ESOP · DOL Form 5500 · 2022
North State Steel, Inc. ESOP
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $152,227
- Avg per participant Above avg balance/head
Official DOL plan name: North State Steel, Inc. Employee Stock Ownership Plan · Sponsored by North State Steel, Inc. · North Carolina · Manufacturing
$11M in assets, 72 participants
North State Steel, Inc.'s North State Steel, Inc. Employee Stock Ownership Plan reported $11M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #11,215 in Manufacturing (20,602 peers)
North State Steel, Inc. multi-year trail
North State Steel, Inc.'s plans moved +101.2% in assets from 2022 to 2024; this filing shows North State Steel, Inc. Employee Stock Ownership Plan at $11M / 72 participants.
- #11,215
- in Manufacturing (20,602 peers)
- +91.7%
- assets growth YoY
North State Steel, Inc. Employee Stock Ownership Plan's outsized position by total assets
North State Steel, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,960,345 Top 33% higher than 67% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
North State Steel, Inc. 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. North State Steel, Inc. Employee Stock Ownership Plan is a small filing (72 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 561407405 · North State Steel, Inc. PY 2022 · ESOP
North State Steel, Inc. Employee Stock Ownership Plan · $11M · 72 · 67th
- BOY $11M
- SCH 72
- EBSA 67th
- PART ESOP
- TYPE near Durden Banking, Inc. Amended and Restated Employee Stock Ownership Stock Bonus Plan
- NET ind #11215
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 →
North State Steel, Inc. Employee Stock Ownership Plan in the asset neighbourhood
North State Steel, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All North State Steel, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 101.15787413626123% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $11M |
| 2023 | 1 | 76 | $20M |
| 2024 | 1 | 86 | $22M |
North State Steel, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $5M |
| Employer EIN | 561407405 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Old Dominion 401(k) Retirement Plan $1.8B · 24,080
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,322
- State Utility Contractors, Inc. Employee Stock Ownership Plan $82M · 147
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $78M · 250
- Mckim & Creed, Inc. Employee Stock Ownership Plan $72M · 790
North State Steel, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is Durden Banking, Inc. Amended and Restated Employee Stock Ownership Stock Bonus Plan in GA ($11M); by covered participants it is Morrissey, Inc. Employee Stock Ownership Plan in MN (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Durden Banking, Inc. Amended and Restated Employee Stock Ownership Stock Bonus Plan (GA) $11M · 38
- Bankprov Employee Stock Ownership Plan (MA) $11M · 179
- Lincoln County Bancorp, Inc. Employee Stock Ownership Plan (MO) $11M · 195
- Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan (PA) $11M · 41
Similar participant headcount
Nearest other-state filings by covered participants (72 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.