ESOP · DOL Form 5500 · 2023
New American Embroidery, Inc. ESOP
Data updated 2026-08-25
- $320K
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $8,000
- Avg per participant Low balance/head
Official DOL plan name: New American Embroidery, Inc. Employee Stock Ownership Plan · Sponsored by New American Embroidery, Inc. · South Carolina · Manufacturing
$320K in assets, 40 participants
New American Embroidery, Inc.'s New American Embroidery, Inc. Employee Stock Ownership Plan reported $320K in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.
- #1,049 in Manufacturing (18,722 peers)
New American Embroidery, Inc. multi-year trail
New American Embroidery, Inc.'s plans moved -17.6% in assets from 2022 to 2024; this filing shows New American Embroidery, Inc. Employee Stock Ownership Plan at $320K / 40 participants.
- #1,049
- in Manufacturing (18,722 peers)
- -13.5%
- assets change YoY
New American Embroidery, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
New American Embroidery, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$320,000 14th percentile higher than 14% 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
New American Embroidery, Inc. 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. New American Embroidery, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New American Embroidery, Inc. Employee Stock Ownership Plan reported net income rose from $83K in the plan year 2022 filing to $150K in the plan year 2023 filing.
- New American Embroidery, Inc. Employee Stock Ownership Plan reported participants rose from 33 in the plan year 2022 filing to 40 in the plan year 2023 filing.
- New American Embroidery, Inc. Employee Stock Ownership Plan end-of-year assets fell from $370K in the plan year 2022 filing to $320K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 823930411 · New American Embroidery, Inc. PY 2023 · ESOP
New American Embroidery, Inc. Employee Stock Ownership Plan · $320K · 40 · 14th
- ASSETS $320K
- PCT 40
- EIN 14th
- RANK ESOP
- PHOTO near Pacific Window Systems, Inc. Employee Stock Ownership Plan
- IND ind #1049
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 South Carolina →
New American Embroidery, Inc. Employee Stock Ownership Plan in the asset neighbourhood
New American Embroidery, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All New American Embroidery, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $305K 17.56756756756757% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $370K |
| 2023 | 1 | 40 | $320K |
| 2024 | 1 | 41 | $305K |
New American Embroidery, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $370K |
|---|---|
| Net Assets (End of Year) | -$3M |
| Net Income | $150K |
| Employer EIN | 823930411 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in South Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bonitz, Inc. Employee Stock Ownership Plan $62M · 342
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan $23M · 50
- Synergi Employee Stock Ownership Plan $21M · 263
- Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan $14M · 25
- Life Cycle Engineering, Inc. Employee Stock Ownership Plan $14M · 367
New American Embroidery, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside South Carolina, the nearest ESOP by assets is Pacific Window Systems, Inc. Employee Stock Ownership Plan in WA ($320K); by covered participants it is Churchville Fire Equipment Corp. Employee Stock Ownership Plan in NY (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($320K here).
- Pacific Window Systems, Inc. Employee Stock Ownership Plan (WA) $320K · 28
- Sewell Motor Express Employee Stock Ownership Plan (OH) $318K · 112
- R&k Industrial Products, Inc. Employee Stock Ownership Plan (CA) $323K · 11
- Employee Stock Ownership Plan of People's United Financial, Inc. (NY) $323K · 3,287
Similar participant headcount
Nearest other-state filings by covered participants (40 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.