ESOP · DOL Form 5500 · 2022

Medlock & Associates Engineering, P.a. ESOP

Data updated 2026-08-25

$101K
Total assets Small plan by assets
12
Participants Small participant base
6th
Percentile by assets National rank
$8,417
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

$101K in assets, 12 participants

Medlock & Associates Engineering, P.a.'s Medlock Employee Stock Ownership Plan reported $101K in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.

  • #1,192 in Professional & Technical Services (21,562 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 $101K / 12 participants.

#1,192
in Professional & Technical Services (21,562 peers)
-35.0%
assets change YoY

The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2022 · DOL Form 5500

$101,000 6th percentile higher than 6% of 139,123 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 2022

Medlock Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Medlock Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 261264452 · Medlock & Associates Engineering, P.a. PY 2022 · ESOP

Medlock Employee Stock Ownership Plan · $101K · 12 · 6th

  • PART $101K
  • PART 12
  • PART 6th
  • PART ESOP
  • PART near The Chazen Companies Employee Stock Ownership Plan
  • PART ind #1192

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…$101KThe Chazen Companies Employee Stock Ownership PlanThe Chazen Companies Employe…$102KEnviremedial Services, Inc. Employee Stock Ownership Plan and TrustEnviremedial Services, Inc. …$100KP. Graham Dunn, Inc. Employee Stock Ownership PlanP. Graham Dunn, Inc. Employe…$100KPoly-Fiber, Inc. Employee Stock Ownership PlanPoly-Fiber, Inc. Employee St…$100K
End-of-year total assets ($M) among Medlock Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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 (2022)

Total Assets (Beginning of Year)$156K
Net Assets (End of Year)-$1M
Net Income-$16K
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. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Medlock Employee Stock Ownership Plan, Total assets ($B): 0.000101 · Participants: 12Medlock Employee Stock Ownership PlanOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, 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 The Chazen Companies Employee Stock Ownership Plan in NY ($102K); by covered participants it is Estructure Inc. Employee Stock Ownership Plan in CA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022? ▼
Medlock Employee Stock Ownership Plan contracted severely - down 35.0% during 2022, from $156K to $101K. Reported net income was -$16K.
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 6th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (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 The Chazen Companies Employee Stock Ownership Plan in NY ($102K, 125 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 Estructure Inc. Employee Stock Ownership Plan in CA (12 participants, $890K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.