ESOP · DOL Form 5500 · 2023
Ramey Kemp & Associates, Inc. ESOP
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $206,876
- Avg per participant Above avg balance/head
Official DOL plan name: Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Ramey Kemp & Associates, Inc. · North Carolina · Professional & Technical Services
$12M in assets, 56 participants
Ramey Kemp & Associates, Inc.'s Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan reported $12M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,339 in Professional & Technical Services (20,321 peers)
2023 asset change
Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan grew at a solid clip 12.4% in 2023 ($10M → $12M) for 56 participants.
- #12,339
- in Professional & Technical Services (20,321 peers)
- +12.4%
- assets growth YoY
Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,585,037 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan reported net income rose from -$11M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 76 in the plan year 2022 filing to 56 in the plan year 2023 filing.
- Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 561772475 · Ramey Kemp & Associates, Inc. PY 2023 · ESOP
Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan · $12M · 56 · 62nd
- IND $12M
- EOY 56
- 5500 62nd
- ASSETS ESOP
- PCT near Heritage Bancshares Group, Inc. Employee Stock Ownership Plan and Trust
- EIN ind #12339
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 →
Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Ramey Kemp & Associates, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Ramey Kemp & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 153 | $24M |
| 2023 | 1 | 56 | $12M |
| 2024 | 1 | 31 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 561772475 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $182M · 1,330
- Ecmd, Inc. Employee Stock Ownership Plan $132M · 922
- Precision Walls, Inc. Employee Stock Ownership Plan $111M · 1,028
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $102M · 273
- State Utility Contractors, Inc. Employee Stock Ownership Plan $86M · 144
Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is Heritage Bancshares Group, Inc. Employee Stock Ownership Plan and Trust in MN ($12M); by covered participants it is Created From the First National Bank Employee Stock Ownership Plan in IL (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.
- Created From the First National Bank Employee Stock Ownership Plan (IL) 56 · 0 off
- Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust (MN) 56 · 0 off
- Quality Machining, Inc. Employee Stock Ownership Plan (WI) 56 · 0 off
- Zehnder Communications, Inc. Employee Stock Ownership Plan (LA) 56 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.