ESOP · DOL Form 5500 · 2023

Paq, Inc. ESOP

Data updated 2026-08-25

$67M
Total assets Below avg plan size
1,101
Participants Near avg headcount
88th
Percentile by assets National rank
$60,848
Avg per participant Low balance/head
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Official DOL plan name: Paq Employee Stock Ownership Plan · Sponsored by Paq, Inc. · California · Retail Trade

$67M in assets, 1,101 participants

Paq, Inc.'s Paq Employee Stock Ownership Plan reported $67M in total assets and 1,101 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,871 in Retail Trade (8,414 peers)

Where Paq Employee Stock Ownership Plan sits by assets

Paq Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $67M for 1,101 participants (~$60,848/participant), up 9.6% in 2023.

#7,871
in Retail Trade (8,414 peers)
+9.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Paq Employee Stock Ownership Plan's outsized position by total assets

Paq Employee Stock Ownership Plan vs every filed plan by assets

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

$66,993,328 Top 12% higher than 88% 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

Paq Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paq Employee Stock Ownership Plan lands in the large band (1,101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paq Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Paq Employee Stock Ownership Plan end-of-year assets rose from $61M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Paq Employee Stock Ownership Plan reported participants rose from 1,058 in the plan year 2022 filing to 1,101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680363934 · Paq, Inc. PY 2023 · ESOP

Paq Employee Stock Ownership Plan · $67M · 1,101 · 88th

  • IND $67M
  • IND 1,101
  • IND 88th
  • IND ESOP
  • IND near Fabarc Steel Supply, Inc. Employee Stock Ownership Plan
  • IND ind #7871

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 California →

Paq Employee Stock Ownership Plan in the asset neighbourhood

First American Bank Corporation Employee Stock Ownership PlanFirst American Bank Corporat…$68MPaq Employee Stock Ownership PlanPaq Employee Stock Ownership…$67MFabarc Steel Supply, Inc. Employee Stock Ownership PlanFabarc Steel Supply, Inc. Em…$67MSrf Consulting Group, Inc. Employee Stock Ownership PlanSrf Consulting Group, Inc. E…$66MConsolidated Bus Transit, Inc. ESOPConsolidated Bus Transit, In…$66M
End-of-year total assets ($M) among Paq Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$30M
Net Income$7M
Employer EIN680363934
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paq, Inc.)

Sponsor-wide plan assets over time

All Paq, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$168M 30.28007268848672% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $129M $168M ▲ +30.3%
Year Plans Participants Total Assets
2022 2 2,113 $129M
2023 2 2,222 $145M
2024 2 2,586 $168M

Nearby ESOP Plans in California

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

Paq Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Paq Employee Stock Ownership Plan, Total assets ($B): 0.066993328 · Participants: 1101Paq Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Paq Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Paq Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Fabarc Steel Supply, Inc. Employee Stock Ownership Plan in AL ($67M); by covered participants it is Amicus Capital Holdings, Inc Employee Stock Ownership Plan in OH (1,102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,101 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 Paq Employee Stock Ownership Plan assets move in 2023? ▼
Paq Employee Stock Ownership Plan grew at a solid clip - up 9.6% during 2023, from $61M to $67M. Reported net income was $7M.
How have Paq, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paq, Inc.'s sponsor-wide assets grew 30.3%, from $129M to $168M.
Where does Paq Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Paq Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Paq Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fabarc Steel Supply, Inc. Employee Stock Ownership Plan in AL ($67M, 214 participants).
Which ESOP plans cover a similar participant headcount to Paq Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Amicus Capital Holdings, Inc Employee Stock Ownership Plan in OH (1,102 participants, $26M 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 680363934.

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.