ESOP · DOL Form 5500 · 2022

James a. Scott & Son, Inc. ESOP

Data updated 2026-08-25

$184M
Total assets Near avg plan size
352
Participants Below avg headcount
95th
Percentile by assets National rank
$521,316
Avg per participant High balance/head
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Official DOL plan name: James a. Scott & Son, Incorporated Employee Stock Ownership Plan · Sponsored by James a. Scott & Son, Inc. · Virginia · Finance & Insurance

$184M in assets, 352 participants

James a. Scott & Son, Inc.'s James a. Scott & Son, Incorporated Employee Stock Ownership Plan reported $184M in total assets and 352 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,534 in Finance & Insurance (9,261 peers)

Coverage in Virginia

James a. Scott & Son, Incorporated Employee Stock Ownership Plan covers 352 participants in Virginia, about 45% of the average Virginia filer (state average ~782 per filing). Assets: $184M.

#8,534
in Finance & Insurance (9,261 peers)
+3.8%
assets growth YoY
1.8×
vs typical plan assets (national mean)

James a. Scott & Son, Incorporated Employee Stock Ownership Plan's outsized position by total assets

James a. Scott & Son, Incorporated Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$183,503,220 Top 5% higher than 95% 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

James a. Scott & Son, Incorporated Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James a. Scott & Son, Incorporated Employee Stock Ownership Plan sits mid-pack in the medium band (352 participants).

Published 5500 schedule card

Filing strip 540372970 · James a. Scott & Son, Inc. PY 2022 · ESOP

James a. Scott & Son, Incorporated Employee Stock Ownership Plan · $184M · 352 · 95th

  • PHOTO $184M
  • PHOTO 352
  • PHOTO 95th
  • PHOTO ESOP
  • PHOTO near Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust
  • PHOTO ind #8534

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 Virginia →

James a. Scott & Son, Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanTaylor & Martin Enterprises,…$184MD & H Employee Stock Ownership PlanD & H Employee Stock Ownersh…$184MGriffon Corporation Employee Stock Ownership PlanGriffon Corporation Employee…$184MColumbia Forest Products, Inc. Employee Stock Ownership Plan and TrustColumbia Forest Products, In…$184MJames a. Scott & Son, Incorporated Employee Stock Ownership PlanJames a. Scott & Son, Incorp…$184M
End-of-year total assets ($M) among James a. Scott & Son, Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$177M
Net Assets (End of Year)$184M
Net Income$7M
Employer EIN540372970
Plan Effective Date1961-12-21
Filing StatusFILING RECEIVED

Sponsor Plan History (James a. Scott & Son, Inc.)

Sponsor-wide plan assets over time

All James a. Scott & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$253M 26.799745449690953% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $199M $253M ▲ +26.8%
Year Plans Participants Total Assets
2022 2 698 $199M
2023 2 742 $222M
2024 2 786 $253M

Nearby ESOP Plans in Virginia

Peer ESOP plans, same state, same plan type, ranked by total assets.

James a. Scott & Son, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. 02000400060008000 02004006008001000 Total assets ($M) Participants James a. Scott & Son, Incorporated Employee Stock Ownership Plan, Total assets ($M): 183.50322 · Participants: 352James a. Scott & Son, Incorporated Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
James a. Scott & Son, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare James a. Scott & Son, Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

James a. Scott & Son, Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust in NC ($184M); by covered participants it is Srf Consulting Group, Inc. Employee Stock Ownership Plan in MN (352 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (352 participants); asset peers above are excluded.

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 James a. Scott & Son, Incorporated Employee Stock Ownership Plan assets move in 2022? ▼
James a. Scott & Son, Incorporated Employee Stock Ownership Plan edged up modestly - up 3.8% during 2022, from $177M to $184M. Reported net income was $7M.
How have James a. Scott & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James a. Scott & Son, Inc.'s sponsor-wide assets grew 26.8%, from $199M to $253M.
Where does James a. Scott & Son, Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
James a. Scott & Son, Incorporated Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to James a. Scott & Son, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust in NC ($184M, 1,322 participants).
Which ESOP plans cover a similar participant headcount to James a. Scott & Son, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Srf Consulting Group, Inc. Employee Stock Ownership Plan in MN (352 participants, $55M 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 540372970.

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.