ESOP · DOL Form 5500 · 2024
The Procter & Gamble Company ESOP
Data updated 2026-08-25
- $22.0B
- Total assets Mega-plan scale
- 33,639
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $652,974
- Avg per participant High balance/head
Official DOL plan name: Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan · Sponsored by The Procter & Gamble Company · Ohio · Manufacturing
$22.0B in assets, 33,639 participants
The Procter & Gamble Company's Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan reported $22.0B in total assets and 33,639 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #17,763 in Manufacturing (17,777 peers)
Coverage in Ohio
Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan covers 33,639 participants in Ohio, 44x the typical Ohio plan (state average ~765 per filing). Assets: $22.0B.
- #17,763
- in Manufacturing (17,777 peers)
- -4.9%
- assets change YoY
- 220×
- vs typical plan assets (national mean)
The plan reported a net loss of $931M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan's outsized position by total assets
Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,965,382,968 Highest reported value at or above every one of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan is a mega filing (33,639 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan reported net income fell from $1.3B in the plan year 2023 filing to -$931M in the plan year 2024 filing.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan end-of-year assets fell from $23.1B in the plan year 2023 filing to $22.0B in the plan year 2024 filing.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan reported participants rose from 32,152 in the plan year 2023 filing to 33,639 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 310411980 · The Procter & Gamble Company PY 2024 · ESOP
Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan · $22.0B · 33,639 · 100th
- BOOK $22.0B
- BOOK 33,639
- BOOK 100th
- BOOK ESOP
- BOOK near Sammons Enterprises, Inc. Employee Stock Ownership Plan
- BOOK ind #17763
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 Ohio →
Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $23.1B |
|---|---|
| Net Assets (End of Year) | $21.2B |
| Net Income | -$931M |
| Employer EIN | 310411980 |
| Plan Effective Date | 1944-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Procter & Gamble Company)
Sponsor-wide plan assets over time
All The Procter & Gamble Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $28.5B 2.4245863107933574% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 59,869 | $27.8B |
| 2023 | 3 | 61,584 | $29.3B |
| 2024 | 3 | 63,996 | $28.5B |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
- Allied Mineral Products Employee Stock Ownership Plan $404M · 606
Scale composition for Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan
Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan reports $22.0B in end-of-year assets across 33,639 participants (0.18% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.036% of 93,925,755 covered participants) - about $652,974 per participant (4.7x the national average assets-per-participant) . Net income for plan year 2024 was -$931M.
This plan identity (EIN 310411980, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $22.0B to $22.0B (-0.0%) while covered participants moved from 30,782 to 33,639 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 30,782 | $22.0B | Open filing |
| 2023 | 32,152 | $23.1B | Open filing |
| 2024 · index core | 33,639 | $22.0B | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Procter & Gamble Savings Plan (401(k), $5.4B, 29,629 participants)
- Procter & Gamble Master Retirement Plan (Defined Benefit (Pension), $1.1B, 728 participants)
Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Sammons Enterprises, Inc. Employee Stock Ownership Plan in TX ($23.9B); by covered participants it is U-Haul Holding Company Employee Stock Ownership Plan in AZ (21,253 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22.0B here).
- Sammons Enterprises, Inc. Employee Stock Ownership Plan (TX) $23.9B · 3,284
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust (FL) $14.3B · 149,213
- Wawa, Inc. Employee Stock Ownership Plan (PA) $5.5B · 37,745
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan (MO) $5.5B · 9,902
Similar participant headcount
Nearest other-state filings by covered participants (33,639 participants); asset peers above are excluded.
- U-Haul Holding Company Employee Stock Ownership Plan (AZ) 21,253 · 12,386 off
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan (FL) 16,036 · 17,603 off
- Sheetz, Inc. Employee Stock Ownership Plan (PA) 14,939 · 18,700 off
- Andersen Corporation Employee Stock Ownership Plan (MN) 12,104 · 21,535 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.