ESOP · DOL Form 5500 · 2024

Pridgeon & Clay, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
329
Participants Below avg headcount
57th
Percentile by assets National rank
$32,725
Avg per participant Low balance/head
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Official DOL plan name: Pridgeon & Clay, Inc. Employee Stock Ownership Plan · Sponsored by Pridgeon & Clay, Inc. · Michigan · Manufacturing

$11M in assets, 329 participants

Pridgeon & Clay, Inc.'s Pridgeon & Clay, Inc. Employee Stock Ownership Plan reported $11M in total assets and 329 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #7,736 in Manufacturing (17,777 peers)

Pridgeon & Clay, Inc. multi-year trail

Pridgeon & Clay, Inc.'s plans moved +11.2% in assets from 2022 to 2024; this filing shows Pridgeon & Clay, Inc. Employee Stock Ownership Plan at $11M / 329 participants.

#7,736
in Manufacturing (17,777 peers)
-25.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pridgeon & Clay, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Pridgeon & Clay, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,766,414 Top 43% higher than 57% 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

Pridgeon & Clay, 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. Pridgeon & Clay, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (329 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pridgeon & Clay, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Pridgeon & Clay, Inc. Employee Stock Ownership Plan end-of-year assets fell from $15M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Pridgeon & Clay, Inc. Employee Stock Ownership Plan reported participants fell from 375 in the plan year 2023 filing to 329 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 381310157 · Pridgeon & Clay, Inc. PY 2024 · ESOP

Pridgeon & Clay, Inc. Employee Stock Ownership Plan · $11M · 329 · 57th

  • SCH $11M
  • EBSA 329
  • PART 57th
  • TYPE ESOP
  • NET near Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan
  • BOOK ind #7736

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 Michigan →

Pridgeon & Clay, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Town & Country Grocers of Fredericktown, Mo, Inc Employee Stock Ownership PlanTown & Country Grocers of Fr…$11MPridgeon & Clay, Inc. Employee Stock Ownership PlanPridgeon & Clay, Inc. Employ…$11MAirco Mechanical, Inc. Stock Bonus Employee Stock Ownership PlanAirco Mechanical, Inc. Stock…$11MValley Premier Bank Employee Stock Ownership Plan & TrustValley Premier Bank Employee…$11MWo Partners Holdings, Inc. Employee Stock Ownership PlanWo Partners Holdings, Inc. E…$11M
End-of-year total assets ($M) among Pridgeon & Clay, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pridgeon & Clay, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pridgeon & Clay, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 11.243481423747818% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $59.8M $66.5M ▲ +11.2%
Year Plans Participants Total Assets
2022 2 1,153 $60M
2023 2 1,097 $68M
2024 2 1,025 $66M

Pridgeon & Clay, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$11M
Net Income-$4M
Employer EIN381310157
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

Pridgeon & Clay, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -0.500.511.52 Total assets ($B) Participants Pridgeon & Clay, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010766414 · Participants: 329Pridgeon & Clay, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.551258212 · Participants: 1780Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.899849551 · Participants: 1936The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.452711138 · Participants: 1284Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.410252812 · Participants: 218Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.250474411 · Participants: 565Lee Contracting, Inc. Employee Stock Ownership Plan
Pridgeon & Clay, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants

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

Outside Michigan, the nearest ESOP by assets is Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan in CA ($11M); by covered participants it is Port Amherst, Ltd. Employee Stock Ownership Plan in WV (329 participants). Same-state nearby plans are listed separately above.

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 Pridgeon & Clay, Inc. Employee Stock Ownership Plan assets move in 2024?
Pridgeon & Clay, Inc. Employee Stock Ownership Plan declined sharply - down 25.8% during 2024, from $15M to $11M. Reported net income was -$4M.
How have Pridgeon & Clay, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pridgeon & Clay, Inc.'s sponsor-wide assets grew 11.2%, from $60M to $66M.
Which ESOP plans are similar in size to Pridgeon & Clay, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Airco Mechanical, Inc. Stock Bonus Employee Stock Ownership Plan in CA ($11M, 57 participants).
Which ESOP plans cover a similar participant headcount to Pridgeon & Clay, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Port Amherst, Ltd. Employee Stock Ownership Plan in WV (329 participants, $53M in assets).