ESOP · DOL Form 5500 · 2023
Robert E. Mason & Associates, Inc. ESOP
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 273
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $373,995
- Avg per participant High balance/head
Official DOL plan name: Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Robert E. Mason & Associates, Inc. · North Carolina · Wholesale Trade
$102M in assets, 273 participants
Robert E. Mason & Associates, Inc.'s Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan reported $102M in total assets and 273 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #5,869 in Wholesale Trade (6,309 peers)
Coverage in North Carolina
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan covers 273 participants in North Carolina, about 33% of the average North Carolina filer (state average ~819 per filing). Assets: $102M.
- #5,869
- in Wholesale Trade (6,309 peers)
- +31.4%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$102,100,516 Top 9% higher than 91% 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
Robert E. Mason & Associates, 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. Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (273 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $78M in the plan year 2022 filing to $102M in the plan year 2023 filing.
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 250 in the plan year 2022 filing to 273 in the plan year 2023 filing.
DOL schedule card
Filing strip 561782982 · Robert E. Mason & Associates, Inc. PY 2023 · ESOP
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan · $102M · 273 · 91st
- RANK $102M
- PHOTO 273
- IND 91st
- EOY ESOP
- 5500 near Equus Holdings, Inc. Employee Stock Ownership Plan
- ASSETS ind #5869
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 →
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $27M |
| Employer EIN | 561782982 |
| Plan Effective Date | 2016-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert E. Mason & Associates, Inc.)
Sponsor-wide plan assets over time
All Robert E. Mason & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $210M 60.60298405463668% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 552 | $131M |
| 2023 | 2 | 598 | $170M |
| 2024 | 2 | 630 | $210M |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $182M · 1,330
- Ecmd, Inc. Employee Stock Ownership Plan $132M · 922
- Precision Walls, Inc. Employee Stock Ownership Plan $111M · 1,028
- State Utility Contractors, Inc. Employee Stock Ownership Plan $86M · 144
- Mckim & Creed, Inc. Employee Stock Ownership Plan $84M · 867
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is Equus Holdings, Inc. Employee Stock Ownership Plan in MN ($102M); by covered participants it is The Yaffe Companies, Incorporated Employee Stock Ownership Plan in OK (273 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
Similar participant headcount
Nearest other-state filings by covered participants (273 participants); asset peers above are excluded.
- The Yaffe Companies, Incorporated Employee Stock Ownership Plan (OK) 273 · 0 off
- Aptura Employee Stock Ownership Plan (IN) 273 · 0 off
- Janus ESOP Holdings Inc. Profit Sharing Plan (VA) 272 · 1 off
- Sesco Employee Stock Ownership Plan (FL) 272 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.