ESOP · DOL Form 5500 · 2022

Pacts Holdings, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
177
Participants Small participant base
48th
Percentile by assets National rank
$24,746
Avg per participant Low balance/head
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Official DOL plan name: Pacts Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Pacts Holdings, Inc. · North Carolina · Construction

$4M in assets, 177 participants

Pacts Holdings, Inc.'s Pacts Holdings, Inc. Employee Stock Ownership Plan reported $4M in total assets and 177 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.

  • #4,657 in Construction (9,927 peers)

Coverage in North Carolina

Pacts Holdings, Inc. Employee Stock Ownership Plan covers 177 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#4,657
in Construction (9,927 peers)
+202.1%
assets growth YoY

Pacts Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Pacts Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,380,000 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

Pacts Holdings, Inc. 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. Pacts Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (177 participants).

Published 5500 schedule card

Filing strip 873848985 · Pacts Holdings, Inc. PY 2022 · ESOP

Pacts Holdings, Inc. Employee Stock Ownership Plan · $4M · 177 · 48th

  • EBSA $4M
  • PART 177
  • TYPE 48th
  • NET ESOP
  • BOOK near Escalante Concrete Employee Stock Ownership Plan
  • VS-ST ind #4657

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 →

Pacts Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Pacts Holdings, Inc. Employee Stock Ownership PlanPacts Holdings, Inc. Employe…$4MEscalante Concrete Employee Stock Ownership PlanEscalante Concrete Employee …$4MGraef ESOP$4MGreat Lakes Environmental Center, Inc. Employee Stock Ownership PlanGreat Lakes Environmental Ce…$4MProbity, Inc. Employee Stock Ownership PlanProbity, Inc. Employee Stock…$4M
End-of-year total assets ($M) among Pacts Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$3M
Employer EIN873848985
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pacts Holdings, Inc.)

Sponsor-wide plan assets over time

All Pacts Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 159.36073059360731% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $4.38M $11.4M ▲ +159.4%
Year Plans Participants Total Assets
2022 1 177 $4M
2023 1 187 $8M
2024 1 193 $11M

Nearby ESOP Plans in North Carolina

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

Pacts Holdings, Inc. 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 ($B) Participants Pacts Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00438 · Participants: 177Pacts Holdings, Inc. 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
Pacts Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants

Pacts Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Escalante Concrete Employee Stock Ownership Plan in AZ ($4M); by covered participants it is Indiana Industrial Services Employee Stock Ownership Plan in IN (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Pacts Holdings, Inc. Employee Stock Ownership Plan assets move in 2022?
Pacts Holdings, Inc. Employee Stock Ownership Plan surged - up 202.1% during 2022, from $1M to $4M. Reported net income was $3M.
How have Pacts Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pacts Holdings, Inc.'s sponsor-wide assets grew 159.4%, from $4M to $11M.
Which ESOP plans are similar in size to Pacts Holdings, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Escalante Concrete Employee Stock Ownership Plan in AZ ($4M, 168 participants).
Which ESOP plans cover a similar participant headcount to Pacts Holdings, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Indiana Industrial Services Employee Stock Ownership Plan in IN (177 participants, $37M in assets).