ESOP · DOL Form 5500 · 2023

Paschal Associates, Ltd ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
15
Participants Small participant base
74th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Paschal Associates Employee Stock Ownership Plan · Sponsored by Paschal Associates, Ltd · North Carolina · Construction

$21M in assets, 15 participants

Paschal Associates, Ltd's Paschal Associates Employee Stock Ownership Plan reported $21M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,529 in Construction (9,030 peers)

Paschal Associates, Ltd multi-year trail

Paschal Associates, Ltd's plans moved +86.9% in assets from 2022 to 2024; this filing shows Paschal Associates Employee Stock Ownership Plan at $21M / 15 participants.

#6,529
in Construction (9,030 peers)
+39.8%
assets growth YoY

Paschal Associates Employee Stock Ownership Plan's outsized position by total assets

Paschal Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$21,295,049 Top 26% higher than 74% 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

Paschal Associates 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. Paschal Associates Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paschal Associates Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Paschal Associates Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461043669 · Paschal Associates, Ltd PY 2023 · ESOP

Paschal Associates Employee Stock Ownership Plan · $21M · 15 · 74th

  • EBSA $21M
  • EBSA 15
  • EBSA 74th
  • EBSA ESOP
  • EBSA near Kerotest Industries, Inc. Employee Stock Ownership Plan
  • EBSA ind #6529

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 →

Paschal Associates Employee Stock Ownership Plan in the asset neighbourhood

Citizens Bank Employee Stock Ownership and Retirement Savings PlanCitizens Bank Employee Stock…$21MPta Corporation Employee Stock Ownership PlanPta Corporation Employee Sto…$21MPaschal Associates Employee Stock Ownership PlanPaschal Associates Employee …$21MApt Employee Stock Ownership PlanApt Employee Stock Ownership…$21MKerotest Industries, Inc. Employee Stock Ownership PlanKerotest Industries, Inc. Em…$21M
End-of-year total assets ($M) among Paschal Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Paschal Associates, Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Paschal Associates, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$28M 86.86031286569454% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.2M $28.5M ▲ +86.8%
Year Plans Participants Total Assets
2022 1 15 $15M
2023 1 15 $21M
2024 1 17 $28M

Paschal Associates, Ltd filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$20M
Net Income$6M
Employer EIN461043669
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Paschal Associates Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -500050010001500 050100150200 Total assets ($M) Participants Paschal Associates Employee Stock Ownership Plan, Total assets ($M): 21.295049 · Participants: 15Paschal Associates Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Paschal Associates Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Paschal Associates Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Kerotest Industries, Inc. Employee Stock Ownership Plan in PA ($21M); by covered participants it is First National Bank of Sparta Profit Sharing Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Paschal Associates Employee Stock Ownership Plan assets move in 2023? ▼
Paschal Associates Employee Stock Ownership Plan surged - up 39.8% during 2023, from $15M to $21M. Reported net income was $6M.
How have Paschal Associates, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paschal Associates, Ltd's sponsor-wide assets grew 86.9%, from $15M to $28M.
Which ESOP plans are similar in size to Paschal Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kerotest Industries, Inc. Employee Stock Ownership Plan in PA ($21M, 152 participants).
Which ESOP plans cover a similar participant headcount to Paschal Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First National Bank of Sparta Profit Sharing Plan in IL (15 participants, $2M 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 461043669.

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.