ESOP · DOL Form 5500 · 2024

Palmer and Sicard, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
91
Participants Small participant base
40th
Percentile by assets National rank
$48,048
Avg per participant Low balance/head
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Official DOL plan name: Employee Stock Ownership Plan of Palmer & Sicard, Inc. · Sponsored by Palmer and Sicard, Inc. · New Hampshire · Construction

$4M in assets, 91 participants

Palmer and Sicard, Inc.'s Employee Stock Ownership Plan of Palmer & Sicard, Inc. reported $4M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,467 in Construction (9,039 peers)

Palmer and Sicard, Inc. multi-year trail

Palmer and Sicard, Inc.'s plans moved +308.0% in assets from 2022 to 2024; this filing shows Employee Stock Ownership Plan of Palmer & Sicard, Inc. at $4M / 91 participants.

#3,467
in Construction (9,039 peers)
+5.5%
assets growth YoY

Employee Stock Ownership Plan of Palmer & Sicard, Inc.'s mid-pack asset rank among Construction and all filers

Employee Stock Ownership Plan of Palmer & Sicard, Inc. vs every filed plan by assets

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

$4,372,323 40th percentile higher than 40% 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

Employee Stock Ownership Plan of Palmer & Sicard, Inc. among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Stock Ownership Plan of Palmer & Sicard, Inc. is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employee Stock Ownership Plan of Palmer & Sicard, Inc. reported net income fell from $584K in the plan year 2023 filing to $229K in the plan year 2024 filing.
  • Employee Stock Ownership Plan of Palmer & Sicard, Inc. reported participants rose from 75 in the plan year 2023 filing to 91 in the plan year 2024 filing.
  • Employee Stock Ownership Plan of Palmer & Sicard, Inc. end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 020396330 · Palmer and Sicard, Inc. PY 2024 · ESOP

Employee Stock Ownership Plan of Palmer & Sicard, Inc. · $4M · 91 · 40th

  • RANK $4M
  • RANK 91
  • RANK 40th
  • RANK ESOP
  • RANK near Thompson Masonry Contractor, Inc. ESOP
  • RANK ind #3467

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 New Hampshire →

Employee Stock Ownership Plan of Palmer & Sicard, Inc. in the asset neighbourhood

Thompson Masonry Contractor, Inc. ESOPThompson Masonry Contractor,…$4MFlow Tech, Inc. Employee Stock Ownership PlanFlow Tech, Inc. Employee Sto…$4MEmployee Stock Ownership Plan of Palmer & Sicard, Inc.Employee Stock Ownership Pla…$4MRefrigeration-Heating, Inc. Employee Stock Ownership PlanRefrigeration-Heating, Inc. …$4MNmr Group Employee Stock Ownership PlanNmr Group Employee Stock Own…$4M
End-of-year total assets ($M) among Employee Stock Ownership Plan of Palmer & Sicard, Inc. and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Palmer and Sicard, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Palmer and Sicard, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 308.04100867216636% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $3.56M $14.5M ▲ +307.9%
Year Plans Participants Total Assets
2022 1 70 $4M
2023 1 75 $4M
2024 2 204 $15M

Palmer and Sicard, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$229K
Employer EIN020396330
Plan Effective Date2002-06-28
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Hampshire

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

Employee Stock Ownership Plan of Palmer & Sicard, Inc. vs. nearby ESOP plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -0.500.511.5 Total assets ($B) Participants Employee Stock Ownership Plan of Palmer & Sicard, Inc., Total assets ($B): 0.004372323 · Participants: 91Employee Stock Ownership Plan of Palmer & Sicard, Inc.Hypertherm Associate Stock Ownership Plan, Total assets ($B): 1.072122068 · Participants: 1481Hypertherm Associate Stock Ownership PlanNew England Wire Technologies Corp. Employee Stock Ownership Plan, Total assets ($B): 0.074470633 · Participants: 437New England Wire Technologies Corp. Employee Stock Ownership Plan1a Auto, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.035047112 · Participants: 2801a Auto, Inc. Employee Stock Ownership PlanGeokon Employee Stock Ownership Plan, Total assets ($B): 0.032015918 · Participants: 154Geokon Employee Stock Ownership PlanNew Hampshire Boring, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.028694098 · Participants: 58New Hampshire Boring, Inc. Employee Stock Ownership Plan
Employee Stock Ownership Plan of Palmer & Sicard, Inc. vs. nearby ESOP plans in New Hampshire, assets vs. participants
Compare Employee Stock Ownership Plan of Palmer & Sicard, Inc. side-by-side with 3 peers →

Employee Stock Ownership Plan of Palmer & Sicard, Inc.'s out-of-state ESOP peers by assets and headcount

Outside New Hampshire, the nearest ESOP by assets is Thompson Masonry Contractor, Inc. ESOP in VA ($4M); by covered participants it is Wilson Company Employee Stock Ownership Plan in TX (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Employee Stock Ownership Plan of Palmer & Sicard, Inc. assets move in 2024? ▼
Employee Stock Ownership Plan of Palmer & Sicard, Inc. grew at a solid clip - up 5.5% during 2024, from $4M to $4M. Reported net income was $229K.
How have Palmer and Sicard, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Palmer and Sicard, Inc.'s sponsor-wide assets grew 308.0%, from $4M to $15M.
Which ESOP plans are similar in size to Employee Stock Ownership Plan of Palmer & Sicard, Inc.? ▼
Among ESOP plans in other states, the closest by assets is Thompson Masonry Contractor, Inc. ESOP in VA ($4M, 34 participants).
Which ESOP plans cover a similar participant headcount to Employee Stock Ownership Plan of Palmer & Sicard, Inc.? ▼
Among ESOP plans in other states, the closest by covered participants is Wilson Company Employee Stock Ownership Plan in TX (91 participants, $6M 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 020396330.

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.