ESOP · DOL Form 5500 · 2022

Patterson Pope, Inc ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
158
Participants Small participant base
70th
Percentile by assets National rank
$83,007
Avg per participant Below avg balance/head
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Official DOL plan name: Patterson Pope, Inc Employee Stock Ownership Plan · Sponsored by Patterson Pope, Inc · North Carolina · Wholesale Trade

$13M in assets, 158 participants

Patterson Pope, Inc's Patterson Pope, Inc Employee Stock Ownership Plan reported $13M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,438 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

Patterson Pope, Inc Employee Stock Ownership Plan covers 158 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $13M.

#4,438
in Wholesale Trade (6,843 peers)
+76.2%
assets growth YoY

Patterson Pope, Inc Employee Stock Ownership Plan's outsized position by total assets

Patterson Pope, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$13,115,089 Top 30% higher than 70% 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

Patterson Pope, 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. Patterson Pope, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (158 participants).

Published 5500 schedule card

Filing strip 560986683 · Patterson Pope, Inc PY 2022 · ESOP

Patterson Pope, Inc Employee Stock Ownership Plan · $13M · 158 · 70th

  • RANK $13M
  • PHOTO 158
  • IND 70th
  • EOY ESOP
  • 5500 near Rochester Metal Products Corp. Employee Stock Ownership Plan
  • ASSETS ind #4438

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 →

Patterson Pope, Inc Employee Stock Ownership Plan in the asset neighbourhood

S.M. Wilson & Co. Employee Stock Ownership PlanS.M. Wilson & Co. Employee S…$13MMccreary Bancshares, Inc. Employee Stock Ownership PlanMccreary Bancshares, Inc. Em…$13MPatterson Pope, Inc Employee Stock Ownership PlanPatterson Pope, Inc Employee…$13MHarrell Remodeling, Inc. Employee Stock Ownership PlanHarrell Remodeling, Inc. Emp…$13MRochester Metal Products Corp. Employee Stock Ownership PlanRochester Metal Products Cor…$13M
End-of-year total assets ($M) among Patterson Pope, 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)$7M
Net Assets (End of Year)$85K
Net Income$6M
Employer EIN560986683
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patterson Pope, Inc)

Sponsor-wide plan assets over time

All Patterson Pope, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$48M 66.8791988836473% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $29M $48.3M ▲ +66.9%
Year Plans Participants Total Assets
2022 2 327 $29M
2023 2 336 $39M
2024 2 340 $48M

Nearby ESOP Plans in North Carolina

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

Patterson Pope, 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 ($B) Participants Patterson Pope, Inc Employee Stock Ownership Plan, Total assets ($B): 0.013115089 · Participants: 158Patterson Pope, 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
Patterson Pope, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Patterson Pope, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Patterson Pope, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Rochester Metal Products Corp. Employee Stock Ownership Plan in IN ($13M); by covered participants it is Ground Engineering Consultants, Inc. Employee Stock Ownership Plan in CO (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Patterson Pope, Inc Employee Stock Ownership Plan assets move in 2022? ▼
Patterson Pope, Inc Employee Stock Ownership Plan surged - up 76.2% during 2022, from $7M to $13M. Reported net income was $6M.
How have Patterson Pope, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patterson Pope, Inc's sponsor-wide assets grew 66.9%, from $29M to $48M.
Which ESOP plans are similar in size to Patterson Pope, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rochester Metal Products Corp. Employee Stock Ownership Plan in IN ($13M, 59 participants).
Which ESOP plans cover a similar participant headcount to Patterson Pope, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ground Engineering Consultants, Inc. Employee Stock Ownership Plan in CO (158 participants, $7M 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 560986683.

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.