Plan Ledger DOL Form 5500 · updated monthly

Process Distribution GroupESOP

PDG EMPLOYEE STOCK OWNERSHIP PLAN · SAN JOSE, CA · plan year 2022

Reported admin expense ratio · 2022
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Process Distribution Group reported $10,159 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,950 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.01% to 0.00%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,181st-largest of 9,483 plans among California employers on file, and the 507th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$81,983,857
Participants with balances356
Active participants139
Employer contributions$1,800,000
Employee contributions—
Employer contribution per active participant$12,950
Average account balance$230,292
Benefits paid to participants$2,339,626
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.2M · 356 accts
2023$37.3M · 256 accts
2022$82.0M · 356 accts · $1.8M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,920
Investment management$275
Total administrative$10,159
Employer contributions to the Process Distribution Group plan · 2022
Employer contribution per active participant$12,950
Median for plans this size$3,449

Process Distribution Group'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.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$1,775 · 0.00%
2023$275 · 0.00%
2022$10,159 · 0.01%
All plans at this employer2
PDG EMPLOYEE STOCK OWNERSHIP PLANESOP
PDG 401(K) PLAN401(k)
Same employer
Similar plansWholesale Trade · California
Golden State Lumber, Inc. CA$87.4M · 0.14%
Wismettac Asian Foods, Inc. CA$83.5M · 0.13%
Nihon Kohden America, Inc CA$78.5M · 0.23%
Rippling CA$76.6M · 0.11%
Keeco, LLC CA$76.3M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 711043927 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.