ESOP · DOL Form 5500 · 2022
James M. Pleasants Company, Inc. ESOP
Data updated 2026-08-11
- $64M
- Total assets
- 171
- Participants
- 90th
- Percentile by assets
- $376,340
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $64M
- total plan assets (2022 EOY)
- 171
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $376,340
- avg assets per participant
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.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. James M. Pleasants Company, Inc. Employee Stock Ownership Plan reports 171 participants - about 21% of that state average ($64M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | -$867K |
| Employer EIN | 560797189 |
| Plan Effective Date | 1983-12-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (James M. Pleasants Company, Inc.)
| 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
- Old Dominion 401(k) Retirement Plan $1.8B · 24,080
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,322
- State Utility Contractors, Inc. Employee Stock Ownership Plan $82M · 147
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $78M · 250
- Mckim & Creed, Inc. Employee Stock Ownership Plan $72M · 790
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to James M. Pleasants Company, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on James M. Pleasants Company, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, James M. Pleasants Company, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
- James M. Pleasants Company, Inc.'s sponsor-wide assets have grown 39.6% since 2022 across 3 plan years on file. More Wholesale Trade plans