ESOP · DOL Form 5500 · 2023

North Pacific Holdings Co. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
32
Participants Small participant base
53rd
Percentile by assets National rank
$239,435
Avg per participant Above avg balance/head
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Official DOL plan name: North Pacific Holdings Employee Stock Ownership Plan and Trust · Sponsored by North Pacific Holdings Co. · Washington · Retail Trade

$8M in assets, 32 participants

North Pacific Holdings Co.'s North Pacific Holdings Employee Stock Ownership Plan and Trust reported $8M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,311 in Retail Trade (8,414 peers)

North Pacific Holdings Co. multi-year trail

North Pacific Holdings Co.'s plans moved +94.4% in assets from 2022 to 2024; this filing shows North Pacific Holdings Employee Stock Ownership Plan and Trust at $8M / 32 participants.

#5,311
in Retail Trade (8,414 peers)
+71.5%
assets growth YoY

North Pacific Holdings Employee Stock Ownership Plan and Trust's mid-pack asset rank among Retail Trade and all filers

North Pacific Holdings Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$7,661,909 Top 47% higher than 53% 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

North Pacific Holdings Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Pacific Holdings Employee Stock Ownership Plan and Trust is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North Pacific Holdings Employee Stock Ownership Plan and Trust reported net income rose from $646K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • North Pacific Holdings Employee Stock Ownership Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • North Pacific Holdings Employee Stock Ownership Plan and Trust reported participants fell from 33 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 263326099 · North Pacific Holdings Co. PY 2023 · ESOP

North Pacific Holdings Employee Stock Ownership Plan and Trust · $8M · 32 · 53rd

  • TYPE $8M
  • NET 32
  • BOOK 53rd
  • VS-ST ESOP
  • BOY near Tai Services, Inc. Employee Stock Ownership Plan
  • SCH ind #5311

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 Washington →

North Pacific Holdings Employee Stock Ownership Plan and Trust in the asset neighbourhood

North Pacific Holdings Employee Stock Ownership Plan and TrustNorth Pacific Holdings Emplo…$8MTai Services, Inc. Employee Stock Ownership PlanTai Services, Inc. Employee …$8MCoyle Mechanical Supply, Inc. Employee Stock Ownership PlanCoyle Mechanical Supply, Inc…$8MJ.M. Grimstad, Inc. Employee Stock Ownership PlanJ.M. Grimstad, Inc. Employee…$8MTesting Service Corporation Employees' Stock Ownership PlanTesting Service Corporation …$8M
End-of-year total assets ($M) among North Pacific Holdings Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

North Pacific Holdings Co. multi-year asset trail

Sponsor-wide plan assets over time

All North Pacific Holdings Co. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 94.4134207017243% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.47M $8.69M ▲ +94.4%
Year Plans Participants Total Assets
2022 1 33 $4M
2023 1 32 $8M
2024 1 41 $9M

North Pacific Holdings Co. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN263326099
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Washington

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

North Pacific Holdings Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -101234 Total assets ($B) Participants North Pacific Holdings Employee Stock Ownership Plan and Trust, Total assets ($B): 0.007661909 · Participants: 32North Pacific Holdings Employee Stock Ownership Plan and TrustSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.966454558 · Participants: 3694Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.2780946 · Participants: 1123Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.183263152 · Participants: 310Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.140162337 · Participants: 570Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.114343989 · Participants: 183The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
North Pacific Holdings Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants
Compare North Pacific Holdings Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

North Pacific Holdings Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Tai Services, Inc. Employee Stock Ownership Plan in GA ($8M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 North Pacific Holdings Employee Stock Ownership Plan and Trust assets move in 2023? ▼
North Pacific Holdings Employee Stock Ownership Plan and Trust surged - up 71.5% during 2023, from $4M to $8M. Reported net income was $3M.
How have North Pacific Holdings Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Pacific Holdings Co.'s sponsor-wide assets grew 94.4%, from $4M to $9M.
Which ESOP plans are similar in size to North Pacific Holdings Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Tai Services, Inc. Employee Stock Ownership Plan in GA ($8M, 35 participants).
Which ESOP plans cover a similar participant headcount to North Pacific Holdings Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Home Science Tools Employee Stock Ownership Plan in MT (32 participants, $100K 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 263326099.

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.