ESOP · DOL Form 5500 · 2022
Robert E. Mason & Associates, Inc. ESOP
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 250
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $310,814
- Avg per participant High balance/head
Official DOL plan name: Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Robert E. Mason & Associates, Inc. · North Carolina · Wholesale Trade
$78M in assets, 250 participants
Robert E. Mason & Associates, Inc.'s Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan reported $78M in total assets and 250 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #6,351 in Wholesale Trade (6,843 peers)
Coverage in North Carolina
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan covers 250 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $78M.
- #6,351
- in Wholesale Trade (6,843 peers)
- +35.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$77,703,602 Top 9% higher than 91% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (250 participants).
Form 5500 schedule snapshot
Filing strip 561782982 · Robert E. Mason & Associates, Inc. PY 2022 · ESOP
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan · $78M · 250 · 91st
- VS-ST $78M
- VS-ST 250
- VS-ST 91st
- VS-ST ESOP
- VS-ST near Inland Truck Parts Company Employee Stock Ownership Plan and Trust
- VS-ST ind #6351
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 →
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $23M |
| Employer EIN | 561782982 |
| Plan Effective Date | 2016-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert E. Mason & Associates, Inc.)
Sponsor-wide plan assets over time
All Robert E. Mason & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $210M 60.60298405463668% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 552 | $131M |
| 2023 | 2 | 598 | $170M |
| 2024 | 2 | 630 | $210M |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Old Dominion 401(k) Retirement Plan $1.8B · 24,080
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,322
- State Utility Contractors, Inc. Employee Stock Ownership Plan $82M · 147
- Mckim & Creed, Inc. Employee Stock Ownership Plan $72M · 790
- Ecmd, Inc. Employee Stock Ownership Plan $67M · 900
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is Inland Truck Parts Company Employee Stock Ownership Plan and Trust in KS ($78M); by covered participants it is Burns Engineering, Inc. Employee Stock Ownership Plan in PA (249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
- Burns Engineering, Inc. Employee Stock Ownership Plan (PA) 249 · 1 off
- Fidelity Profit Sharing Plan - an ESOP (IA) 249 · 1 off
- Air Tractor Holdings, Inc. Employee Stock Ownership Plan (TX) 251 · 1 off
- Aptura Employee Stock Ownership Plan (IN) 251 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.