ESOP · DOL Form 5500 · 2023
Paschal Associates, Ltd ESOP
Data updated 2026-08-11
- $21M
- Total assets
- 15
- Participants
- 74th
- Percentile by assets
- $1.4M
- Avg per participant
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.
- 74th percentile by assets (of 127,072 plans)
- #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.
- $21M
- total plan assets (2023 EOY)
- 15
- covered participants
- 74th
- percentile by assets (of 127,072 plans)
- $1.4M
- avg assets per participant
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.
Paschal Associates, Ltd across 3 plan years on file
Across the 3 plan years Paschal Associates, Ltd has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $28M, a gain of 86.9%, while reported participants moved from 15 to 17 (+13.3%). Peak year by sponsor assets: 2024 ($28M); trough: 2022 ($15M).
Paschal Associates, Ltd multi-year asset trail
| 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 EIN | 461043669 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING 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
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Paschal Associates Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Paschal Associates Employee Stock Owners…
Multi-year trail
Ways to act on Paschal Associates Employee Stock Ownership Plan's numbers.
- By total assets, Paschal Associates Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
- Paschal Associates, Ltd's sponsor-wide assets have grown 86.9% since 2022 across 3 plan years on file. More Construction plans