ESOP · DOL Form 5500 · 2023

Patterson Nursery Sales, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
47
Participants Small participant base
26th
Percentile by assets National rank
$28,857
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Patterson Nursery Sales, Inc. Employee Stock Ownership Plan · Sponsored by Patterson Nursery Sales, Inc. · Oregon · Agriculture, Forestry & Fishing

$1M in assets, 47 participants

Patterson Nursery Sales, Inc.'s Patterson Nursery Sales, Inc. Employee Stock Ownership Plan reported $1M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #343 in Agriculture, Forestry & Fishing (1,288 peers)

Patterson Nursery Sales, Inc. multi-year trail

Patterson Nursery Sales, Inc.'s plans moved +61.6% in assets from 2022 to 2024; this filing shows Patterson Nursery Sales, Inc. Employee Stock Ownership Plan at $1M / 47 participants.

#343
in Agriculture, Forestry & Fishing (1,288 peers)
+30.7%
assets growth YoY

Patterson Nursery Sales, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Patterson Nursery Sales, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,356,286 26th percentile higher than 26% of 127,068 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 2023

Patterson Nursery Sales, Inc. 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. Patterson Nursery Sales, Inc. Employee Stock Ownership Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patterson Nursery Sales, Inc. Employee Stock Ownership Plan reported net income fell from $537K in the plan year 2022 filing to $318K in the plan year 2023 filing.
  • Patterson Nursery Sales, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Patterson Nursery Sales, Inc. Employee Stock Ownership Plan reported participants fell from 52 in the plan year 2022 filing to 47 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930987268 · Patterson Nursery Sales, Inc. PY 2023 · ESOP

Patterson Nursery Sales, Inc. Employee Stock Ownership Plan · $1M · 47 · 26th

  • IND $1M
  • IND 47
  • IND 26th
  • IND ESOP
  • IND near Central Lumber Sales, Inc Employee Stock Ownership Plan and Trust
  • IND ind #343

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 Oregon →

Patterson Nursery Sales, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Patterson Nursery Sales, Inc. Employee Stock Ownership PlanPatterson Nursery Sales, Inc…$1MCentral Lumber Sales, Inc Employee Stock Ownership Plan and TrustCentral Lumber Sales, Inc Em…$1MFirst Neighborhood Bank Employee Stock Ownership PlanFirst Neighborhood Bank Empl…$1MHenry, Meisenheimer & Gende, Inc. Employee Stock Ownership PlanHenry, Meisenheimer & Gende,…$1MClark-Mxr, Inc. Employee Stock Ownership PlanClark-Mxr, Inc. Employee Sto…$1M
End-of-year total assets ($M) among Patterson Nursery Sales, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Patterson Nursery Sales, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Patterson Nursery Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 61.61017316538619% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.04M $1.68M ▲ +61.5%
Year Plans Participants Total Assets
2022 1 52 $1M
2023 1 47 $1M
2024 1 50 $2M

Patterson Nursery Sales, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$318K
Employer EIN930987268
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Patterson Nursery Sales, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Patterson Nursery Sales, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.356286 · Participants: 47Patterson Nursery Sales, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Patterson Nursery Sales, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Patterson Nursery Sales, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Patterson Nursery Sales, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Central Lumber Sales, Inc Employee Stock Ownership Plan and Trust in NE ($1M); by covered participants it is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Patterson Nursery Sales, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Patterson Nursery Sales, Inc. Employee Stock Ownership Plan surged - up 30.7% during 2023, from $1M to $1M. Reported net income was $318K.
How have Patterson Nursery Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patterson Nursery Sales, Inc.'s sponsor-wide assets grew 61.6%, from $1M to $2M.
Which ESOP plans are similar in size to Patterson Nursery Sales, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Central Lumber Sales, Inc Employee Stock Ownership Plan and Trust in NE ($1M, 31 participants).
Which ESOP plans cover a similar participant headcount to Patterson Nursery Sales, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930987268.

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.