ESOP · DOL Form 5500 · 2024

Pegasus Funding, Inc. ESOP

Data updated 2026-08-25

$109K
Total assets Small plan by assets
22
Participants Small participant base
7th
Percentile by assets National rank
$4,941
Avg per participant Low balance/head
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Official DOL plan name: Pegasus Funding, Inc. Employee Stock Ownership Plan · Sponsored by Pegasus Funding, Inc. · Texas · Professional & Technical Services

$109K in assets, 22 participants

Pegasus Funding, Inc.'s Pegasus Funding, Inc. Employee Stock Ownership Plan reported $109K in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.

  • #1,159 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Pegasus Funding, Inc. Employee Stock Ownership Plan holds $109K for 22 participants - about $4,941 per participant, among the smaller plans by assets on file.

#1,159
in Professional & Technical Services (20,173 peers)
+0.0%
assets growth YoY

Pegasus Funding, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Pegasus Funding, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$108,711 7th percentile higher than 7% 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

Pegasus Funding, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pegasus Funding, Inc. Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pegasus Funding, Inc. Employee Stock Ownership Plan reported participants rose from 13 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 832896650 · Pegasus Funding, Inc. PY 2024 · ESOP

Pegasus Funding, Inc. Employee Stock Ownership Plan · $109K · 22 · 7th

  • EOY $109K
  • 5500 22
  • ASSETS 7th
  • PCT ESOP
  • EIN near Benchmark Group Employee Stock Ownership Plan
  • RANK ind #1159

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 Texas →

Pegasus Funding, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Pegasus Funding, Inc. Employee Stock Ownership PlanPegasus Funding, Inc. Employ…$109KBenchmark Group Employee Stock Ownership PlanBenchmark Group Employee Sto…$110KKcpc Holding Company Employee Stock Ownership PlanKcpc Holding Company Employe…$110KBarrier Reef Employee Stock Ownership PlanBarrier Reef Employee Stock …$110KHarpoon Brewery Employee Stock Ownership PlanHarpoon Brewery Employee Sto…$107K
End-of-year total assets ($M) among Pegasus Funding, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$109K
Net Assets (End of Year)$109K
Employer EIN832896650
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pegasus Funding, Inc.)

Sponsor-wide plan assets over time

All Pegasus Funding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$109K 0% vs 2022
2024 filing year
$0.11M 202220232024 $0.11M $0.11M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 7 $109K
2023 1 13 $109K
2024 1 22 $109K

Nearby ESOP Plans in Texas

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

Pegasus Funding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Pegasus Funding, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000108711 · Participants: 22Pegasus Funding, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Pegasus Funding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Pegasus Funding, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Pegasus Funding, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Benchmark Group Employee Stock Ownership Plan in AR ($110K); by covered participants it is Electricians, Inc. ESOP in HI (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Pegasus Funding, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Pegasus Funding, Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2024, from $109K to $109K.
How have Pegasus Funding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pegasus Funding, Inc.'s sponsor-wide assets grew 0.0%, from $109K to $109K.
Where does Pegasus Funding, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Pegasus Funding, Inc. Employee Stock Ownership Plan ranks in the 7th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Pegasus Funding, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Benchmark Group Employee Stock Ownership Plan in AR ($110K, 217 participants).
Which ESOP plans cover a similar participant headcount to Pegasus Funding, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Electricians, Inc. ESOP in HI (22 participants, $20M 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 832896650.

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.