ESOP · DOL Form 5500 · 2022
Paschal Associates, Ltd ESOP
Data updated 2026-08-11
- $15M
- Total assets
- 15
- Participants
- 73rd
- Percentile by assets
- $1.0M
- Avg per participant
Official DOL plan name: Paschal Associates Employee Stock Ownership Plan · Sponsored by Paschal Associates, Ltd · North Carolina · Construction
$15M in assets, 15 participants
Paschal Associates, Ltd's Paschal Associates Employee Stock Ownership Plan reported $15M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 139,126 plans)
- #7,210 in Construction (9,927 peers)
Paschal Associates, Ltd multi-year trail
Paschal Associates, Ltd's plans moved +86.9% in assets from 2022 to 2024; this filing shows Paschal Associates Employee Stock Ownership Plan at $15M / 15 participants.
- $15M
- total plan assets (2022 EOY)
- 15
- covered participants
- 73rd
- percentile by assets (of 139,126 plans)
- $1.0M
- avg assets per participant
Where Paschal Associates Employee Stock Ownership Plan sits by total assets
Paschal Associates Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,237,273 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Paschal Associates, Ltd across 3 plan years on file
Across the 3 plan years Paschal Associates, Ltd has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $28M, a gain of 86.9%, while reported participants moved from 15 to 17 (+13.3%). Peak year by sponsor assets: 2024 ($28M); trough: 2022 ($15M).
Paschal Associates, Ltd multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $15M |
| 2023 | 1 | 15 | $21M |
| 2024 | 1 | 17 | $28M |
Paschal Associates, Ltd filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $5M |
| Employer EIN | 461043669 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
Paschal Associates Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
- Old Dominion 401(k) Retirement Plan $1.8B · 24,080
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,322
- State Utility Contractors, Inc. Employee Stock Ownership Plan $82M · 147
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $78M · 250
- Mckim & Creed, Inc. Employee Stock Ownership Plan $72M · 790
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Paschal Associates Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Paschal Associates Employee Stock Ownership Plan assets move in 2022? ▼
How have Paschal Associates, Ltd plan assets changed over time? ▼
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Next read for Paschal Associates Employee Stock Owners…
Multi-year trail
Ways to act on Paschal Associates Employee Stock Ownership Plan's numbers.
- By total assets, Paschal Associates Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
- Paschal Associates, Ltd's sponsor-wide assets have grown 86.9% since 2022 across 3 plan years on file. More Construction plans