ESOP · DOL Form 5500 · 2023

James M. Pleasants Company, Inc. ESOP

Data updated 2026-08-25

$76M
Total assets Below avg plan size
166
Participants Small participant base
89th
Percentile by assets National rank
$455,785
Avg per participant High balance/head
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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.

  • #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.

#5,736
in Wholesale Trade (6,309 peers)
+17.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

James M. Pleasants Company, Inc. Employee Stock Ownership Plan's outsized position 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

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

James M. Pleasants Company, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James M. Pleasants Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Plan-year Form 5500 strip

Filing strip 560797189 · James M. Pleasants Company, Inc. PY 2023 · ESOP

James M. Pleasants Company, Inc. Employee Stock Ownership Plan · $76M · 166 · 89th

  • SCH $76M
  • SCH 166
  • SCH 89th
  • SCH ESOP
  • SCH near Plastic Products Company, Inc Employee Stock Ownership Plan & Trust
  • SCH ind #5736

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 →

James M. Pleasants Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Brown and Caldwell Employee Stock Ownership PlanBrown and Caldwell Employee …$76MState Bankshares Employee Stock Ownership Plan and TrustState Bankshares Employee St…$76MJames M. Pleasants Company, Inc. Employee Stock Ownership PlanJames M. Pleasants Company, …$76MPlastic Products Company, Inc Employee Stock Ownership Plan & TrustPlastic Products Company, In…$76MFritz Industries, Inc. Employee Stock Ownership PlanFritz Industries, Inc. Emplo…$76M
End-of-year total assets ($M) among James M. Pleasants Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$76M
Net Income$11M
Employer EIN560797189
Plan Effective Date1983-12-13
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All James M. Pleasants Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 39.585633960868215% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.4M $105M ▲ +39.6%
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 Scatter plot of 6 data points. 050010001500 50100150200 Total assets ($M) Participants James M. Pleasants Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 75.660243 · Participants: 166James M. Pleasants Company, Inc. 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
James M. Pleasants Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare James M. Pleasants Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

James M. Pleasants Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Plastic Products Company, Inc Employee Stock Ownership Plan & Trust in MN ($76M); by covered participants it is A-Z Bus Sales, Inc. Employee Stock Ownership Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 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).
Which ESOP plans cover a similar participant headcount to James M. Pleasants Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is A-Z Bus Sales, Inc. Employee Stock Ownership Plan in CA (166 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 560797189.

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.