ESOP · DOL Form 5500 · 2023
Paragon Coffee Trading Co, LP ESOP
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 13
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $2.5M
- Avg per participant High balance/head
Official DOL plan name: Paragon Trading, Inc ESOP · Sponsored by Paragon Coffee Trading Co, LP · New York · Wholesale Trade
$33M in assets, 13 participants
Paragon Coffee Trading Co, LP's Paragon Trading, Inc ESOP reported $33M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #5,052 in Wholesale Trade (6,309 peers)
Where Paragon Trading, Inc ESOP sits by assets
Paragon Trading, Inc ESOP sits in the top quartile of all filed plans by assets, $33M for 13 participants (~$2.5M/participant), up 3.4% in 2023.
- #5,052
- in Wholesale Trade (6,309 peers)
- +3.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
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.
Paragon Trading, Inc ESOP's outsized position by total assets
Paragon Trading, Inc ESOP vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,930,836 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Paragon Trading, Inc ESOP among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paragon Trading, Inc ESOP is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Paragon Trading, Inc ESOP reported net income fell from $106K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Paragon Trading, Inc ESOP end-of-year assets rose from $32M in the plan year 2022 filing to $33M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 462748548 · Paragon Coffee Trading Co, LP PY 2023 · ESOP
Paragon Trading, Inc ESOP · $33M · 13 · 80th
- 5500 $33M
- ASSETS 13
- PCT 80th
- EIN ESOP
- RANK near Club Fitness Employee Stock Ownership Plan
- PHOTO ind #5052
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 →
Paragon Trading, Inc ESOP in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| Employer EIN | 462748548 |
| Plan Effective Date | 2013-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Paragon Coffee Trading Co, LP)
Sponsor-wide plan assets over time
All Paragon Coffee Trading Co, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 8.543634340095442% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $32M |
| 2023 | 1 | 13 | $33M |
| 2024 | 1 | 13 | $29M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Paragon Trading, Inc ESOP's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Club Fitness Employee Stock Ownership Plan in MO ($33M); by covered participants it is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Club Fitness Employee Stock Ownership Plan (MO) $33M · 210
- Scientific Applications & Research Associates, Inc. Employee Stock (CA) $33M · 206
- Norman S. Wright Mechanical Equipment Corp Employee Stock Ownership Plan (CA) $33M · 252
- Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust (KS) $33M · 175
Similar participant headcount
Nearest other-state filings by covered participants (13 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.