ESOP · DOL Form 5500 · 2022

Paragon Coffee Trading Co, LP ESOP

Data updated 2026-08-25

$32M
Total assets Below avg plan size
13
Participants Small participant base
84th
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Paragon Trading, Inc ESOP · Sponsored by Paragon Coffee Trading Co, LP · New York · Wholesale Trade

$32M in assets, 13 participants

Paragon Coffee Trading Co, LP's Paragon Trading, Inc ESOP reported $32M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,704 in Wholesale Trade (6,843 peers)

Where Paragon Trading, Inc ESOP sits by assets

Paragon Trading, Inc ESOP sits in the top quartile of all filed plans by assets, $32M for 13 participants (~$2.5M/participant), down 2.3% in 2022.

#5,704
in Wholesale Trade (6,843 peers)
-2.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

Paragon Trading, Inc ESOP's outsized position by total assets

Paragon Trading, Inc ESOP vs every filed plan by assets

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

$31,863,138 Top 16% higher than 84% 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

Paragon Trading, Inc ESOP among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paragon Trading, Inc ESOP is a small filing (13 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 462748548 · Paragon Coffee Trading Co, LP PY 2022 · ESOP

Paragon Trading, Inc ESOP · $32M · 13 · 84th

  • BOOK $32M
  • BOOK 13
  • BOOK 84th
  • BOOK ESOP
  • BOOK near Adams and Associates, Inc. Employee Stock Ownership Plan
  • BOOK ind #5704

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 New York →

Paragon Trading, Inc ESOP in the asset neighbourhood

Garden Design, Inc. Employee Stock Ownership PlanGarden Design, Inc. Employee…$32MAdams and Associates, Inc. Employee Stock Ownership PlanAdams and Associates, Inc. E…$32MParagon Trading, Inc ESOP$32MChillco, Inc. Employee Stock Ownership PlanChillco, Inc. Employee Stock…$32MSchmitty & Sons Holdings, Inc. Employee Stock Ownership Plan and TrustSchmitty & Sons Holdings, In…$32M
End-of-year total assets ($M) among Paragon Trading, Inc ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$12M
Net Income$106K
Employer EIN462748548
Plan Effective Date2013-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paragon Coffee Trading Co, LP)

Sponsor-wide plan assets over time

All Paragon Coffee Trading Co, LP plans reported in each filing year

Latest sponsor-wide plan assets
$29M 8.543634340095442% vs 2022
2024 filing year
$28M$30M$32M$34M 202220232024 $31.9M $29.1M ▼ -8.5%
Year Plans Participants Total Assets
2022 1 13 $32M
2023 1 13 $33M
2024 1 13 $29M

Nearby ESOP Plans in New York

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

Paragon Trading, Inc ESOP vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Paragon Trading, Inc ESOP, Total assets ($M): 31.863138 · Participants: 13Paragon Trading, Inc ESOPStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Paragon Trading, Inc ESOP vs. nearby ESOP plans in New York, assets vs. participants

Paragon Trading, Inc ESOP's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Adams and Associates, Inc. Employee Stock Ownership Plan in NV ($32M); by covered participants it is Mid-States Glass and Metals, Inc. Employee Stock Ownership Plan in IL (13 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 Paragon Trading, Inc ESOP assets move in 2022? ▼
Paragon Trading, Inc ESOP edged down modestly - down 2.3% during 2022, from $33M to $32M. Reported net income was $106K.
How have Paragon Coffee Trading Co, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paragon Coffee Trading Co, LP's sponsor-wide assets declined 8.5%, from $32M to $29M.
Where does Paragon Trading, Inc ESOP rank by assets among Form 5500 filers? ▼
Paragon Trading, Inc ESOP ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Paragon Trading, Inc ESOP? ▼
Among ESOP plans in other states, the closest by assets is Adams and Associates, Inc. Employee Stock Ownership Plan in NV ($32M, 1,468 participants).
Which ESOP plans cover a similar participant headcount to Paragon Trading, Inc ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Mid-States Glass and Metals, Inc. Employee Stock Ownership Plan in IL (13 participants, $2M in assets).