ESOP · DOL Form 5500 · 2023

J Davis Architects, PC ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
99
Participants Small participant base
39th
Percentile by assets National rank
$37,981
Avg per participant Low balance/head
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Official DOL plan name: J Davis Architects, PC Employee Stock Ownership Plan · Sponsored by J Davis Architects, PC · North Carolina · Professional & Technical Services

$4M in assets, 99 participants

J Davis Architects, PC's J Davis Architects, PC Employee Stock Ownership Plan reported $4M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,405 in Professional & Technical Services (20,321 peers)

J Davis Architects, PC multi-year trail

J Davis Architects, PC's plans moved +199.9% in assets from 2022 to 2024; this filing shows J Davis Architects, PC Employee Stock Ownership Plan at $4M / 99 participants.

#7,405
in Professional & Technical Services (20,321 peers)
-13.3%
assets change YoY

The plan reported a net loss of $714K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J Davis Architects, PC Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

J Davis Architects, PC Employee Stock Ownership Plan vs every filed plan by assets

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

$3,760,160 39th percentile higher than 39% 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

J Davis Architects, PC Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J Davis Architects, PC Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J Davis Architects, PC Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to -$714K in the plan year 2023 filing.
  • J Davis Architects, PC Employee Stock Ownership Plan reported participants rose from 74 in the plan year 2022 filing to 99 in the plan year 2023 filing.
  • J Davis Architects, PC Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 562230849 · J Davis Architects, PC PY 2023 · ESOP

J Davis Architects, PC Employee Stock Ownership Plan · $4M · 99 · 39th

  • NET $4M
  • BOOK 99
  • VS-ST 39th
  • BOY ESOP
  • SCH near W. Bradley Electric Employee Stock Ownership Plan
  • EBSA ind #7405

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 →

J Davis Architects, PC Employee Stock Ownership Plan in the asset neighbourhood

Ohio Screw Products Employee Stock Ownership PlanOhio Screw Products Employee…$4MJ Davis Architects, PC Employee Stock Ownership PlanJ Davis Architects, PC Emplo…$4MW. Bradley Electric Employee Stock Ownership PlanW. Bradley Electric Employee…$4MIpmg Legacy, Inc. (F/K/a R.H. Wine & Co., Inc.) Employee Stock Ownership PlanIpmg Legacy, Inc. (F/K/a R.H…$4MBarry Isett & Associates Inc Employee Stock Ownership PlanBarry Isett & Associates Inc…$4M
End-of-year total assets ($M) among J Davis Architects, PC Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

J Davis Architects, PC multi-year asset trail

Sponsor-wide plan assets over time

All J Davis Architects, PC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 199.94135884285137% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $4.34M $13M ▲ +199.8%
Year Plans Participants Total Assets
2022 1 74 $4M
2023 2 212 $14M
2024 2 168 $13M

J Davis Architects, PC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$4M
Net Income-$714K
Employer EIN562230849
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

J Davis Architects, PC Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150200 Total assets ($M) Participants J Davis Architects, PC Employee Stock Ownership Plan, Total assets ($M): 3.76016 · Participants: 99J Davis Architects, PC 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
J Davis Architects, PC Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare J Davis Architects, PC Employee Stock Ownership Plan side-by-side with 3 peers →

J Davis Architects, PC Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is W. Bradley Electric Employee Stock Ownership Plan in CA ($4M); by covered participants it is First National Bank of Bemidji Employee Stock Ownership Plan and Trust in MN (99 participants). Same-state nearby plans are listed separately above.

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 J Davis Architects, PC Employee Stock Ownership Plan assets move in 2023? ▼
J Davis Architects, PC Employee Stock Ownership Plan pulled back noticeably - down 13.3% during 2023, from $4M to $4M. Reported net income was -$714K.
How have J Davis Architects, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J Davis Architects, PC's sponsor-wide assets grew 199.9%, from $4M to $13M.
Which ESOP plans are similar in size to J Davis Architects, PC Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is W. Bradley Electric Employee Stock Ownership Plan in CA ($4M, 89 participants).
Which ESOP plans cover a similar participant headcount to J Davis Architects, PC Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First National Bank of Bemidji Employee Stock Ownership Plan and Trust in MN (99 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 562230849.

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.