ESOP · DOL Form 5500 · 2023
Encore Exchange Company ESOP
Data updated 2026-08-25
- $474K
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $13,175
- Avg per participant Low balance/head
Official DOL plan name: Encore Exchange Company Employee Stock Ownership Plan · Sponsored by Encore Exchange Company · North Carolina · Administrative & Support Services
$474K in assets, 36 participants
Encore Exchange Company's Encore Exchange Company Employee Stock Ownership Plan reported $474K in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #1,656 in Administrative & Support Services (4,372 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Encore Exchange Company Employee Stock Ownership Plan ranks #1,656 of 4,372 2023 filers by assets (6083% of the sector average)-$474K for 36 participants.
- #1,656
- in Administrative & Support Services (4,372 peers)
- -60.6%
- assets change YoY
The plan reported a net loss of $728K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Encore Exchange Company Employee Stock Ownership Plan among the smaller filed plans by assets
Encore Exchange Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$474,286 17th percentile higher than 17% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Encore Exchange Company 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. Encore Exchange Company Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Encore Exchange Company Employee Stock Ownership Plan reported net income fell from $21K in the plan year 2022 filing to -$728K in the plan year 2023 filing.
- Encore Exchange Company Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $474K in the plan year 2023 filing.
- Encore Exchange Company Employee Stock Ownership Plan reported participants fell from 41 in the plan year 2022 filing to 36 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 202888953 · Encore Exchange Company PY 2023 · ESOP
Encore Exchange Company Employee Stock Ownership Plan · $474K · 36 · 17th
- IND $474K
- EOY 36
- 5500 17th
- ASSETS ESOP
- PCT near Meridian Systems, Inc. Employee Stock Ownership Plan
- EIN ind #1656
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 →
Encore Exchange Company Employee Stock Ownership Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $474K |
| Net Income | -$728K |
| Employer EIN | 202888953 |
| Plan Effective Date | 2005-07-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Encore Exchange Company)
Sponsor-wide plan assets over time
All Encore Exchange Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $6K 99.52291234657616% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $1M |
| 2023 | 1 | 36 | $474K |
| 2024 | 1 | 39 | $6K |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
Encore Exchange Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is Meridian Systems, Inc. Employee Stock Ownership Plan in AK ($474K); by covered participants it is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($474K here).
Similar participant headcount
Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.
- Hydro-Chem Systems, Inc. Employee Stock Ownership Plan (MI) 36 · 0 off
- Vergith Contracting Company Employee Stock Ownership Plan (NV) 36 · 0 off
- First National Bank of Raymond Employee Stock Ownership Plan (IL) 36 · 0 off
- S.H. Smith & Company, Incorporated Employee Stock Ownership Trust (MO) 36 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.