ESOP · DOL Form 5500 · 2023

Chas. W. Ashby Co., Inc. ESOP

Data updated 2026-08-11

$24M
Total assets: 30
Participants: 76th
Percentile by assets: $799,896
Avg per participant

Official DOL plan name: Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan · Sponsored by Chas. W. Ashby Co., Inc. · Alabama · Manufacturing

$24M in assets, 30 participants

Chas. W. Ashby Co., Inc.'s Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan reported $24M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

76th percentile by assets (of 127,072 plans)
#12,458 in Manufacturing (18,722 peers)

Where Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan sits by assets

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $24M for 30 participants (~$799,896/participant), up 12.7% in 2023.

$24M
total plan assets (2023 EOY): 30
covered participants: 76th
percentile by assets (of 127,072 plans): $799,896
avg assets per participant

Where Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan sits by total assets

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$23,996,874 Top 24% higher than 76% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan reported participants rose from 29 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Alabama

Industry

Manufacturing

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan outranks 76% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$21M
Net Assets (End of Year)	$24M
Net Income	$3M
Employer EIN	630495804
Plan Effective Date	1965-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Chas. W. Ashby Co., Inc.)

Total plan assets by year, all Chas. W. Ashby Co., Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	29	$21M
2023	1	30	$24M
2024	1	31	$27M

Nearby ESOP Plans in Alabama

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

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants

Starfish Holdings, Inc. Employee Stock Ownership Plan $470M · 1,360
Inline Electric Employee Stock Ownership Plan $196M · 287
Radiance Technologies, Inc. Employee Stock Ownership Plan $168M · 874
Signature Homes Employee Stock Ownership Plan $168M · 123
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub $127M · 909

Compare Chas. W. Ashby Co., Inc. Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan by total assets, not by location.

Bsa Lifestructures, Inc. Employee Stock Ownership Plan (IN) $24M · 217
Rm Resources Employee Stock Ownership Plan (WI) $24M · 111
Civil Engineering Services Company ESOP Plan (UT) $24M · 81
Larusso Concrete, Inc Employee Stock Ownership Plan and Trust (OR) $24M · 162

Frequently Asked Questions

How did Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.7% during 2023, from $21M to $24M. Reported net income was $3M.

How have Chas. W. Ashby Co., Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Chas. W. Ashby Co., Inc.'s sponsor-wide assets grew 29.0%, from $21M to $27M.

Where does Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Bsa Lifestructures, Inc. Employee Stock Ownership Plan in IN ($24M, 217 participants).

Next read for Chas. W. Ashby Co., Inc. Employee Stock …

Scale reading

Ways to act on Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan's numbers.

By total assets, Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Alabama. Compare plans
Chas. W. Ashby Co., Inc.'s sponsor-wide assets have grown 29.0% since 2022 across 3 plan years on file. More Manufacturing 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 630495804.