ESOP · DOL Form 5500 · 2023

Medlock & Associates Engineering, P.a. ESOP

Data updated 2026-08-25

$117K
Total assets Small plan by assets
11
Participants Small participant base
7th
Percentile by assets National rank
$10,636
Avg per participant Low balance/head
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Official DOL plan name: Medlock Employee Stock Ownership Plan · Sponsored by Medlock & Associates Engineering, P.a. · North Carolina · Professional & Technical Services

$117K in assets, 11 participants

Medlock & Associates Engineering, P.a.'s Medlock Employee Stock Ownership Plan reported $117K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #1,229 in Professional & Technical Services (20,321 peers)

Medlock & Associates Engineering, P.a. multi-year trail

Medlock & Associates Engineering, P.a.'s plans moved +12.9% in assets from 2022 to 2024; this filing shows Medlock Employee Stock Ownership Plan at $117K / 11 participants.

#1,229
in Professional & Technical Services (20,321 peers)
+15.8%
assets growth YoY

Medlock Employee Stock Ownership Plan among the smaller filed plans by assets

Medlock Employee Stock Ownership Plan vs every filed plan by assets

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

$117,000 7th percentile higher than 7% 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

Medlock 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. Medlock Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Medlock Employee Stock Ownership Plan reported net income rose from -$16K in the plan year 2022 filing to $55K in the plan year 2023 filing.
  • Medlock Employee Stock Ownership Plan end-of-year assets rose from $101K in the plan year 2022 filing to $117K in the plan year 2023 filing.
  • Medlock Employee Stock Ownership Plan reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 261264452 · Medlock & Associates Engineering, P.a. PY 2023 · ESOP

Medlock Employee Stock Ownership Plan · $117K · 11 · 7th

  • PHOTO $117K
  • PHOTO 11
  • PHOTO 7th
  • PHOTO ESOP
  • PHOTO near Community Bankshares, Inc. Employee Stock Ownership and Trust
  • PHOTO ind #1229

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 →

Medlock Employee Stock Ownership Plan in the asset neighbourhood

Medlock Employee Stock Ownership PlanMedlock Employee Stock Owner…$117KCommunity Bankshares, Inc. Employee Stock Ownership and TrustCommunity Bankshares, Inc. E…$116KAdvanced Health Services, Inc. Employee Stock Ownership PlanAdvanced Health Services, In…$118KReliv International Inc. Employee Stock Ownership Plan and TrustReliv International Inc. Emp…$116KSmooth Fusion, Inc. Employee Stock Ownership PlanSmooth Fusion, Inc. Employee…$116K
End-of-year total assets ($M) among Medlock Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Medlock & Associates Engineering, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Medlock & Associates Engineering, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$114K 12.871287128712872% vs 2022
2024 filing year
$0.09M$0.1M$0.11M$0.12M$0.13M 202220232024 $0.1M $0.11M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 12 $101K
2023 1 11 $117K
2024 1 11 $114K

Medlock & Associates Engineering, P.a. filing trail (2023)

Total Assets (Beginning of Year)$101K
Net Assets (End of Year)-$1M
Net Income$55K
Employer EIN261264452
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.

Medlock Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Medlock Employee Stock Ownership Plan, Total assets ($M): 0.117 · Participants: 11Medlock 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
Medlock Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Medlock Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Community Bankshares, Inc. Employee Stock Ownership and Trust in GA ($116K); by covered participants it is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Medlock Employee Stock Ownership Plan assets move in 2023? ▼
Medlock Employee Stock Ownership Plan grew sharply - up 15.8% during 2023, from $101K to $117K. Reported net income was $55K.
How have Medlock & Associates Engineering, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medlock & Associates Engineering, P.a.'s sponsor-wide assets grew 12.9%, from $101K to $114K.
Where does Medlock Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Medlock Employee Stock Ownership Plan ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Medlock Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Community Bankshares, Inc. Employee Stock Ownership and Trust in GA ($116K, 476 participants).
Which ESOP plans cover a similar participant headcount to Medlock Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants, $4M 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 261264452.

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.