ESOP · DOL Form 5500 · 2023

Robert E. Mason & Associates, Inc. ESOP

Data updated 2026-08-11

$102M
Total assets: 273
Participants: 91st
Percentile by assets: $373,995
Avg per participant

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.

91st percentile by assets (of 127,072 plans)
#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.

$102M
total plan assets (2023 EOY): 273
covered participants: 91st
percentile by assets (of 127,072 plans): $373,995
avg assets per participant

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.

See the national 2022→2023 release diff →

State

North Carolina

Industry

Wholesale Trade

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan reports 273 participants - about 33% of that state average ($102M EOY assets).

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.)

Total plan assets by year, all Robert E. Mason & Associates, Inc. plans on file

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.

Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants

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

Compare Robert E. Mason & Associates, Inc. Emplo… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

Equus Holdings, Inc. Employee Stock Ownership Plan (MN) $102M · 154
Tri Holdco, Inc. Employee Stock Ownership Plan (CA) $102M · 335
B & I Contractors, Inc. Employee Stock Ownership Plan (FL) $102M · 1,046
Dealers Electrical Supply Co. Employee Stock Ownership Plan (TX) $103M · 491

Frequently Asked Questions

How did Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan surged - up 31.4% during 2023, from $78M to $102M. Reported net income was $27M.

How have Robert E. Mason & Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Robert E. Mason & Associates, Inc.'s sponsor-wide assets grew 60.6%, from $131M to $210M.

Where does Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Equus Holdings, Inc. Employee Stock Ownership Plan in MN ($102M, 154 participants).

Next read for Robert E. Mason & Associates, Inc. Emplo…

Filing takeaways

Ways to act on Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
Robert E. Mason & Associates, Inc.'s sponsor-wide assets have grown 60.6% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 561782982.