ESOP · DOL Form 5500 · 2023

Chas. W. Ashby Co., Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
30
Participants Small participant base
76th
Percentile by assets National rank
$799,896
Avg per participant High balance/head
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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.

  • #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.

#12,458
in Manufacturing (18,722 peers)
+12.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan's outsized position 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

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 2023

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Plan-year Form 5500 strip

Filing strip 630495804 · Chas. W. Ashby Co., Inc. PY 2023 · ESOP

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan · $24M · 30 · 76th

  • EIN $24M
  • RANK 30
  • PHOTO 76th
  • IND ESOP
  • EOY near Bsa Lifestructures, Inc. Employee Stock Ownership Plan
  • 5500 ind #12458

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 Alabama →

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Chas. W. Ashby Co., Inc. Employee Stock Ownership PlanChas. W. Ashby Co., Inc. Emp…$24MBsa Lifestructures, Inc. Employee Stock Ownership PlanBsa Lifestructures, Inc. Emp…$24MRm Resources Employee Stock Ownership PlanRm Resources Employee Stock …$24MCivil Engineering Services Company ESOP PlanCivil Engineering Services C…$24MLarusso Concrete, Inc Employee Stock Ownership Plan and TrustLarusso Concrete, Inc Employ…$24M
End-of-year total assets ($M) among Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN630495804
Plan Effective Date1965-11-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Chas. W. Ashby Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 29.035405530633046% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.3M $27.5M ▲ +29.1%
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 Scatter plot of 6 data points. -500050010001500 0100200300400500 Total assets ($M) Participants Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 23.996874 · Participants: 30Chas. W. Ashby Co., Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 470.48798 · Participants: 1360Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 196.496733 · Participants: 287Inline Electric Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.105591 · Participants: 874Radiance Technologies, Inc. Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 167.814551 · Participants: 123Signature Homes Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub, Total assets ($M): 126.850762 · Participants: 909Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub
Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Bsa Lifestructures, Inc. Employee Stock Ownership Plan in IN ($24M); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which ESOP plans cover a similar participant headcount to Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants, N/A in assets).

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.

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.