ESOP · DOL Form 5500 · 2022

Palmetto Engineering and Consulting, LLC ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
130
Participants Small participant base
31st
Percentile by assets National rank
$12,438
Avg per participant Low balance/head
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Official DOL plan name: Palmetto Engineering Employee Stock Ownership Plan · Sponsored by Palmetto Engineering and Consulting, LLC · South Carolina · Professional & Technical Services

$2M in assets, 130 participants

Palmetto Engineering and Consulting, LLC's Palmetto Engineering Employee Stock Ownership Plan reported $2M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,841 in Professional & Technical Services (21,562 peers)

Coverage in South Carolina

Palmetto Engineering Employee Stock Ownership Plan covers 130 participants in South Carolina, about 35% of the average South Carolina filer (state average ~369 per filing). Assets: $2M.

#5,841
in Professional & Technical Services (21,562 peers)
-$28M
reported net income

The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Palmetto Engineering Employee Stock Ownership Plan among the smaller filed plans by assets

Palmetto Engineering Employee Stock Ownership Plan vs every filed plan by assets

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

$1,617,000 31st percentile higher than 31% 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

Palmetto Engineering 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. Palmetto Engineering Employee Stock Ownership Plan sits mid-pack in the medium band (130 participants).

Plan-year Form 5500 strip

Filing strip 920630606 · Palmetto Engineering and Consulting, LLC PY 2022 · ESOP

Palmetto Engineering Employee Stock Ownership Plan · $2M · 130 · 31st

  • 5500 $2M
  • ASSETS 130
  • PCT 31st
  • EIN ESOP
  • RANK near Cutler Repaving, Inc. Employee Stock Ownership Plan
  • PHOTO ind #5841

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 South Carolina →

Palmetto Engineering Employee Stock Ownership Plan in the asset neighbourhood

Palmetto Engineering Employee Stock Ownership PlanPalmetto Engineering Employe…$2MCutler Repaving, Inc. Employee Stock Ownership PlanCutler Repaving, Inc. Employ…$2MMauch Chunk Trust Company Employee Stock Ownership PlanMauch Chunk Trust Company Em…$2MGenerations Bank Employee Stock Ownership PlanGenerations Bank Employee St…$2MPark Construction Management, Inc. Employee Stock Ownership Plan and TrustPark Construction Management…$2M
End-of-year total assets ($M) among Palmetto Engineering Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$28M
Net Income-$28M
Employer EIN920630606
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmetto Engineering and Consulting, LLC)

Sponsor-wide plan assets over time

All Palmetto Engineering and Consulting, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.55534941249227% vs 2022
2023 filing year
$1.6M$1.65M$1.7M$1.75M 20222023 $1.62M $1.72M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 130 $2M
2023 1 146 $2M

Nearby ESOP Plans in South Carolina

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

Palmetto Engineering Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400500 -200204060 Total assets ($M) Participants Palmetto Engineering Employee Stock Ownership Plan, Total assets ($M): 1.617 · Participants: 130Palmetto Engineering Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.562592 · Participants: 397Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.970729 · Participants: 40Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 15.319 · Participants: 242Synergi Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.911741 · Participants: 53Employees Stock Ownership Plan of Emory Wilson Process, Inc.Oobe Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.792 · Participants: 34Oobe Holdings, Inc. Employee Stock Ownership Plan
Palmetto Engineering Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Palmetto Engineering Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest ESOP by assets is Cutler Repaving, Inc. Employee Stock Ownership Plan in KS ($2M); by covered participants it is Texas Scenic Company, Inc. Employee Stock Ownership Plan in TX (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 have Palmetto Engineering and Consulting, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Palmetto Engineering and Consulting, LLC's sponsor-wide assets grew 6.6%, from $2M to $2M.
Which ESOP plans are similar in size to Palmetto Engineering Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cutler Repaving, Inc. Employee Stock Ownership Plan in KS ($2M, 185 participants).
Which ESOP plans cover a similar participant headcount to Palmetto Engineering Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Texas Scenic Company, Inc. Employee Stock Ownership Plan in TX (130 participants, $17M 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 920630606.

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.