ESOP · DOL Form 5500 · 2022
Robert E. Mason & Associates, Inc. ESOP
Data updated 2026-08-11
- $78M
- Total assets
- 250
- Participants
- 91st
- Percentile by assets
- $310,814
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $78M
- total plan assets (2022 EOY)
- 250
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $310,814
- avg assets per participant
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan reports 250 participants - about 31% of that state average ($78M EOY assets).
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.)
| 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.
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
How have Robert E. Mason & Associates, Inc. plan assets changed over time? ▼
Where does Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan? ▼
Next read for Robert E. Mason & Associates, Inc. Emplo…
Filing takeaways
Ways to act on Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
- Robert E. Mason & Associates, Inc.'s sponsor-wide assets have grown 60.6% since 2022 across 3 plan years on file. More Wholesale Trade plans