ESOP · DOL Form 5500 · 2022

Cherokee Instruments Inc ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
25
Participants Small participant base
30th
Percentile by assets National rank
$62,797
Avg per participant Low balance/head
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Official DOL plan name: Cherokee Instruments Inc Employee Stock Ownership Plan · Sponsored by Cherokee Instruments Inc · North Carolina · Other Services

$2M in assets, 25 participants

Cherokee Instruments Inc's Cherokee Instruments Inc Employee Stock Ownership Plan reported $2M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,536 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Cherokee Instruments Inc Employee Stock Ownership Plan ranks #4,536 of 8,398 2022 filers by assets (1278% of the sector average)-$2M for 25 participants.

#4,536
in Other Services (8,398 peers)
+6.9%
assets growth YoY

Cherokee Instruments Inc Employee Stock Ownership Plan among the smaller filed plans by assets

Cherokee Instruments Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$1,569,927 30th percentile higher than 30% 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

Cherokee Instruments 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. Cherokee Instruments Inc Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

DOL schedule card

Filing strip 561883979 · Cherokee Instruments Inc PY 2022 · ESOP

Cherokee Instruments Inc Employee Stock Ownership Plan · $2M · 25 · 30th

  • PART $2M
  • TYPE 25
  • NET 30th
  • BOOK ESOP
  • VS-ST near Rlh ESOP and Trust
  • BOY ind #4536

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 →

Cherokee Instruments Inc Employee Stock Ownership Plan in the asset neighbourhood

Cherokee Instruments Inc Employee Stock Ownership PlanCherokee Instruments Inc Emp…$2MRlh ESOP and Trust$2MPuraqua Products Employee Stock Ownership PlanPuraqua Products Employee St…$2MAcri Commercial Realty, Inc. Employee Stock Ownership PlanAcri Commercial Realty, Inc.…$2MFirst National Bank of Dryden Employees Stock Ownership PlanFirst National Bank of Dryde…$2M
End-of-year total assets ($M) among Cherokee Instruments Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$102K
Employer EIN561883979
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cherokee Instruments Inc)

Sponsor-wide plan assets over time

All Cherokee Instruments Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.48155105301074513% vs 2022
2024 filing year
$1.5M$1.52M$1.54M$1.56M$1.58M 202220232024 $1.57M $1.56M ▼ -0.6%
Year Plans Participants Total Assets
2022 1 25 $2M
2023 1 23 $2M
2024 1 20 $2M

Nearby ESOP Plans in North Carolina

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

Cherokee Instruments 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 ($B) Participants Cherokee Instruments Inc Employee Stock Ownership Plan, Total assets ($B): 0.001569927 · Participants: 25Cherokee Instruments 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
Cherokee Instruments Inc Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Cherokee Instruments Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Cherokee Instruments Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Rlh ESOP and Trust in FL ($2M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Cherokee Instruments Inc Employee Stock Ownership Plan assets move in 2022? ▼
Cherokee Instruments Inc Employee Stock Ownership Plan grew at a solid clip - up 6.9% during 2022, from $1M to $2M. Reported net income was $102K.
How have Cherokee Instruments Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cherokee Instruments Inc's sponsor-wide assets declined 0.5%, from $2M to $2M.
Which ESOP plans are similar in size to Cherokee Instruments Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rlh ESOP and Trust in FL ($2M, 79 participants).
Which ESOP plans cover a similar participant headcount to Cherokee Instruments Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants, $291K 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 561883979.

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.