ESOP · DOL Form 5500 · 2024

Palmetto Engineering & Consulting, Inc ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
127
Participants Small participant base
31st
Percentile by assets National rank
$17,693
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Palmetto Engineering Employee Stock Ownership Plan · Sponsored by Palmetto Engineering & Consulting, Inc · South Carolina · Professional & Technical Services

$2M in assets, 127 participants

Palmetto Engineering & Consulting, Inc's Palmetto Engineering Employee Stock Ownership Plan reported $2M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,361 in Professional & Technical Services (20,173 peers)

Coverage in South Carolina

Palmetto Engineering Employee Stock Ownership Plan covers 127 participants in South Carolina, about 34% of the average South Carolina filer (state average ~369 per filing). Assets: $2M.

#5,361
in Professional & Technical Services (20,173 peers)
+30.4%
assets growth YoY

Palmetto Engineering Employee Stock Ownership Plan among the smaller filed plans by assets

Palmetto Engineering Employee Stock Ownership Plan vs every filed plan by assets

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

$2,247,000 31st percentile higher than 31% 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

Palmetto Engineering 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. Palmetto Engineering Employee Stock Ownership Plan sits mid-pack in the medium band (127 participants).

Plan-year Form 5500 strip

Filing strip 753218929 · Palmetto Engineering & Consulting, Inc PY 2024 · ESOP

Palmetto Engineering Employee Stock Ownership Plan · $2M · 127 · 31st

  • SCH $2M
  • SCH 127
  • SCH 31st
  • SCH ESOP
  • SCH near U.S. Housing Components Employee Stock Ownership Plan
  • SCH ind #5361

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 South Carolina →

Palmetto Engineering Employee Stock Ownership Plan in the asset neighbourhood

Palmetto Engineering Employee Stock Ownership PlanPalmetto Engineering Employe…$2MU.S. Housing Components Employee Stock Ownership PlanU.S. Housing Components Empl…$2MWayne Bank Employee Stock Ownership PlanWayne Bank Employee Stock Ow…$2MDynamic Site Solutions Employee Stock Ownership PlanDynamic Site Solutions Emplo…$2MNorthwest Spring & Manufacturing, Inc. Employee Stock Ownership PlanNorthwest Spring & Manufactu…$2M
End-of-year total assets ($M) among Palmetto Engineering Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

South Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$27M
Net Income$865K
Employer EIN753218929
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Palmetto Engineering Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0102030 Total assets ($M) Participants Palmetto Engineering Employee Stock Ownership Plan, Total assets ($M): 2.247 · Participants: 127Palmetto Engineering Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.654978 · Participants: 56Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.112249 · Participants: 373Life Cycle Engineering, Inc. Employee Stock Ownership PlanNgroup Employee Stock Ownership Plan, Total assets ($M): 24.95 · Participants: 1859Ngroup Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 20.702964 · Participants: 31Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 16.915451 · Participants: 286Synergi Employee Stock Ownership Plan
Palmetto Engineering Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants

Palmetto Engineering Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is U.S. Housing Components Employee Stock Ownership Plan in KY ($2M); by covered participants it is Dave Carter & Associates, Inc. Employee Stock Ownership Plan in FL (127 participants). Same-state nearby plans are listed separately above.

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 Palmetto Engineering Employee Stock Ownership Plan assets move in 2024?
Palmetto Engineering Employee Stock Ownership Plan surged - up 30.4% during 2024, from $2M to $2M. Reported net income was $865K.
Which ESOP plans are similar in size to Palmetto Engineering Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is U.S. Housing Components Employee Stock Ownership Plan in KY ($2M, 75 participants).
Which ESOP plans cover a similar participant headcount to Palmetto Engineering Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Dave Carter & Associates, Inc. Employee Stock Ownership Plan in FL (127 participants, $7M in assets).