Plan5500

Process Distribution Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Process Distribution Group (EIN 71-1043927) is a plan sponsor located in San Jose, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
71-1043927
Location
San Jose, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Process Distribution Group

  • 3 loaded plans hold $58.7M in reported assets.
  • The largest, Pdg Employee Stock Ownership Plan, holds 64% of this company's reported plan assets.
  • Plans cover 748 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$58.1MSummed across loaded plans$58,126,800
Total reported assets$58.7M$58,718,253
Total reported participants748
Total reported liabilities$591.5K$591,453

Reported net position

Reported assets = net assets + liabilities (summed)$58.7M total assets
Net assets$58.1MLiabilities$591.5K
Contributions & income
Employer contributions$22.7K
Participant contributions$1.2M
Total income / additions$68.6M
Expenses & distributions
Benefits paid / distributions$108.1M
Total expenses$108.1M
Net increase / (decrease)-$39.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets64%Pdg Employee Stock Ownership Plan
Participants per plan249Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Pdg Employee Stock Ownership Plan$37.8M
    Plan #005 · 357 participants · 2023
  2. 2
    Pdg 401(K) Plan$20.9M
    Plan #006 · 222 participants · 2023
  3. 3
    Process Distribution Group Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 169 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Process Distribution Group. Open one for its full reported snapshot.

  1. 2023
    Process Distribution Group Health & Welfare Plan169 participants · 2No schedules
    View filing →
  2. 2023
    Pdg 401(K) Plan222 participants · 2Sch HSch C
    View filing →
  3. 2023
    Pdg Employee Stock Ownership Plan357 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Process Distribution Group report on Form 5500?
Process Distribution Group (EIN 71-1043927) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Process Distribution Group?
The Employer Identification Number (EIN) reported for Process Distribution Group is 71-1043927.
What is the latest Form 5500 filing year for Process Distribution Group?
The latest loaded Form 5500 filing year for Process Distribution Group is 2023.

Related Form 5500 pages