ESOP · DOL Form 5500 · 2023

James a. Scott & Son, Inc. ESOP

Data updated 2026-08-11

$204M
Total assets: 376
Participants: 95th
Percentile by assets: $541,647
Avg per participant

Official DOL plan name: James a. Scott & Son, Incorporated Employee Stock Ownership Plan · Sponsored by James a. Scott & Son, Inc. · Virginia · Finance & Insurance

$204M in assets, 376 participants

James a. Scott & Son, Inc.'s James a. Scott & Son, Incorporated Employee Stock Ownership Plan reported $204M in total assets and 376 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#8,125 in Finance & Insurance (8,869 peers)

Coverage in Virginia

James a. Scott & Son, Incorporated Employee Stock Ownership Plan covers 376 participants in Virginia, about 48% of the average Virginia filer (state average ~782 per filing). Assets: $204M.

$204M
total plan assets (2023 EOY): 376
covered participants: 95th
percentile by assets (of 127,072 plans): $541,647
avg assets per participant

James a. Scott & Son, Incorporated Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2022 filing to $20M in the plan year 2023 filing.
James a. Scott & Son, Incorporated Employee Stock Ownership Plan end-of-year assets rose from $184M in the plan year 2022 filing to $204M in the plan year 2023 filing.
James a. Scott & Son, Incorporated Employee Stock Ownership Plan reported participants rose from 352 in the plan year 2022 filing to 376 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Virginia

Industry

Finance & Insurance

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. James a. Scott & Son, Incorporated Employee Stock Ownership Plan reports 376 participants - about 48% of that state average ($204M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)	$184M
Net Assets (End of Year)	$204M
Net Income	$20M
Employer EIN	540372970
Plan Effective Date	1961-12-21
Filing Status	FILING RECEIVED

Sponsor Plan History (James a. Scott & Son, Inc.)

Total plan assets by year, all James a. Scott & Son, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	698	$199M
2023	2	742	$222M
2024	2	786	$253M

Nearby ESOP Plans in Virginia

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

James a. Scott & Son, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants

Nvr, Inc. Employee Stock Ownership Plan $1.2B · 6,866
The Resorts Companies, Inc. Employee Stock Ownership Plan $352M · 1,751
American Systems Corporation Employee Stock Ownership Plan $331M · 1,782
Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $322M · 1,652
New River Electrical Corporation Employee Stock Ownership Plan $321M · 444

Compare James a. Scott & Son, Incorporated Emplo… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to James a. Scott & Son, Incorporated Employee Stock Ownership Plan by total assets, not by location.

Pacific Industrial Corp. Employee Stock Ownership Plan (OR) $204M · 71
Dwh Owners Plan (TX) $204M · 1,717
Team Horner Employee Stock Ownership Plan (FL) $205M · 471
Hb Global Employee Stock Ownership Plan (PA) $205M · 1,404

Frequently Asked Questions

How did James a. Scott & Son, Incorporated Employee Stock Ownership Plan assets move in 2023? ▼

James a. Scott & Son, Incorporated Employee Stock Ownership Plan grew at a solid clip - up 11.0% during 2023, from $184M to $204M. Reported net income was $20M.

How have James a. Scott & Son, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), James a. Scott & Son, Inc.'s sponsor-wide assets grew 26.8%, from $199M to $253M.

Where does James a. Scott & Son, Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

James a. Scott & Son, Incorporated Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to James a. Scott & Son, Incorporated Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Pacific Industrial Corp. Employee Stock Ownership Plan in OR ($204M, 71 participants).

Next read for James a. Scott & Son, Incorporated Emplo…

Filing takeaways

Ways to act on James a. Scott & Son, Incorporated Employee Stock Ownership Plan's numbers.

By total assets, James a. Scott & Son, Incorporated Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Virginia. Compare plans
James a. Scott & Son, Inc.'s sponsor-wide assets have grown 26.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 540372970.