ESOP · DOL Form 5500 · 2023

Charter Roofing Company ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
18
Participants Small participant base
50th
Percentile by assets National rank
$368,401
Avg per participant High balance/head
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Official DOL plan name: Charter Roofing Co., Inc. Employee Stock Ownership Plan · Sponsored by Charter Roofing Company · Texas · Construction

$7M in assets, 18 participants

Charter Roofing Company's Charter Roofing Co., Inc. Employee Stock Ownership Plan reported $7M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,360 in Construction (9,030 peers)

Charter Roofing Company multi-year trail

Charter Roofing Company's plans moved -27.7% in assets from 2022 to 2024; this filing shows Charter Roofing Co., Inc. Employee Stock Ownership Plan at $7M / 18 participants.

#4,360
in Construction (9,030 peers)
-16.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charter Roofing Co., Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Charter Roofing Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,631,217 Top 50% higher than 50% 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

Charter Roofing Co., 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. Charter Roofing Co., Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charter Roofing Co., Inc. Employee Stock Ownership Plan reported net income fell from $19K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Charter Roofing Co., Inc. Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Charter Roofing Co., Inc. Employee Stock Ownership Plan reported participants fell from 19 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742123832 · Charter Roofing Company PY 2023 · ESOP

Charter Roofing Co., Inc. Employee Stock Ownership Plan · $7M · 18 · 50th

  • IND $7M
  • EOY 18
  • 5500 50th
  • ASSETS ESOP
  • PCT near Cedar River Contracting, Inc. Employee Stock Ownership Plan
  • EIN ind #4360

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 Texas →

Charter Roofing Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Charter Roofing Co., Inc. Employee Stock Ownership PlanCharter Roofing Co., Inc. Em…$7MCedar River Contracting, Inc. Employee Stock Ownership PlanCedar River Contracting, Inc…$7MSynterra Employee Stock Ownership PlanSynterra Employee Stock Owne…$7MCambron Engineering, Inc. Employee Stock Ownership PlanCambron Engineering, Inc. Em…$7MInternational Hydraulics, Inc. Employee Stock Ownership PlanInternational Hydraulics, In…$7M
End-of-year total assets ($M) among Charter Roofing Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Charter Roofing Company multi-year asset trail

Sponsor-wide plan assets over time

All Charter Roofing Company plans reported in each filing year

Latest sponsor-wide plan assets
$6M 27.68137891751034% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $7.98M $5.77M ▼ -27.7%
Year Plans Participants Total Assets
2022 1 19 $8M
2023 1 18 $7M
2024 1 18 $6M

Charter Roofing Company filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN742123832
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Charter Roofing Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Charter Roofing Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.006631217 · Participants: 18Charter Roofing Co., Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Charter Roofing Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Charter Roofing Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Charter Roofing Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Cedar River Contracting, Inc. Employee Stock Ownership Plan in IA ($7M); by covered participants it is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Charter Roofing Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Charter Roofing Co., Inc. Employee Stock Ownership Plan declined sharply - down 16.9% during 2023, from $8M to $7M. Reported net income was -$1M.
How have Charter Roofing Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charter Roofing Company's sponsor-wide assets declined 27.7%, from $8M to $6M.
Which ESOP plans are similar in size to Charter Roofing Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cedar River Contracting, Inc. Employee Stock Ownership Plan in IA ($7M, 99 participants).
Which ESOP plans cover a similar participant headcount to Charter Roofing Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants, $1M 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 742123832.

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.