ESOP · DOL Form 5500 · 2023

Cline Design Associates, P.a. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
132
Participants Small participant base
42nd
Percentile by assets National rank
$32,657
Avg per participant Low balance/head
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Official DOL plan name: Cline Design Employee Stock Ownership Plan · Sponsored by Cline Design Associates, P.a. · North Carolina · Professional & Technical Services

$4M in assets, 132 participants

Cline Design Associates, P.a.'s Cline Design Employee Stock Ownership Plan reported $4M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,940 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Cline Design Employee Stock Ownership Plan covers 132 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#7,940
in Professional & Technical Services (20,321 peers)
-14.1%
assets change YoY

The plan reported a net loss of $543K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cline Design Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Cline Design Employee Stock Ownership Plan vs every filed plan by assets

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

$4,310,736 42nd percentile higher than 42% 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

Cline Design 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. Cline Design Employee Stock Ownership Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cline Design Employee Stock Ownership Plan reported net income fell from $464K in the plan year 2022 filing to -$543K in the plan year 2023 filing.
  • Cline Design Employee Stock Ownership Plan reported participants rose from 96 in the plan year 2022 filing to 132 in the plan year 2023 filing.
  • Cline Design Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561664790 · Cline Design Associates, P.a. PY 2023 · ESOP

Cline Design Employee Stock Ownership Plan · $4M · 132 · 42nd

  • IND $4M
  • EOY 132
  • 5500 42nd
  • ASSETS ESOP
  • PCT near Coleman Bancshares, Inc. Employee Stock Ownership Plan
  • EIN ind #7940

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 →

Cline Design Employee Stock Ownership Plan in the asset neighbourhood

Fbc Chemical Corporation Employee Stock Ownership PlanFbc Chemical Corporation Emp…$4MCline Design Employee Stock Ownership PlanCline Design Employee Stock …$4MColeman Bancshares, Inc. Employee Stock Ownership PlanColeman Bancshares, Inc. Emp…$4MAsset Engineering Limited LLC Employee Stock Ownership PlanAsset Engineering Limited LL…$4MSuperior Carpet Installers, Inc. Employee Stock Ownership PlanSuperior Carpet Installers, …$4M
End-of-year total assets ($M) among Cline Design 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)$5M
Net Assets (End of Year)-$79K
Net Income-$543K
Employer EIN561664790
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cline Design Associates, P.a.)

Sponsor-wide plan assets over time

All Cline Design Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 22.056925179418187% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13M $15.9M ▲ +22.1%
Year Plans Participants Total Assets
2022 2 207 $13M
2023 2 258 $13M
2024 2 246 $16M

Nearby ESOP Plans in North Carolina

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

Cline Design Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150200 Total assets ($M) Participants Cline Design Employee Stock Ownership Plan, Total assets ($M): 4.310736 · Participants: 132Cline Design 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
Cline Design Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Cline Design Employee Stock Ownership Plan side-by-side with 3 peers →

Cline Design Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Coleman Bancshares, Inc. Employee Stock Ownership Plan in TX ($4M); by covered participants it is Financial Corporation of Louisiana ESOP Stock Ownership Plan in LA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Cline Design Employee Stock Ownership Plan assets move in 2023? ▼
Cline Design Employee Stock Ownership Plan pulled back noticeably - down 14.1% during 2023, from $5M to $4M. Reported net income was -$543K.
How have Cline Design Associates, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cline Design Associates, P.a.'s sponsor-wide assets grew 22.1%, from $13M to $16M.
Which ESOP plans are similar in size to Cline Design Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Coleman Bancshares, Inc. Employee Stock Ownership Plan in TX ($4M, 39 participants).
Which ESOP plans cover a similar participant headcount to Cline Design Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Financial Corporation of Louisiana ESOP Stock Ownership Plan in LA (132 participants, $30M 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 561664790.

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.