ESOP · DOL Form 5500 · 2022

Chas. W. Ashby Co., Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
29
Participants Small participant base
78th
Percentile by assets National rank
$734,245
Avg per participant High balance/head
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Official DOL plan name: Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan · Sponsored by Chas. W. Ashby Co., Inc. · Alabama · Manufacturing

$21M in assets, 29 participants

Chas. W. Ashby Co., Inc.'s Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan reported $21M in total assets and 29 participants in its 2022 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.

  • #14,297 in Manufacturing (20,602 peers)

Where Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan sits by assets

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $21M for 29 participants (~$734,245/participant), up 10.3% in 2022.

#14,297
in Manufacturing (20,602 peers)
+10.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$21,293,114 Top 22% higher than 78% of 139,123 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 2022

Chas. W. Ashby 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. Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 630495804 · Chas. W. Ashby Co., Inc. PY 2022 · ESOP

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan · $21M · 29 · 78th

  • ASSETS $21M
  • PCT 29
  • EIN 78th
  • RANK ESOP
  • PHOTO near Weddle Bros Construction Co., Inc. Employee Stock Ownership Plan
  • IND ind #14297

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 Alabama →

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Whitewood Industries, Inc. Employee Stock Ownership PlanWhitewood Industries, Inc. E…$21MChas. W. Ashby Co., Inc. Employee Stock Ownership PlanChas. W. Ashby Co., Inc. Emp…$21MWeddle Bros Construction Co., Inc. Employee Stock Ownership PlanWeddle Bros Construction Co.…$21MTampa Bay Banking Company Employee Stock Ownership PlanTampa Bay Banking Company Em…$21MPeoples Services, Inc. Employee Stock Ownership PlanPeoples Services, Inc. Emplo…$21M
End-of-year total assets ($M) among Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN630495804
Plan Effective Date1965-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chas. W. Ashby Co., Inc.)

Sponsor-wide plan assets over time

All Chas. W. Ashby Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 29.035405530633046% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.3M $27.5M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 29 $21M
2023 1 30 $24M
2024 1 31 $27M

Nearby ESOP Plans in Alabama

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

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. -500050010001500 0100200300400500 Total assets ($M) Participants Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 21.293114 · Participants: 29Chas. W. Ashby Co., Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 163.711693 · Participants: 231Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 126.162 · Participants: 130Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 120.092479 · Participants: 853Radiance Technologies, Inc. Employee Stock Ownership Plan
Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Weddle Bros Construction Co., Inc. Employee Stock Ownership Plan in IN ($21M); by covered participants it is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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.

Frequently Asked Questions

How did Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.3% during 2022, from $19M to $21M. Reported net income was $2M.
How have Chas. W. Ashby Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chas. W. Ashby Co., Inc.'s sponsor-wide assets grew 29.0%, from $21M to $27M.
Where does Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Weddle Bros Construction Co., Inc. Employee Stock Ownership Plan in IN ($21M, 87 participants).
Which ESOP plans cover a similar participant headcount to Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630495804.

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.