ESOP · DOL Form 5500 · 2023

Paladin Capital Inc ESOP

Data updated 2026-08-25

$57M
Total assets Below avg plan size
3,846
Participants Above avg headcount
87th
Percentile by assets National rank
$14,813
Avg per participant Low balance/head
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Official DOL plan name: Paladin Capital, Inc. ESOP · Sponsored by Paladin Capital Inc · Tennessee · Transportation & Warehousing

$57M in assets, 3,846 participants

Paladin Capital Inc's Paladin Capital, Inc. ESOP reported $57M in total assets and 3,846 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,850 in Transportation & Warehousing (3,362 peers)

Coverage in Tennessee

Paladin Capital, Inc. ESOP covers 3,846 participants in Tennessee, 3.4x the typical Tennessee plan (state average ~1,126 per filing). Assets: $57M.

#2,850
in Transportation & Warehousing (3,362 peers)
-42.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $44M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Paladin Capital, Inc. ESOP's outsized position by total assets

Paladin Capital, Inc. ESOP vs every filed plan by assets

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

$56,969,508 Top 13% higher than 87% 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

Paladin Capital, Inc. ESOP'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. Paladin Capital, Inc. ESOP lands in the large band (3,846 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paladin Capital, Inc. ESOP end-of-year assets fell from $99M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Paladin Capital, Inc. ESOP reported net income rose from -$49M in the plan year 2022 filing to -$44M in the plan year 2023 filing.
  • Paladin Capital, Inc. ESOP reported participants rose from 3,771 in the plan year 2022 filing to 3,846 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 621584643 · Paladin Capital Inc PY 2023 · ESOP

Paladin Capital, Inc. ESOP · $57M · 3,846 · 87th

  • BOY $57M
  • BOY 3,846
  • BOY 87th
  • BOY ESOP
  • BOY near Oliver's Market Employee Stock Ownership Plan
  • BOY ind #2850

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 Tennessee →

Paladin Capital, Inc. ESOP in the asset neighbourhood

Mjw Consolidated, Inc. Employee Stock Ownership PlanMjw Consolidated, Inc. Emplo…$57MOliver's Market Employee Stock Ownership PlanOliver's Market Employee Sto…$57MPaladin Capital, Inc. ESOP$57MUnited Bank Corporation Employee Stock Ownership PlanUnited Bank Corporation Empl…$57MOxygen Service Co., Inc. Employee Stock Ownership PlanOxygen Service Co., Inc. Emp…$57M
End-of-year total assets ($M) among Paladin Capital, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$36M
Net Income-$44M
Employer EIN621584643
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paladin Capital Inc)

Sponsor-wide plan assets over time

All Paladin Capital Inc plans reported in each filing year

Latest sponsor-wide plan assets
$23M 77.0005388140536% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $99M $22.8M ▼ -77.0%
Year Plans Participants Total Assets
2022 1 3,771 $99M
2023 1 3,846 $57M
2024 1 2,942 $23M

Nearby ESOP Plans in Tennessee

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

Paladin Capital, Inc. ESOP vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500 Total assets ($M) Participants Paladin Capital, Inc. ESOP, Total assets ($M): 56.969508 · Participants: 3846Paladin Capital, Inc. ESOPBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Paladin Capital, Inc. ESOP vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Paladin Capital, Inc. ESOP side-by-side with 3 peers →

Paladin Capital, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Oliver's Market Employee Stock Ownership Plan in CA ($57M); by covered participants it is Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees in MD (3,867 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,846 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 Paladin Capital, Inc. ESOP assets move in 2023? ▼
Paladin Capital, Inc. ESOP contracted severely - down 42.5% during 2023, from $99M to $57M. Reported net income was -$44M.
How have Paladin Capital Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paladin Capital Inc's sponsor-wide assets declined 77.0%, from $99M to $23M.
Where does Paladin Capital, Inc. ESOP rank by assets among Form 5500 filers? ▼
Paladin Capital, Inc. ESOP ranks in the 87th 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 Paladin Capital, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Oliver's Market Employee Stock Ownership Plan in CA ($57M, 707 participants).
Which ESOP plans cover a similar participant headcount to Paladin Capital, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Lockheed Martin Corporation Capital Accumulation Plan for Hourly Ees in MD (3,867 participants, $39M 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 621584643.

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.