ESOP · DOL Form 5500 · 2022

James M. Pleasants Company, Inc. ESOP

Data updated 2026-08-25

$64M
Total assets Below avg plan size
171
Participants Small participant base
90th
Percentile by assets National rank
$376,340
Avg per participant High balance/head
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Official DOL plan name: James M. Pleasants Company, Inc. Employee Stock Ownership Plan · Sponsored by James M. Pleasants Company, Inc. · North Carolina · Wholesale Trade

$64M in assets, 171 participants

James M. Pleasants Company, Inc.'s James M. Pleasants Company, Inc. Employee Stock Ownership Plan reported $64M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #6,257 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

James M. Pleasants Company, Inc. Employee Stock Ownership Plan covers 171 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $64M.

#6,257
in Wholesale Trade (6,843 peers)
-1.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $867K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James M. Pleasants Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

James M. Pleasants Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$64,354,225 Top 10% higher than 90% 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

James M. Pleasants Company, 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. James M. Pleasants Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (171 participants).

EBSA filing schedule strip

Filing strip 560797189 · James M. Pleasants Company, Inc. PY 2022 · ESOP

James M. Pleasants Company, Inc. Employee Stock Ownership Plan · $64M · 171 · 90th

  • PHOTO $64M
  • IND 171
  • EOY 90th
  • 5500 ESOP
  • ASSETS near Personal Touch Home Care Employee Stock Ownership Plan
  • PCT ind #6257

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 →

James M. Pleasants Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Century Drywall, Inc. Employee Stock Ownership PlanCentury Drywall, Inc. Employ…$65MFema Corporation Employee Stock Ownership PlanFema Corporation Employee St…$65MPersonal Touch Home Care Employee Stock Ownership PlanPersonal Touch Home Care Emp…$64MJames M. Pleasants Company, Inc. Employee Stock Ownership PlanJames M. Pleasants Company, …$64MRogers Manufacturing Corporation Employee Stock Ownership PlanRogers Manufacturing Corpora…$64M
End-of-year total assets ($M) among James M. Pleasants Company, 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)$65M
Net Assets (End of Year)$64M
Net Income-$867K
Employer EIN560797189
Plan Effective Date1983-12-13
Filing StatusFILING RECEIVED

Sponsor Plan History (James M. Pleasants Company, Inc.)

Sponsor-wide plan assets over time

All James M. Pleasants Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 39.585633960868215% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.4M $105M ▲ +39.6%
Year Plans Participants Total Assets
2022 2 340 $75M
2023 2 313 $89M
2024 2 415 $105M

Nearby ESOP Plans in North Carolina

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

James M. Pleasants Company, 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 ($B) Participants James M. Pleasants Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.064354225 · Participants: 171James M. Pleasants Company, 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
James M. Pleasants Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare James M. Pleasants Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

James M. Pleasants Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Personal Touch Home Care Employee Stock Ownership Plan in NY ($64M); by covered participants it is Golden Artist Colors, Inc. Employee Stock Ownership Plan in NY (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 James M. Pleasants Company, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
James M. Pleasants Company, Inc. Employee Stock Ownership Plan edged down modestly - down 1.3% during 2022, from $65M to $64M. Reported net income was -$867K.
How have James M. Pleasants Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James M. Pleasants Company, Inc.'s sponsor-wide assets grew 39.6%, from $75M to $105M.
Where does James M. Pleasants Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
James M. Pleasants Company, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to James M. Pleasants Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Personal Touch Home Care Employee Stock Ownership Plan in NY ($64M, 1,089 participants).
Which ESOP plans cover a similar participant headcount to James M. Pleasants Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Golden Artist Colors, Inc. Employee Stock Ownership Plan in NY (171 participants, $18M 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 560797189.

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.