ESOP · DOL Form 5500 · 2024

Performance Composites, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
136
Participants Small participant base
50th
Percentile by assets National rank
$56,525
Avg per participant Low balance/head
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Official DOL plan name: Performance Composites, Inc. Employee Stock Ownership Plan · Sponsored by Performance Composites, Inc. · California · Manufacturing

$8M in assets, 136 participants

Performance Composites, Inc.'s Performance Composites, Inc. Employee Stock Ownership Plan reported $8M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,152 in Manufacturing (17,777 peers)

Coverage in California

Performance Composites, Inc. Employee Stock Ownership Plan covers 136 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $8M.

#6,152
in Manufacturing (17,777 peers)
+82.4%
assets growth YoY

Performance Composites, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$7,687,333 Top 50% higher than 50% 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

Performance Composites, 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. Performance Composites, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Performance Composites, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Performance Composites, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Performance Composites, Inc. Employee Stock Ownership Plan reported participants rose from 120 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330606822 · Performance Composites, Inc. PY 2024 · ESOP

Performance Composites, Inc. Employee Stock Ownership Plan · $8M · 136 · 50th

  • TYPE $8M
  • TYPE 136
  • TYPE 50th
  • TYPE ESOP
  • TYPE near Crawford Investment Counsel, Inc. Employee Stock Ownership Plan
  • TYPE ind #6152

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 →

Performance Composites, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bergen Plumbing, Inc. Employee Stock Ownership PlanBergen Plumbing, Inc. Employ…$8MJeffco Flooring & Supply, Inc. Employee Stock Ownership PlanJeffco Flooring & Supply, In…$8MPerformance Composites, Inc. Employee Stock Ownership PlanPerformance Composites, Inc.…$8MCrawford Investment Counsel, Inc. Employee Stock Ownership PlanCrawford Investment Counsel,…$8MAmwest Control, Inc. Employee Stock Ownership PlanAmwest Control, Inc. Employe…$8M
End-of-year total assets ($M) among Performance Composites, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$4M
Employer EIN330606822
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Performance Composites, Inc.)

Sponsor-wide plan assets over time

All Performance Composites, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 284.56989518960773% vs 2022
2024 filing year
$0M$2M$4M$6M$8M$10M 202220232024 $2M $7.69M ▲ +284.5%
Year Plans Participants Total Assets
2022 1 104 $2M
2023 1 120 $4M
2024 1 136 $8M

Nearby ESOP Plans in California

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

Performance Composites, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Performance Composites, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007687333 · Participants: 136Performance Composites, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Performance Composites, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Performance Composites, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Crawford Investment Counsel, Inc. Employee Stock Ownership Plan in GA ($8M); by covered participants it is Balke Brown Transwestern, Inc. Employee Stock Ownership Plan in MO (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Performance Composites, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Performance Composites, Inc. Employee Stock Ownership Plan surged - up 82.4% during 2024, from $4M to $8M. Reported net income was $4M.
How have Performance Composites, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Performance Composites, Inc.'s sponsor-wide assets grew 284.6%, from $2M to $8M.
Which ESOP plans are similar in size to Performance Composites, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Crawford Investment Counsel, Inc. Employee Stock Ownership Plan in GA ($8M, 53 participants).
Which ESOP plans cover a similar participant headcount to Performance Composites, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Balke Brown Transwestern, Inc. Employee Stock Ownership Plan in MO (136 participants, $8M 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 330606822.

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.