ESOP · DOL Form 5500 · 2023

Palmer and Sicard, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
75
Participants Small participant base
41st
Percentile by assets National rank
$55,244
Avg per participant Low balance/head
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Official DOL plan name: Employee Stock Ownership Plan of Palmer and Sicard, Inc. · Sponsored by Palmer and Sicard, Inc. · New Hampshire · Construction

$4M in assets, 75 participants

Palmer and Sicard, Inc.'s Employee Stock Ownership Plan of Palmer and Sicard, Inc. reported $4M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #3,494 in Construction (9,030 peers)

Palmer and Sicard, Inc. multi-year trail

Palmer and Sicard, Inc.'s plans moved +308.0% in assets from 2022 to 2024; this filing shows Employee Stock Ownership Plan of Palmer and Sicard, Inc. at $4M / 75 participants.

#3,494
in Construction (9,030 peers)
+16.4%
assets growth YoY

Employee Stock Ownership Plan of Palmer and Sicard, Inc.'s mid-pack asset rank among Construction and all filers

Employee Stock Ownership Plan of Palmer and Sicard, Inc. vs every filed plan by assets

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

$4,143,268 41st percentile higher than 41% 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

Employee Stock Ownership Plan of Palmer and Sicard, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Stock Ownership Plan of Palmer and Sicard, Inc. is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Stock Ownership Plan of Palmer and Sicard, Inc. reported net income rose from $200K in the plan year 2022 filing to $584K in the plan year 2023 filing.
  • Employee Stock Ownership Plan of Palmer and Sicard, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Employee Stock Ownership Plan of Palmer and Sicard, Inc. reported participants rose from 70 in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 020396330 · Palmer and Sicard, Inc. PY 2023 · ESOP

Employee Stock Ownership Plan of Palmer and Sicard, Inc. · $4M · 75 · 41st

  • BOY $4M
  • SCH 75
  • EBSA 41st
  • PART ESOP
  • TYPE near Allied Contractors, Inc. Employee Stock Ownership Plan
  • NET ind #3494

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 Hampshire →

Employee Stock Ownership Plan of Palmer and Sicard, Inc. in the asset neighbourhood

Allied Contractors, Inc. Employee Stock Ownership PlanAllied Contractors, Inc. Emp…$4MFarmrail System, Inc Employee Stock Ownership PlanFarmrail System, Inc Employe…$4MEmployee Stock Ownership Plan of Palmer and Sicard, Inc.Employee Stock Ownership Pla…$4MJohnson County Bank Employee Stock Ownership PlanJohnson County Bank Employee…$4MWoodex Bearing Company, Inc. Employee Stock Ownership PlanWoodex Bearing Company, Inc.…$4M
End-of-year total assets ($M) among Employee Stock Ownership Plan of Palmer and Sicard, Inc. and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Palmer and Sicard, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Palmer and Sicard, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 308.04100867216636% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $3.56M $14.5M ▲ +307.9%
Year Plans Participants Total Assets
2022 1 70 $4M
2023 1 75 $4M
2024 2 204 $15M

Palmer and Sicard, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$584K
Employer EIN020396330
Plan Effective Date2002-06-28
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Hampshire

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

Employee Stock Ownership Plan of Palmer and Sicard, Inc. vs. nearby ESOP plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -500050010001500 -0.500.511.5 Total assets ($B) Participants Employee Stock Ownership Plan of Palmer and Sicard, Inc., Total assets ($B): 0.004143268 · Participants: 75Employee Stock Ownership Plan of Palmer and Sicard, Inc.Hypertherm Associate Stock Ownership Plan, Total assets ($B): 1.041097337 · Participants: 1417Hypertherm Associate Stock Ownership PlanNew England Wire Technologies Corp. Employee Stock Ownership Plan, Total assets ($B): 0.074655129 · Participants: 471New England Wire Technologies Corp. Employee Stock Ownership Plan1a Auto, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.029058095 · Participants: 2711a Auto, Inc. Employee Stock Ownership PlanNew Hampshire Boring, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.026090701 · Participants: 55New Hampshire Boring, Inc. Employee Stock Ownership PlanAdmix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01353707 · Participants: 75Admix, Inc. Employee Stock Ownership Plan
Employee Stock Ownership Plan of Palmer and Sicard, Inc. vs. nearby ESOP plans in New Hampshire, assets vs. participants
Compare Employee Stock Ownership Plan of Palmer and Sicard, Inc. side-by-side with 3 peers →

Employee Stock Ownership Plan of Palmer and Sicard, Inc.'s out-of-state ESOP peers by assets and headcount

Outside New Hampshire, the nearest ESOP by assets is Allied Contractors, Inc. Employee Stock Ownership Plan in MD ($4M); by covered participants it is Mountz, Inc. Employee Stock Ownership Plan and Trust in CA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Employee Stock Ownership Plan of Palmer and Sicard, Inc. assets move in 2023? ▼
Employee Stock Ownership Plan of Palmer and Sicard, Inc. grew sharply - up 16.4% during 2023, from $4M to $4M. Reported net income was $584K.
How have Palmer and Sicard, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmer and Sicard, Inc.'s sponsor-wide assets grew 308.0%, from $4M to $15M.
Which ESOP plans are similar in size to Employee Stock Ownership Plan of Palmer and Sicard, Inc.? ▼
Among ESOP plans in other states, the closest by assets is Allied Contractors, Inc. Employee Stock Ownership Plan in MD ($4M, 58 participants).
Which ESOP plans cover a similar participant headcount to Employee Stock Ownership Plan of Palmer and Sicard, Inc.? ▼
Among ESOP plans in other states, the closest by covered participants is Mountz, Inc. Employee Stock Ownership Plan and Trust in CA (75 participants, $14M 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 020396330.

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.