Plan Ledger DOL Form 5500 · updated monthly

Pbi-Gordon Companies, IncESOP

PBI-GORDON COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · SHAWNEE, KS · plan year 2022

Employer contribution per participant · 2022
$16,536

Pbi-Gordon Companies, Inc's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $214,902,647 across 579 participant accounts, with employer contributions averaging $16,536 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other manufacturing employers. By assets it is the 32nd-largest of 828 plans among Kansas employers on file, and the 1,106th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$214,902,647
Participants with balances579
Active participants485
Employer contributions$8,020,167
Employee contributions—
Employer contribution per active participant$16,536
Average account balance$371,162
Benefits paid to participants$10,707,643
Plan auditUnmodified (clean) audit opinion
AuditorERNST YOUNG LLP
Plan history2
Yearassets · accounts · employer contribution
2023$199.8M · 593 accts · $8.6M emplr
2022$214.9M · 579 accts · $8.0M emplr
Employer contributions to the Pbi-Gordon Companies, Inc plan · 2022
Employer contribution per active participant$16,536
Median for plans this size$3,449
2023$17,440 per active participant
2022$16,536 per active participant

Pbi-Gordon Companies, Inc's 2022 employer contribution ran above the $3,449 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history2
2023Not separately reported
2022Not separately reported
All plans at this employer2
PBI-GORDON COMPANIES, INC. 401(K) RETIREMENT SAVINGS PLAN401(k)
PBI-GORDON COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansManufacturing · Kansas
Harcros Chemicals Inc. KS$288.1M · 0.00%
Huhtamaki Americas, Inc. KS$277.0M · 0.13%
Foley Industries, Inc. KS$151.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852832459 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.