ESOP · DOL Form 5500 · 2023

James M. Pleasants Company, Inc. ESOP

Data updated 2026-08-11

$76M
Total assets: 166
Participants: 89th
Percentile by assets: $455,785
Avg per participant

Official DOL plan name: James M. Pleasants Company, Inc. Employee Stock Ownership Plan · Sponsored by James M. Pleasants Company, Inc. · North Carolina · Wholesale Trade

$76M in assets, 166 participants

James M. Pleasants Company, Inc.'s James M. Pleasants Company, Inc. Employee Stock Ownership Plan reported $76M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

89th percentile by assets (of 127,072 plans)
#5,736 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

James M. Pleasants Company, Inc. Employee Stock Ownership Plan covers 166 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $76M.

$76M
total plan assets (2023 EOY): 166
covered participants: 89th
percentile by assets (of 127,072 plans): $455,785
avg assets per participant

Where James M. Pleasants Company, Inc. Employee Stock Ownership Plan sits by total assets

James M. Pleasants Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$75,660,243 Top 11% higher than 89% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

James M. Pleasants Company, Inc. Employee Stock Ownership Plan reported net income rose from -$867K in the plan year 2022 filing to $11M in the plan year 2023 filing.
James M. Pleasants Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $64M in the plan year 2022 filing to $76M in the plan year 2023 filing.
James M. Pleasants Company, Inc. Employee Stock Ownership Plan reported participants fell from 171 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

North Carolina

Industry

Wholesale Trade

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. James M. Pleasants Company, Inc. Employee Stock Ownership Plan reports 166 participants - about 20% of that state average ($76M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)	$64M
Net Assets (End of Year)	$76M
Net Income	$11M
Employer EIN	560797189
Plan Effective Date	1983-12-13
Filing Status	FILING RECEIVED

Sponsor Plan History (James M. Pleasants Company, Inc.)

Total plan assets by year, all James M. Pleasants Company, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	340	$75M
2023	2	313	$89M
2024	2	415	$105M

Nearby ESOP Plans in North Carolina

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

James M. Pleasants Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants

Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $182M · 1,330
Ecmd, Inc. Employee Stock Ownership Plan $132M · 922
Precision Walls, Inc. Employee Stock Ownership Plan $111M · 1,028
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $102M · 273
State Utility Contractors, Inc. Employee Stock Ownership Plan $86M · 144

Compare James M. Pleasants Company, Inc. Employe… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to James M. Pleasants Company, Inc. Employee Stock Ownership Plan by total assets, not by location.

Plastic Products Company, Inc Employee Stock Ownership Plan & Trust (MN) $76M · 978
State Bankshares Employee Stock Ownership Plan and Trust (ND) $76M · 1,617
Brown and Caldwell Employee Stock Ownership Plan (CO) $76M · 2,070
Fritz Industries, Inc. Employee Stock Ownership Plan (TX) $76M · 161

Frequently Asked Questions

How did James M. Pleasants Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

James M. Pleasants Company, Inc. Employee Stock Ownership Plan grew sharply - up 17.6% during 2023, from $64M to $76M. Reported net income was $11M.

How have James M. Pleasants Company, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), James M. Pleasants Company, Inc.'s sponsor-wide assets grew 39.6%, from $75M to $105M.

Where does James M. Pleasants Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

James M. Pleasants Company, Inc. Employee Stock Ownership Plan ranks in the 89th 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 James M. Pleasants Company, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Plastic Products Company, Inc Employee Stock Ownership Plan & Trust in MN ($76M, 978 participants).

Next read for James M. Pleasants Company, Inc. Employe…

Filing takeaways

Ways to act on James M. Pleasants Company, Inc. Employee Stock Ownership Plan's numbers.

By total assets, James M. Pleasants Company, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
James M. Pleasants Company, Inc.'s sponsor-wide assets have grown 39.6% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 560797189.