ESOP · DOL Form 5500 · 2022
Charter Roofing Company ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $419,863
- Avg per participant High balance/head
Official DOL plan name: Charter Roofing Co., Inc. Employee Stock Ownership Plan · Sponsored by Charter Roofing Company · Texas · Construction
$8M in assets, 19 participants
Charter Roofing Company's Charter Roofing Co., Inc. Employee Stock Ownership Plan reported $8M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #5,952 in Construction (9,927 peers)
Charter Roofing Company multi-year trail
Charter Roofing Company's plans moved -27.7% in assets from 2022 to 2024; this filing shows Charter Roofing Co., Inc. Employee Stock Ownership Plan at $8M / 19 participants.
- #5,952
- in Construction (9,927 peers)
- +0.2%
- assets growth YoY
Charter Roofing Co., Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Charter Roofing Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,977,388 Top 40% higher than 60% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Charter Roofing Co., Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charter Roofing Co., Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 742123832 · Charter Roofing Company PY 2022 · ESOP
Charter Roofing Co., Inc. Employee Stock Ownership Plan · $8M · 19 · 60th
- RANK $8M
- RANK 19
- RANK 60th
- RANK ESOP
- RANK near Lite Star ESOP
- RANK ind #5952
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 Texas →
Charter Roofing Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood
Charter Roofing Company multi-year asset trail
Sponsor-wide plan assets over time
All Charter Roofing Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 27.68137891751034% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $8M |
| 2023 | 1 | 18 | $7M |
| 2024 | 1 | 18 | $6M |
Charter Roofing Company filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $19K |
| Employer EIN | 742123832 |
| Plan Effective Date | 2003-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $20.6B · 2,620
- Highland Homes Employee Stock Ownership Plan $520M · 690
- Cactus Feeders, Inc. Employee Stock Ownership Plan $495M · 818
- Austin Industries Employee Stock Ownership Plan $422M · 5,325
- Lja Engineering ESOP $353M · 1,298
Charter Roofing Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Lite Star ESOP in CA ($8M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 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.