ESOP · DOL Form 5500 · 2022

Cline Design Associates, P.a. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
96
Participants Small participant base
51st
Percentile by assets National rank
$52,288
Avg per participant Low balance/head
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Official DOL plan name: Cline Design Employee Stock Ownership Plan · Sponsored by Cline Design Associates, P.a. · North Carolina · Professional & Technical Services

$5M in assets, 96 participants

Cline Design Associates, P.a.'s Cline Design Employee Stock Ownership Plan reported $5M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,452 in Professional & Technical Services (21,562 peers)

Cline Design Associates, P.a. multi-year trail

Cline Design Associates, P.a.'s plans moved +22.1% in assets from 2022 to 2024; this filing shows Cline Design Employee Stock Ownership Plan at $5M / 96 participants.

#10,452
in Professional & Technical Services (21,562 peers)
$464K
reported net income

Cline Design Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Cline Design Employee Stock Ownership Plan vs every filed plan by assets

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

$5,019,676 Top 49% higher than 51% 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

Cline Design 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. Cline Design Employee Stock Ownership Plan is a small filing (96 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 561664790 · Cline Design Associates, P.a. PY 2022 · ESOP

Cline Design Employee Stock Ownership Plan · $5M · 96 · 51st

  • BOOK $5M
  • VS-ST 96
  • BOY 51st
  • SCH ESOP
  • EBSA near Stark Carpet Corp. Employee Stock Ownership Plan
  • PART ind #10452

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 →

Cline Design Employee Stock Ownership Plan in the asset neighbourhood

Weathermaster Building Products, Inc. Employee Stock Ownership PlanWeathermaster Building Produ…$5MApplied Scientific Instrumentation, Inc. Employee Stock Ownership PlanApplied Scientific Instrumen…$5MCline Design Employee Stock Ownership PlanCline Design Employee Stock …$5MStark Carpet Corp. Employee Stock Ownership PlanStark Carpet Corp. Employee …$5MAltabancorp Employee Stock Ownership PlanAltabancorp Employee Stock O…$5M
End-of-year total assets ($M) among Cline Design Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Cline Design Associates, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Cline Design Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 22.056925179418187% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13M $15.9M ▲ +22.1%
Year Plans Participants Total Assets
2022 2 207 $13M
2023 2 258 $13M
2024 2 246 $16M

Cline Design Associates, P.a. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$464K
Net Income$464K
Employer EIN561664790
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Cline Design 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 ($B) Participants Cline Design Employee Stock Ownership Plan, Total assets ($B): 0.005019676 · Participants: 96Cline Design 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
Cline Design Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants

Cline Design Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Stark Carpet Corp. Employee Stock Ownership Plan in NY ($5M); by covered participants it is Citizens Bank Group, Inc. Employee Stock Ownership Plan and Trust in MN (96 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 have Cline Design Associates, P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cline Design Associates, P.a.'s sponsor-wide assets grew 22.1%, from $13M to $16M.
Which ESOP plans are similar in size to Cline Design Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Stark Carpet Corp. Employee Stock Ownership Plan in NY ($5M, 528 participants).
Which ESOP plans cover a similar participant headcount to Cline Design Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Citizens Bank Group, Inc. Employee Stock Ownership Plan and Trust in MN (96 participants, N/A in assets).