ESOP · DOL Form 5500 · 2023

Patterson Pope, Inc ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
158
Participants Small participant base
74th
Percentile by assets National rank
$136,304
Avg per participant Near avg balance/head
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Official DOL plan name: Patterson Pope, Inc Employee Stock Ownership Plan · Sponsored by Patterson Pope, Inc · North Carolina · Wholesale Trade

$22M in assets, 158 participants

Patterson Pope, Inc's Patterson Pope, Inc Employee Stock Ownership Plan reported $22M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,495 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

Patterson Pope, Inc Employee Stock Ownership Plan covers 158 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $22M.

#4,495
in Wholesale Trade (6,309 peers)
+64.2%
assets growth YoY

Patterson Pope, Inc Employee Stock Ownership Plan's outsized position by total assets

Patterson Pope, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$21,536,089 Top 26% higher than 74% 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 Pope, Inc Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patterson Pope, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patterson Pope, Inc Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Patterson Pope, Inc Employee Stock Ownership Plan reported net income rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560986683 · Patterson Pope, Inc PY 2023 · ESOP

Patterson Pope, Inc Employee Stock Ownership Plan · $22M · 158 · 74th

  • ASSETS $22M
  • PCT 158
  • EIN 74th
  • RANK ESOP
  • PHOTO near Wohlsen Construction Company Employee Stock Ownership Plan
  • IND ind #4495

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 North Carolina →

Patterson Pope, Inc Employee Stock Ownership Plan in the asset neighbourhood

G W Holdings, Inc. Employee Stock Ownership PlanG W Holdings, Inc. Employee …$22MRegal Service Employee Stock Ownership PlanRegal Service Employee Stock…$22MPatterson Pope, Inc Employee Stock Ownership PlanPatterson Pope, Inc Employee…$22MWohlsen Construction Company Employee Stock Ownership PlanWohlsen Construction Company…$22MTop Notch Employee Stock Ownership PlanTop Notch Employee Stock Own…$22M
End-of-year total assets ($M) among Patterson Pope, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$9M
Net Income$9M
Employer EIN560986683
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patterson Pope, Inc)

Sponsor-wide plan assets over time

All Patterson Pope, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$48M 66.8791988836473% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $29M $48.3M ▲ +66.9%
Year Plans Participants Total Assets
2022 2 327 $29M
2023 2 336 $39M
2024 2 340 $48M

Nearby ESOP Plans in North Carolina

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

Patterson Pope, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants Patterson Pope, Inc Employee Stock Ownership Plan, Total assets ($M): 21.536089 · Participants: 158Patterson Pope, Inc Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Patterson Pope, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Patterson Pope, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Wohlsen Construction Company Employee Stock Ownership Plan in PA ($22M); by covered participants it is Mid-State Consultants, Inc. Employee Stock Ownership Plan in UT (158 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 Patterson Pope, Inc Employee Stock Ownership Plan assets move in 2023? ▼
Patterson Pope, Inc Employee Stock Ownership Plan surged - up 64.2% during 2023, from $13M to $22M. Reported net income was $9M.
How have Patterson Pope, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patterson Pope, Inc's sponsor-wide assets grew 66.9%, from $29M to $48M.
Which ESOP plans are similar in size to Patterson Pope, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wohlsen Construction Company Employee Stock Ownership Plan in PA ($22M, 261 participants).
Which ESOP plans cover a similar participant headcount to Patterson Pope, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mid-State Consultants, Inc. Employee Stock Ownership Plan in UT (158 participants, $12M 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 560986683.

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.