ESOP · DOL Form 5500 · 2024

Process Distribution Group ESOP

Data updated 2026-08-25

$42M
Total assets Below avg plan size
127
Participants Small participant base
82nd
Percentile by assets National rank
$326,869
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

$42M in assets, 127 participants

Process Distribution Group's Pdg Employee Stock Ownership Plan reported $42M in total assets and 127 participants in its 2024 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.

  • #4,996 in Wholesale Trade (6,080 peers)

Coverage in California

Pdg Employee Stock Ownership Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $42M.

#4,996
in Wholesale Trade (6,080 peers)
+9.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$41,512,368 Top 18% higher than 82% 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

Pdg 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. Pdg Employee Stock Ownership Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pdg Employee Stock Ownership Plan reported net income rose from -$45M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Pdg Employee Stock Ownership Plan end-of-year assets rose from $38M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Pdg Employee Stock Ownership Plan reported participants fell from 139 in the plan year 2023 filing to 127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 711043927 · Process Distribution Group PY 2024 · ESOP

Pdg Employee Stock Ownership Plan · $42M · 127 · 82nd

  • TYPE $42M
  • TYPE 127
  • TYPE 82nd
  • TYPE ESOP
  • TYPE near Qps Employee Stock Ownership Plan
  • TYPE ind #4996

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

Community Trust Bancorp Inc Employee Stock Ownership PlanCommunity Trust Bancorp Inc …$42ME-Cycle Inc. Employee Stock Ownership PlanE-Cycle Inc. Employee Stock …$42MPdg Employee Stock Ownership PlanPdg Employee Stock Ownership…$42MQps Employee Stock Ownership PlanQps Employee Stock Ownership…$41MMounds East, Inc. Employee Stock Ownership PlanMounds East, Inc. Employee S…$41M
End-of-year total assets ($M) among Pdg Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$40M
Net Income$3M
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 -20246 Total assets ($B) Participants Pdg Employee Stock Ownership Plan, Total assets ($B): 0.041512368 · Participants: 127Pdg 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
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 Qps Employee Stock Ownership Plan in WI ($41M); by covered participants it is Dave Carter & Associates, Inc. Employee Stock Ownership Plan in FL (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Pdg Employee Stock Ownership Plan assets move in 2024? ▼
Pdg Employee Stock Ownership Plan grew at a solid clip - up 9.7% during 2024, from $38M to $42M. Reported net income was $3M.
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 123,622 plans that reported assets for plan year 2024 (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 Qps Employee Stock Ownership Plan in WI ($41M, 266 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 Dave Carter & Associates, Inc. Employee Stock Ownership Plan in FL (127 participants, $7M 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 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.