ESOP · DOL Form 5500 · 2024

James a. Scott & Son, Inc. ESOP

Data updated 2026-07-24

$228M
Total assets: 391
Participants: 95th
Percentile by assets: $584,220
Avg per participant

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.

95th percentile by assets (of 116,472 plans)

Where James a. Scott & Son, Incorporated Employee Stock Ownership Plan sits by assets

James a. Scott & Son, Incorporated Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $228M for 391 participants (~$584,220/participant), up 12.2% in 2024.

$228M
total plan assets (2024 EOY): 391
covered participants: 95th
percentile by assets (of 116,472 plans): $584,220
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Virginia

Industry

Finance & Insurance

James a. Scott & Son, Incorporated Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, James a. Scott & Son, Incorporated Employee Stock Ownership Plan outranks 95% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

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.)

Total plan assets by year, all James a. Scott & Son, Inc. plans on file

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.

James a. Scott & Son, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants

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

Compare James a. Scott & Son, Incorporated Emplo… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to James a. Scott & Son, Incorporated Employee Stock Ownership Plan by total assets, not by location.

H.C. Wainwright & Co. Employee Stock Ownership Plan (NY) $228M · 97
Holiday Builders, Inc. Employee Stock Ownership Plan and Trust (FL) $229M · 176
Gridiron Employee Stock Ownership Plan (TX) $229M · 201
Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan (PA) $230M · 453

Frequently Asked Questions

How did James a. Scott & Son, Incorporated Employee Stock Ownership Plan assets move in 2024? ▼

James a. Scott & Son, Incorporated Employee Stock Ownership Plan grew at a solid clip - up 12.2% during 2024, from $204M to $228M. Reported net income was $25M.

How have James a. Scott & Son, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), James a. Scott & Son, Inc.'s sponsor-wide assets grew 26.8%, from $199M to $253M.

Where does James a. Scott & Son, Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

James a. Scott & Son, Incorporated Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to James a. Scott & Son, Incorporated Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is H.C. Wainwright & Co. Employee Stock Ownership Plan in NY ($228M, 97 participants).

Next read for James a. Scott & Son, Incorporated Emplo…

Scale reading

Ways to act on James a. Scott & Son, Incorporated Employee Stock Ownership Plan's numbers.

By total assets, James a. Scott & Son, Incorporated Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Virginia. Compare plans
James a. Scott & Son, Inc.'s sponsor-wide assets have grown 26.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 540372970.

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.