ESOP · DOL Form 5500 · 2022

Paladin Capital Inc ESOP

Data updated 2026-08-25

$99M
Total assets Below avg plan size
3,771
Participants Above avg headcount
93rd
Percentile by assets National rank
$26,257
Avg per participant Low balance/head
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Official DOL plan name: Paladin Capital, Inc. ESOP · Sponsored by Paladin Capital Inc · Tennessee · Transportation & Warehousing

$99M in assets, 3,771 participants

Paladin Capital Inc's Paladin Capital, Inc. ESOP reported $99M in total assets and 3,771 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,543 in Transportation & Warehousing (3,876 peers)

Coverage in Tennessee

Paladin Capital, Inc. ESOP covers 3,771 participants in Tennessee, 3.3x the typical Tennessee plan (state average ~1,126 per filing). Assets: $99M.

#3,543
in Transportation & Warehousing (3,876 peers)
-31.5%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $49M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Paladin Capital, Inc. ESOP's outsized position by total assets

Paladin Capital, Inc. ESOP vs every filed plan by assets

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

$99,013,750 Top 7% higher than 93% 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

Paladin Capital, Inc. ESOP's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paladin Capital, Inc. ESOP lands in the large band (3,771 participants).

EBSA filing schedule strip

Filing strip 621584643 · Paladin Capital Inc PY 2022 · ESOP

Paladin Capital, Inc. ESOP · $99M · 3,771 · 93rd

  • BOOK $99M
  • BOOK 3,771
  • BOOK 93rd
  • BOOK ESOP
  • BOOK near Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan
  • BOOK ind #3543

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 Tennessee →

Paladin Capital, Inc. ESOP in the asset neighbourhood

Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associa…$100MTouchpoint, Inc. Employee Stock Ownership PlanTouchpoint, Inc. Employee St…$99MShort-Elliott-Hendrickson, Inc. Employee Stock Ownership PlanShort-Elliott-Hendrickson, I…$99MPaladin Capital, Inc. ESOP$99MConsolidated Mill Supply, Inc. Employee Stock Ownership PlanConsolidated Mill Supply, In…$98M
End-of-year total assets ($M) among Paladin Capital, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$79M
Net Income-$49M
Employer EIN621584643
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paladin Capital Inc)

Sponsor-wide plan assets over time

All Paladin Capital Inc plans reported in each filing year

Latest sponsor-wide plan assets
$23M 77.0005388140536% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $99M $22.8M ▼ -77.0%
Year Plans Participants Total Assets
2022 1 3,771 $99M
2023 1 3,846 $57M
2024 1 2,942 $23M

Nearby ESOP Plans in Tennessee

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

Paladin Capital, Inc. ESOP vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 01000200030004000 0100200300400500 Total assets ($M) Participants Paladin Capital, Inc. ESOP, Total assets ($M): 99.01375 · Participants: 3771Paladin Capital, Inc. ESOPBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 448.826239 · Participants: 312Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 199.960184 · Participants: 184Zander Group Holdings, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.475903 · Participants: 5053ls, Inc. Employee Stock Ownership PlanChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.135811 · Participants: 512Churchill Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 90.893113 · Participants: 1824National Health Corp Leveraged Employee Stock Ownership Plan
Paladin Capital, Inc. ESOP vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Paladin Capital, Inc. ESOP side-by-side with 3 peers →

Paladin Capital, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan in MN ($99M); by covered participants it is Griffon Corporation Employee Stock Ownership Plan in NY (3,775 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,771 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 Paladin Capital, Inc. ESOP assets move in 2022? ▼
Paladin Capital, Inc. ESOP contracted severely - down 31.5% during 2022, from $145M to $99M. Reported net income was -$49M.
How have Paladin Capital Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paladin Capital Inc's sponsor-wide assets declined 77.0%, from $99M to $23M.
Where does Paladin Capital, Inc. ESOP rank by assets among Form 5500 filers? ▼
Paladin Capital, Inc. ESOP ranks in the 93rd 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 Paladin Capital, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan in MN ($99M, 764 participants).
Which ESOP plans cover a similar participant headcount to Paladin Capital, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Griffon Corporation Employee Stock Ownership Plan in NY (3,775 participants, $184M 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 621584643.

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.