ESOP · DOL Form 5500 · 2023

E.S.a.I.C., Inc. Dba Eastern Shore Associates ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
57
Participants Small participant base
61st
Percentile by assets National rank
$193,542
Avg per participant Above avg balance/head
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Official DOL plan name: E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan · Sponsored by E.S.a.I.C., Inc. Dba Eastern Shore Associates · New York · Finance & Insurance

$11M in assets, 57 participants

E.S.a.I.C., Inc. Dba Eastern Shore Associates's E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan reported $11M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,036 in Finance & Insurance (8,869 peers)

E.S.a.I.C., Inc. Dba Eastern Shore Associates multi-year trail

E.S.a.I.C., Inc. Dba Eastern Shore Associates's plans moved +41.1% in assets from 2022 to 2024; this filing shows E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan at $11M / 57 participants.

#4,036
in Finance & Insurance (8,869 peers)
+15.4%
assets growth YoY

E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$11,031,915 Top 39% higher than 61% 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

E.S.a.I.C., Inc. Dba Eastern Shore Associates 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. E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan reported net income rose from $661K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan reported participants fell from 65 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 161265337 · E.S.a.I.C., Inc. Dba Eastern Shore Associates PY 2023 · ESOP

E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan · $11M · 57 · 61st

  • EOY $11M
  • 5500 57
  • ASSETS 61st
  • PCT ESOP
  • EIN near Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan
  • RANK ind #4036

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 New York →

E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan in the asset neighbourhood

Daco Precision-Tool Employee Stock Ownership PlanDaco Precision-Tool Employee…$11ME.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership PlanE.S.a.I.C., Inc. Dba Eastern…$11MLake Ridge Bancorp, Inc. Employee Stock Ownership PlanLake Ridge Bancorp, Inc. Emp…$11MO & F Machine Products Company Employee Stock Ownership PlanO & F Machine Products Compa…$11MArion Systems, Inc. Employee Stock Ownership PlanArion Systems, Inc. Employee…$11M
End-of-year total assets ($M) among E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

E.S.a.I.C., Inc. Dba Eastern Shore Associates multi-year asset trail

Sponsor-wide plan assets over time

All E.S.a.I.C., Inc. Dba Eastern Shore Associates plans reported in each filing year

Latest sponsor-wide plan assets
$13M 41.13123522303148% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.56M $13.5M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 65 $10M
2023 1 57 $11M
2024 1 60 $13M

E.S.a.I.C., Inc. Dba Eastern Shore Associates filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN161265337
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan, Total assets ($M): 11.031915 · Participants: 57E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan in WI ($11M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants). Same-state nearby plans are listed separately above.

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 E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan assets move in 2023?
E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan grew sharply - up 15.4% during 2023, from $10M to $11M. Reported net income was $1M.
How have E.S.a.I.C., Inc. Dba Eastern Shore Associates plan assets changed over time?
Across 3 plan years on file (2022-2024), E.S.a.I.C., Inc. Dba Eastern Shore Associates's sponsor-wide assets grew 41.1%, from $10M to $13M.
Which ESOP plans are similar in size to E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan in WI ($11M, 229 participants).
Which ESOP plans cover a similar participant headcount to E.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants, $10M in assets).