ESOP · DOL Form 5500 · 2022
James a. Scott & Son, Inc. ESOP
Data updated 2026-08-11
- $184M
- Total assets
- 352
- Participants
- 95th
- Percentile by assets
- $521,316
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $184M
- total plan assets (2022 EOY)
- 352
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $521,316
- avg assets per participant
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. James a. Scott & Son, Incorporated Employee Stock Ownership Plan reports 352 participants - about 45% of that state average ($184M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $177M |
|---|---|
| Net Assets (End of Year) | $184M |
| Net Income | $7M |
| Employer EIN | 540372970 |
| Plan Effective Date | 1961-12-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (James a. Scott & Son, Inc.)
| 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
- Nvr, Inc. Employee Stock Ownership Plan $863M · 6,910
- The Resorts Companies, Inc. Employee Stock Ownership Plan $301M · 1,695
- American Systems Corporation Employee Stock Ownership Plan $292M · 1,828
- New River Electrical Corporation Employee Stock Ownership Plan $288M · 424
- Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan $237M · 1,882
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to James a. Scott & Son, Incorporated Employee Stock Ownership Plan by total assets, not by location.
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust (NC) $184M · 1,322
- Griffon Corporation Employee Stock Ownership Plan (NY) $184M · 3,775
- D & H Employee Stock Ownership Plan (PA) $184M · 1,377
- Taylor & Martin Enterprises, Inc. Employee Stock Ownership Plan (NE) $184M · 64
Frequently Asked Questions
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Filing takeaways
Ways to act on James a. Scott & Son, Incorporated Employee Stock Ownership Plan's numbers.
- By total assets, James a. Scott & Son, Incorporated Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Virginia. Compare plans
- James a. Scott & Son, Inc.'s sponsor-wide assets have grown 26.8% since 2022 across 3 plan years on file. More Finance & Insurance plans