ESOP · DOL Form 5500 · 2024

Process Distribution Group ESOP

Data updated 2026-08-11

$42M
Total assets
127
Participants
82nd
Percentile by assets
$326,869
Avg per participant
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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.

  • 82nd percentile by assets (of 123,622 plans)
  • #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.

$42M
total plan assets (2024 EOY)
127
covered participants
82nd
percentile by assets (of 123,622 plans)
$326,869
avg assets per participant

Where Pdg Employee Stock Ownership Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Wholesale Trade

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Pdg Employee Stock Ownership Plan reports 127 participants - about 20% of that state average ($42M EOY assets).

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)

$20M$40M$60M$80M$100M$120M 202220232024 $97.7M $43M ▼ -56.0%
Total plan assets by year, all Process Distribution Group plans on file
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 ($B) Participants Pdg Employee Stock O…, Total assets ($B): 0.041512368 · Participants: 127Pdg Employee Stock O…Parsons Employee Sto…, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, I…Ecc Employee Stock O…, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock O…Agron, Inc. Employee…, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee…
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 →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Pdg Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Pdg Employee Stock Ownership Plan

Filing takeaways

Ways to act on Pdg Employee Stock Ownership Plan's numbers.

  • By total assets, Pdg Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Process Distribution Group's sponsor-wide assets have declined 56.0% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.