ESOP · DOL Form 5500 · 2024

Paschal Associates, Ltd ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
17
Participants Small participant base
76th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Paschal Associates Employee Stock Ownership Plan · Sponsored by Paschal Associates, Ltd · North Carolina · Construction

$28M in assets, 17 participants

Paschal Associates, Ltd's Paschal Associates Employee Stock Ownership Plan reported $28M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,790 in Construction (9,039 peers)

Where Paschal Associates Employee Stock Ownership Plan sits by assets

Paschal Associates Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $28M for 17 participants (~$1.7M/participant), up 33.7% in 2024.

#6,790
in Construction (9,039 peers)
+33.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Paschal Associates Employee Stock Ownership Plan's outsized position by total assets

Paschal Associates Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$28,472,416 Top 24% higher than 76% of 123,620 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 2024

Paschal Associates Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paschal Associates Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Paschal Associates Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Paschal Associates Employee Stock Ownership Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Paschal Associates Employee Stock Ownership Plan reported participants rose from 15 in the plan year 2023 filing to 17 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 461043669 · Paschal Associates, Ltd PY 2024 · ESOP

Paschal Associates Employee Stock Ownership Plan · $28M · 17 · 76th

  • PART $28M
  • PART 17
  • PART 76th
  • PART ESOP
  • PART near Harper International Corporation Employee Stock Ownership Plan
  • PART ind #6790

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 →

Paschal Associates Employee Stock Ownership Plan in the asset neighbourhood

Express Electric, Inc. Employee Stock Ownership PlanExpress Electric, Inc. Emplo…$29MMiller Castings, Inc. Employee Stock Ownership PlanMiller Castings, Inc. Employ…$29MBurlington Graphics Systems, Inc. Employee Stock Ownership PlanBurlington Graphics Systems,…$29MPaschal Associates Employee Stock Ownership PlanPaschal Associates Employee …$28MHarper International Corporation Employee Stock Ownership PlanHarper International Corpora…$28M
End-of-year total assets ($M) among Paschal Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$27M
Net Income$7M
Employer EIN461043669
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paschal Associates, Ltd)

Sponsor-wide plan assets over time

All Paschal Associates, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$28M 86.86031286569454% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.2M $28.5M ▲ +86.8%
Year Plans Participants Total Assets
2022 1 15 $15M
2023 1 15 $21M
2024 1 17 $28M

Nearby ESOP Plans in North Carolina

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

Paschal Associates Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -500050010001500 050100150200 Total assets ($M) Participants Paschal Associates Employee Stock Ownership Plan, Total assets ($M): 28.472416 · Participants: 17Paschal Associates Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Paschal Associates Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Paschal Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Paschal Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Harper International Corporation Employee Stock Ownership Plan in NY ($28M); by covered participants it is Gaskets, Inc. Employee Stock Ownership Plan in WI (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Paschal Associates Employee Stock Ownership Plan assets move in 2024? ▼
Paschal Associates Employee Stock Ownership Plan surged - up 33.7% during 2024, from $21M to $28M. Reported net income was $7M.
How have Paschal Associates, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paschal Associates, Ltd's sponsor-wide assets grew 86.9%, from $15M to $28M.
Where does Paschal Associates Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Paschal Associates Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Paschal Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Harper International Corporation Employee Stock Ownership Plan in NY ($28M, 63 participants).
Which ESOP plans cover a similar participant headcount to Paschal Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gaskets, Inc. Employee Stock Ownership Plan in WI (17 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461043669.

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.