ESOP · DOL Form 5500 · 2023

Norcross Supply Company ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
25
Participants Small participant base
78th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Norcross Supply Co Employee Stock Ownership Plan · Sponsored by Norcross Supply Company · Georgia · Wholesale Trade

$28M in assets, 25 participants

Norcross Supply Company's Norcross Supply Co Employee Stock Ownership Plan reported $28M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,873 in Wholesale Trade (6,309 peers)

Where Norcross Supply Co Employee Stock Ownership Plan sits by assets

Norcross Supply Co Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $28M for 25 participants (~$1.1M/participant), up 20.0% in 2023.

#4,873
in Wholesale Trade (6,309 peers)
+20.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Norcross Supply Co Employee Stock Ownership Plan's outsized position by total assets

Norcross Supply Co Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$27,924,500 Top 22% higher than 78% of 127,068 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 2023

Norcross Supply Co 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. Norcross Supply Co Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Norcross Supply Co Employee Stock Ownership Plan reported participants rose from 20 in the plan year 2022 filing to 25 in the plan year 2023 filing.
  • Norcross Supply Co Employee Stock Ownership Plan end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 580520673 · Norcross Supply Company PY 2023 · ESOP

Norcross Supply Co Employee Stock Ownership Plan · $28M · 25 · 78th

  • PCT $28M
  • PCT 25
  • PCT 78th
  • PCT ESOP
  • PCT near Engineering Consulting Svcs, Ltd Employee Stock Ownership Plan
  • PCT ind #4873

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 Georgia →

Norcross Supply Co Employee Stock Ownership Plan in the asset neighbourhood

Ats ESOP Holdings, Inc. Employee Stock Ownership PlanAts ESOP Holdings, Inc. Empl…$28MFireline, Inc. Employee Stock Ownership PlanFireline, Inc. Employee Stoc…$28MNorcross Supply Co Employee Stock Ownership PlanNorcross Supply Co Employee …$28MEngineering Consulting Svcs, Ltd Employee Stock Ownership PlanEngineering Consulting Svcs,…$28MStenner Pump Company, Inc. Employee Stock Ownership Plan and TrustStenner Pump Company, Inc. E…$28M
End-of-year total assets ($M) among Norcross Supply Co Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN580520673
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norcross Supply Company)

Sponsor-wide plan assets over time

All Norcross Supply Company plans reported in each filing year

Latest sponsor-wide plan assets
$37M 38.86996455316475% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.6M $37M ▲ +38.9%
Year Plans Participants Total Assets
2022 2 40 $27M
2023 2 48 $32M
2024 2 50 $37M

Nearby ESOP Plans in Georgia

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

Norcross Supply Co Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Norcross Supply Co Employee Stock Ownership Plan, Total assets ($M): 27.9245 · Participants: 25Norcross Supply Co Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Norcross Supply Co Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Norcross Supply Co Employee Stock Ownership Plan side-by-side with 3 peers →

Norcross Supply Co Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Engineering Consulting Svcs, Ltd Employee Stock Ownership Plan in VA ($28M); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Norcross Supply Co Employee Stock Ownership Plan assets move in 2023? ▼
Norcross Supply Co Employee Stock Ownership Plan grew sharply - up 20.0% during 2023, from $23M to $28M. Reported net income was $5M.
How have Norcross Supply Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norcross Supply Company's sponsor-wide assets grew 38.9%, from $27M to $37M.
Where does Norcross Supply Co Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Norcross Supply Co Employee Stock Ownership Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Norcross Supply Co Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Engineering Consulting Svcs, Ltd Employee Stock Ownership Plan in VA ($28M, 2,097 participants).
Which ESOP plans cover a similar participant headcount to Norcross Supply Co Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 580520673.

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.