh…$21MAbm Holdings, Inc. ESOP$21M
End-of-year total assets ($M) among Pmg, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)-$20M
Net Income$10M
Employer EIN300796253
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pmg, Inc.)

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
$10M$15M$20M$25M 20232024 $12M $21.2M ▲ +77.4%
Year Plans Participants Total Assets
2023 1 N/A $12M
2024 1 102 $21M

Nearby ESOP Plans in North Carolina

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

Pmg, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants Pmg, Inc. Employee Stock Ownership Plan, Total assets ($M): 21.217645 · Participants: 102Pmg, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Pmg, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Pmg, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Grato Employee Stock Ownership Plan in IA ($21M); by covered participants it is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pmg, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Pmg, Inc. Employee Stock Ownership Plan surged - up 77.5% during 2024, from $12M to $21M. Reported net income was $10M.
How have Pmg, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Pmg, Inc.'s sponsor-wide assets grew 77.5%, from $12M to $21M.
Which ESOP plans are similar in size to Pmg, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Grato Employee Stock Ownership Plan in IA ($21M, 99 participants).
Which ESOP plans cover a similar participant headcount to Pmg, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI (102 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 300796253.

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.