ESOP · DOL Form 5500 · 2024
James a. Scott & Son, Inc. ESOP
Data updated 2026-08-25
- $228M
- Total assets Near avg plan size
- 391
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $584,220
- Avg per participant High balance/head
Official DOL plan name: James a. Scott & Son, Incorporated Employee Stock Ownership Plan · Sponsored by James a. Scott & Son, Inc. · Virginia · Finance & Insurance
$228M in assets, 391 participants
James a. Scott & Son, Inc.'s James a. Scott & Son, Incorporated Employee Stock Ownership Plan reported $228M in total assets and 391 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #7,833 in Finance & Insurance (8,549 peers)
Coverage in Virginia
James a. Scott & Son, Incorporated Employee Stock Ownership Plan covers 391 participants in Virginia, about 50% of the average Virginia filer (state average ~782 per filing). Assets: $228M.
- #7,833
- in Finance & Insurance (8,549 peers)
- +12.2%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
James a. Scott & Son, Incorporated Employee Stock Ownership Plan's outsized position by total assets
James a. Scott & Son, Incorporated Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$228,430,206 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
James a. Scott & Son, Incorporated Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James a. Scott & Son, Incorporated Employee Stock Ownership Plan sits mid-pack in the medium band (391 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- James a. Scott & Son, Incorporated Employee Stock Ownership Plan reported net income rose from $20M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- James a. Scott & Son, Incorporated Employee Stock Ownership Plan end-of-year assets rose from $204M in the plan year 2023 filing to $228M in the plan year 2024 filing.
- James a. Scott & Son, Incorporated Employee Stock Ownership Plan reported participants rose from 376 in the plan year 2023 filing to 391 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 540372970 · James a. Scott & Son, Inc. PY 2024 · ESOP
James a. Scott & Son, Incorporated Employee Stock Ownership Plan · $228M · 391 · 95th
- EIN $228M
- RANK 391
- PHOTO 95th
- IND ESOP
- EOY near H.C. Wainwright & Co. Employee Stock Ownership Plan
- 5500 ind #7833
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 Virginia →
James a. Scott & Son, Incorporated Employee Stock Ownership Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $204M |
|---|---|
| Net Assets (End of Year) | $228M |
| Net Income | $25M |
| Employer EIN | 540372970 |
| Plan Effective Date | 1961-12-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (James a. Scott & Son, Inc.)
Sponsor-wide plan assets over time
All James a. Scott & Son, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $253M 26.799745449690953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 698 | $199M |
| 2023 | 2 | 742 | $222M |
| 2024 | 2 | 786 | $253M |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $1.3B · 6,515
- Delta Star Employee Stock Ownership Plan $447M · 222
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $407M · 1,962
- The Resorts Companies, Inc. Employee Stock Ownership Plan $386M · 1,811
- New River Electrical Corporation Employee Stock Ownership Plan $380M · 458
James a. Scott & Son, Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is H.C. Wainwright & Co. Employee Stock Ownership Plan in NY ($228M); by covered participants it is The Fort Miller Group, Inc. Employee Stock Ownership Plan in NY (391 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($228M here).
Similar participant headcount
Nearest other-state filings by covered participants (391 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.