ESOP · DOL Form 5500 · 2022

Sovereign Distributors, Inc. T/a Avalon Flooring ESOP

Data updated 2026-08-25

$31M
Total assets Below avg plan size
393
Participants Below avg headcount
83rd
Percentile by assets National rank
$78,890
Avg per participant Below avg balance/head
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Official DOL plan name: Avalon Flooring Employee Stock Ownership Plan · Sponsored by Sovereign Distributors, Inc. T/a Avalon Flooring · New Jersey · Retail Trade

$31M in assets, 393 participants

Sovereign Distributors, Inc. T/a Avalon Flooring's Avalon Flooring Employee Stock Ownership Plan reported $31M in total assets and 393 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #8,633 in Retail Trade (9,519 peers)

Coverage in New Jersey

Avalon Flooring Employee Stock Ownership Plan covers 393 participants in New Jersey, about 47% of the average New Jersey filer (state average ~844 per filing). Assets: $31M.

#8,633
in Retail Trade (9,519 peers)
+0.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Avalon Flooring Employee Stock Ownership Plan's outsized position by total assets

Avalon Flooring Employee Stock Ownership Plan vs every filed plan by assets

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

$31,003,804 Top 17% higher than 83% 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

Avalon Flooring 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. Avalon Flooring Employee Stock Ownership Plan sits mid-pack in the medium band (393 participants).

Published 5500 schedule card

Filing strip 222985143 · Sovereign Distributors, Inc. T/a Avalon Flooring PY 2022 · ESOP

Avalon Flooring Employee Stock Ownership Plan · $31M · 393 · 83rd

  • BOY $31M
  • BOY 393
  • BOY 83rd
  • BOY ESOP
  • BOY near The Citizens National Bank of Bluffton Employee Stock Ownership Plan
  • BOY ind #8633

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 New Jersey →

Avalon Flooring Employee Stock Ownership Plan in the asset neighbourhood

Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership PlanThouvenot, Wade, Moerchen, I…$31MAvalon Flooring Employee Stock Ownership PlanAvalon Flooring Employee Sto…$31MThe Citizens National Bank of Bluffton Employee Stock Ownership PlanThe Citizens National Bank o…$31MSwa Group Employee Stock Ownership PlanSwa Group Employee Stock Own…$31MB & W Custom Truck Beds, Inc. Employee Stock Ownership PlanB & W Custom Truck Beds, Inc…$31M
End-of-year total assets ($M) among Avalon Flooring Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$27M
Net Income$940K
Employer EIN222985143
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sovereign Distributors, Inc. T/a Avalon Flooring)

Sponsor-wide plan assets over time

All Sovereign Distributors, Inc. T/a Avalon Flooring plans reported in each filing year

Latest sponsor-wide plan assets
$51M 2.493814368328395% vs 2022
2024 filing year
$50.5M$51M$51.5M$52M$52.5M 202220232024 $51.9M $50.6M ▼ -2.5%
Year Plans Participants Total Assets
2022 2 750 $52M
2023 2 721 $51M
2024 2 675 $51M

Nearby ESOP Plans in New Jersey

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

Avalon Flooring Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600 Total assets ($M) Participants Avalon Flooring Employee Stock Ownership Plan, Total assets ($M): 31.003804 · Participants: 393Avalon Flooring Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership Plan
Avalon Flooring Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Avalon Flooring Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest ESOP by assets is The Citizens National Bank of Bluffton Employee Stock Ownership Plan in OH ($31M); by covered participants it is Martin ESOP in TX (393 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (393 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 Avalon Flooring Employee Stock Ownership Plan assets move in 2022? ▼
Avalon Flooring Employee Stock Ownership Plan held essentially flat - up 0.2% during 2022, from $31M to $31M. Reported net income was $940K.
How have Sovereign Distributors, Inc. T/a Avalon Flooring plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sovereign Distributors, Inc. T/a Avalon Flooring's sponsor-wide assets declined 2.5%, from $52M to $51M.
Where does Avalon Flooring Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Avalon Flooring Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Avalon Flooring Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Citizens National Bank of Bluffton Employee Stock Ownership Plan in OH ($31M, 136 participants).
Which ESOP plans cover a similar participant headcount to Avalon Flooring Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Martin ESOP in TX (393 participants, $9M 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 222985143.

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.