ESOP · DOL Form 5500 · 2023

Paddock Pool Equipment Company, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
76
Participants Small participant base
40th
Percentile by assets National rank
$52,867
Avg per participant Low balance/head
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Official DOL plan name: Paddock Pool Equipment Company Employee Ownership Plan · Sponsored by Paddock Pool Equipment Company, Inc. · South Carolina · Manufacturing

$4M in assets, 76 participants

Paddock Pool Equipment Company, Inc.'s Paddock Pool Equipment Company Employee Ownership Plan reported $4M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,398 in Manufacturing (18,722 peers)

Paddock Pool Equipment Company, Inc. multi-year trail

Paddock Pool Equipment Company, Inc.'s plans moved +92.6% in assets from 2022 to 2024; this filing shows Paddock Pool Equipment Company Employee Ownership Plan at $4M / 76 participants.

#4,398
in Manufacturing (18,722 peers)
+74.3%
assets growth YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Paddock Pool Equipment Company Employee Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Paddock Pool Equipment Company Employee Ownership Plan vs every filed plan by assets

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

$4,017,883 40th percentile higher than 40% 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

Paddock Pool Equipment Company Employee 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. Paddock Pool Equipment Company Employee Ownership Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paddock Pool Equipment Company Employee Ownership Plan reported net income fell from $563K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Paddock Pool Equipment Company Employee Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Paddock Pool Equipment Company Employee Ownership Plan reported participants rose from 72 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 141467778 · Paddock Pool Equipment Company, Inc. PY 2023 · ESOP

Paddock Pool Equipment Company Employee Ownership Plan · $4M · 76 · 40th

  • RANK $4M
  • PHOTO 76
  • IND 40th
  • EOY ESOP
  • 5500 near Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc.
  • ASSETS ind #4398

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 South Carolina →

Paddock Pool Equipment Company Employee Ownership Plan in the asset neighbourhood

Paddock Pool Equipment Company Employee Ownership PlanPaddock Pool Equipment Compa…$4MEmployee Stock Ownership Plan for Employees of Perry Bancshares, Inc.Employee Stock Ownership Pla…$4MHurtt Fabricating Corp Employee Stock Ownership PlanHurtt Fabricating Corp Emplo…$4MWest Coast Chain Mfg. Co. Employee Stock Ownership PlanWest Coast Chain Mfg. Co. Em…$4MStrategic Media Placement, Inc. Employee Stock Ownership Plan and TrustStrategic Media Placement, I…$4M
End-of-year total assets ($M) among Paddock Pool Equipment Company Employee Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Paddock Pool Equipment Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Paddock Pool Equipment Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 92.59368813751438% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.51M $8.68M ▲ +92.5%
Year Plans Participants Total Assets
2022 2 160 $5M
2023 1 76 $4M
2024 1 89 $9M

Paddock Pool Equipment Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$50K
Net Income-$2M
Employer EIN141467778
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Paddock Pool Equipment Company Employee Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400 020406080 Total assets ($M) Participants Paddock Pool Equipment Company Employee Ownership Plan, Total assets ($M): 4.017883 · Participants: 76Paddock Pool Equipment Company Employee Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership Plan
Paddock Pool Equipment Company Employee Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants

Paddock Pool Equipment Company Employee Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK ($4M); by covered participants it is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 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 Paddock Pool Equipment Company Employee Ownership Plan assets move in 2023?
Paddock Pool Equipment Company Employee Ownership Plan surged - up 74.3% during 2023, from $2M to $4M. Reported net income was -$2M.
How have Paddock Pool Equipment Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Paddock Pool Equipment Company, Inc.'s sponsor-wide assets grew 92.6%, from $5M to $9M.
Which ESOP plans are similar in size to Paddock Pool Equipment Company Employee Ownership Plan?
Among ESOP plans in other states, the closest by assets is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK ($4M, 61 participants).
Which ESOP plans cover a similar participant headcount to Paddock Pool Equipment Company Employee Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants, $3M in assets).