ESOP · DOL Form 5500 · 2022

Paschal Associates, Ltd ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
15
Participants Small participant base
73rd
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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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.

  • #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.

#7,210
in Construction (9,927 peers)
+51.2%
assets growth YoY

Paschal Associates Employee Stock Ownership Plan's outsized position 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

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 2022

Paschal Associates Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paschal Associates Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 461043669 · Paschal Associates, Ltd PY 2022 · ESOP

Paschal Associates Employee Stock Ownership Plan · $15M · 15 · 73rd

  • VS-ST $15M
  • BOY 15
  • SCH 73rd
  • EBSA ESOP
  • PART near Mosaic Employee Stock Ownership Plan
  • TYPE ind #7210

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 North Carolina →

Paschal Associates Employee Stock Ownership Plan in the asset neighbourhood

Guild Associates, Inc. Stock Ownership PlanGuild Associates, Inc. Stock…$15MKarl's Inc Employee Stock Ownership Plan and TrustKarl's Inc Employee Stock Ow…$15MPaschal Associates Employee Stock Ownership PlanPaschal Associates Employee …$15MMosaic Employee Stock Ownership PlanMosaic Employee Stock Owners…$15MHaumiller Engineering Company Money Purchase Pension PlanHaumiller Engineering Compan…$15M
End-of-year total assets ($M) among Paschal Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Paschal Associates, Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Paschal Associates, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$28M 86.86031286569454% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.2M $28.5M ▲ +86.8%
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 EIN461043669
Plan Effective Date2018-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Paschal Associates Employee Stock Ownership Plan, Total assets ($B): 0.015237273 · Participants: 15Paschal Associates Employee Stock Ownership PlanOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Paschal Associates Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Paschal Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Paschal Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Mosaic Employee Stock Ownership Plan in WA ($15M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (15 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Paschal Associates Employee Stock Ownership Plan assets move in 2022? ▼
Paschal Associates Employee Stock Ownership Plan surged - up 51.2% during 2022, from $10M to $15M. Reported net income was $5M.
How have Paschal Associates, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paschal Associates, Ltd's sponsor-wide assets grew 86.9%, from $15M to $28M.
Which ESOP plans are similar in size to Paschal Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mosaic Employee Stock Ownership Plan in WA ($15M, 184 participants).
Which ESOP plans cover a similar participant headcount to Paschal Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (15 participants, $578K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461043669.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.