ESOP · DOL Form 5500 · 2022

J Davis Architects, PC ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
74
Participants Small participant base
48th
Percentile by assets National rank
$58,625
Avg per participant Low balance/head
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Official DOL plan name: J Davis Architects, PC Employee Stock Ownership Plan · Sponsored by J Davis Architects, PC · North Carolina · Professional & Technical Services

$4M in assets, 74 participants

J Davis Architects, PC's J Davis Architects, PC Employee Stock Ownership Plan reported $4M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,758 in Professional & Technical Services (21,562 peers)

J Davis Architects, PC multi-year trail

J Davis Architects, PC's plans moved +199.9% in assets from 2022 to 2024; this filing shows J Davis Architects, PC Employee Stock Ownership Plan at $4M / 74 participants.

#9,758
in Professional & Technical Services (21,562 peers)
+517.1%
assets growth YoY

J Davis Architects, PC Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

J Davis Architects, PC Employee Stock Ownership Plan vs every filed plan by assets

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

$4,338,250 48th percentile higher than 48% 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

J Davis Architects, PC 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. J Davis Architects, PC Employee Stock Ownership Plan is a small filing (74 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 562230849 · J Davis Architects, PC PY 2022 · ESOP

J Davis Architects, PC Employee Stock Ownership Plan · $4M · 74 · 48th

  • SCH $4M
  • EBSA 74
  • PART 48th
  • TYPE ESOP
  • NET near Webb Insurance Agency, Inc. Employee Stock Ownership Plan
  • BOOK ind #9758

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 →

J Davis Architects, PC Employee Stock Ownership Plan in the asset neighbourhood

B.M.W. Precision Machining, Inc. Employee Stock Ownership PlanB.M.W. Precision Machining, …$4MJ Davis Architects, PC Employee Stock Ownership PlanJ Davis Architects, PC Emplo…$4MWebb Insurance Agency, Inc. Employee Stock Ownership PlanWebb Insurance Agency, Inc. …$4MBarnes, Inc. Employee Stock Ownership PlanBarnes, Inc. Employee Stock …$4MSteckbeck Engineering & Surveying, Inc. ESOPSteckbeck Engineering & Surv…$4M
End-of-year total assets ($M) among J Davis Architects, PC Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

J Davis Architects, PC multi-year asset trail

Sponsor-wide plan assets over time

All J Davis Architects, PC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 199.94135884285137% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $4.34M $13M ▲ +199.8%
Year Plans Participants Total Assets
2022 1 74 $4M
2023 2 212 $14M
2024 2 168 $13M

J Davis Architects, PC filing trail (2022)

Total Assets (Beginning of Year)$703K
Net Assets (End of Year)-$3M
Net Income$4M
Employer EIN562230849
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

J Davis Architects, PC 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 ($B) Participants J Davis Architects, PC Employee Stock Ownership Plan, Total assets ($B): 0.00433825 · Participants: 74J Davis Architects, PC 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
J Davis Architects, PC Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare J Davis Architects, PC Employee Stock Ownership Plan side-by-side with 3 peers →

J Davis Architects, PC Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Webb Insurance Agency, Inc. Employee Stock Ownership Plan in OH ($4M); by covered participants it is Generations Bank Employee Stock Ownership Plan in NY (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 J Davis Architects, PC Employee Stock Ownership Plan assets move in 2022? ▼
J Davis Architects, PC Employee Stock Ownership Plan surged - up 517.1% during 2022, from $703K to $4M. Reported net income was $4M.
How have J Davis Architects, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J Davis Architects, PC's sponsor-wide assets grew 199.9%, from $4M to $13M.
Which ESOP plans are similar in size to J Davis Architects, PC Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Webb Insurance Agency, Inc. Employee Stock Ownership Plan in OH ($4M, 29 participants).
Which ESOP plans cover a similar participant headcount to J Davis Architects, PC Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Generations Bank Employee Stock Ownership Plan in NY (74 participants, $2M 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 562230849.

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.