ESOP · DOL Form 5500 · 2023

Paddy O' Furniture, Inc. ESOP

Data updated 2026-08-25

$155K
Total assets Small plan by assets
60
Participants Small participant base
9th
Percentile by assets National rank
$2,583
Avg per participant Low balance/head
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Official DOL plan name: Paddy O' Furniture, Inc. Employee Stock Ownership Plan · Sponsored by Paddy O' Furniture, Inc. · Arizona · Retail Trade

$155K in assets, 60 participants

Paddy O' Furniture, Inc.'s Paddy O' Furniture, Inc. Employee Stock Ownership Plan reported $155K in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,192 in Retail Trade (8,414 peers)

Paddy O' Furniture, Inc. multi-year trail

Paddy O' Furniture, Inc.'s plans moved +398.2% in assets from 2023 to 2024; this filing shows Paddy O' Furniture, Inc. Employee Stock Ownership Plan at $155K / 60 participants.

#1,192
in Retail Trade (8,414 peers)
-85.9%
assets change YoY

The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Paddy O' Furniture, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Paddy O' Furniture, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$155,000 9th percentile higher than 9% 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

Paddy O' Furniture, Inc. 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. Paddy O' Furniture, Inc. Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 860684869 · Paddy O' Furniture, Inc. PY 2023 · ESOP

Paddy O' Furniture, Inc. Employee Stock Ownership Plan · $155K · 60 · 9th

  • PHOTO $155K
  • IND 60
  • EOY 9th
  • 5500 ESOP
  • ASSETS near Mundie & Company Employee Stock Ownership Plan and Trust
  • PCT ind #1192

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 Arizona →

Paddy O' Furniture, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Paddy O' Furniture, Inc. Employee Stock Ownership PlanPaddy O' Furniture, Inc. Emp…$155KMundie & Company Employee Stock Ownership Plan and TrustMundie & Company Employee St…$157KFirst Independence Corporation Stock Ownership PlanFirst Independence Corporati…$157KSwitchback Brewing Company Employee Stock Ownership PlanSwitchback Brewing Company E…$152KUma Enterprises Employee Stock Ownership PlanUma Enterprises Employee Sto…$152K
End-of-year total assets ($M) among Paddy O' Furniture, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Paddy O' Furniture, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Paddy O' Furniture, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$772K 398.2477419354839% vs 2023
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M$1M 20232024 $0.16M $0.77M ▲ +381.3%
Year Plans Participants Total Assets
2023 1 60 $155K
2024 1 60 $772K

Paddy O' Furniture, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$47M
Net Income-$48M
Employer EIN860684869
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Paddy O' Furniture, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Paddy O' Furniture, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000155 · Participants: 60Paddy O' Furniture, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Paddy O' Furniture, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Paddy O' Furniture, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Paddy O' Furniture, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Mundie & Company Employee Stock Ownership Plan and Trust in IL ($157K); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Paddy O' Furniture, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Paddy O' Furniture, Inc. Employee Stock Ownership Plan contracted severely - down 85.9% during 2023, from $1M to $155K. Reported net income was -$48M.
How have Paddy O' Furniture, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Paddy O' Furniture, Inc.'s sponsor-wide assets grew 398.2%, from $155K to $772K.
Where does Paddy O' Furniture, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Paddy O' Furniture, Inc. Employee Stock Ownership Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Paddy O' Furniture, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mundie & Company Employee Stock Ownership Plan and Trust in IL ($157K, 1 participant).
Which ESOP plans cover a similar participant headcount to Paddy O' Furniture, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (60 participants, $5M 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 860684869.

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.