ESOP · DOL Form 5500 · 2024

Paragon Coffee Trading Co, LP ESOP

Data updated 2026-08-25

$29M
Total assets Below avg plan size
13
Participants Small participant base
77th
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Paragon Trading, Inc ESOP · Sponsored by Paragon Coffee Trading Co, LP · New York · Wholesale Trade

$29M in assets, 13 participants

Paragon Coffee Trading Co, LP's Paragon Trading, Inc ESOP reported $29M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,565 in Wholesale Trade (6,080 peers)

Where Paragon Trading, Inc ESOP sits by assets

Paragon Trading, Inc ESOP sits in the top quartile of all filed plans by assets, $29M for 13 participants (~$2.2M/participant), down 11.5% in 2024.

#4,565
in Wholesale Trade (6,080 peers)
-11.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

Paragon Trading, Inc ESOP's outsized position by total assets

Paragon Trading, Inc ESOP vs every filed plan by assets

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

$29,140,868 Top 23% higher than 77% 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

Paragon Trading, Inc ESOP among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paragon Trading, Inc ESOP is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Paragon Trading, Inc ESOP reported net income rose from -$2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Paragon Trading, Inc ESOP end-of-year assets fell from $33M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 462748548 · Paragon Coffee Trading Co, LP PY 2024 · ESOP

Paragon Trading, Inc ESOP · $29M · 13 · 77th

  • ASSETS $29M
  • ASSETS 13
  • ASSETS 77th
  • ASSETS ESOP
  • ASSETS near Device Engineering Incorporated Employee Stock Ownership Plan
  • ASSETS ind #4565

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 New York →

Paragon Trading, Inc ESOP in the asset neighbourhood

Device Engineering Incorporated Employee Stock Ownership PlanDevice Engineering Incorpora…$29MParagon Trading, Inc ESOP$29MKellner Employee Stock Ownership PlanKellner Employee Stock Owner…$29MSos Service, Inc. Employee Stock Ownership PlanSos Service, Inc. Employee S…$29MZachary's Chicago Pizza, Inc. Employee Stock Ownership PlanZachary's Chicago Pizza, Inc…$29M
End-of-year total assets ($M) among Paragon Trading, Inc ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN462748548
Plan Effective Date2013-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paragon Coffee Trading Co, LP)

Sponsor-wide plan assets over time

All Paragon Coffee Trading Co, LP plans reported in each filing year

Latest sponsor-wide plan assets
$29M 8.543634340095442% vs 2022
2024 filing year
$28M$30M$32M$34M 202220232024 $31.9M $29.1M ▼ -8.5%
Year Plans Participants Total Assets
2022 1 13 $32M
2023 1 13 $33M
2024 1 13 $29M

Nearby ESOP Plans in New York

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

Paragon Trading, Inc ESOP vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Paragon Trading, Inc ESOP, Total assets ($M): 29.140868 · Participants: 13Paragon Trading, Inc ESOPStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Paragon Trading, Inc ESOP vs. nearby ESOP plans in New York, assets vs. participants
Compare Paragon Trading, Inc ESOP side-by-side with 3 peers →

Paragon Trading, Inc ESOP's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Device Engineering Incorporated Employee Stock Ownership Plan in AZ ($29M); by covered participants it is Ncp Capco Development Co. Employee Stock Ownership Plan in AL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Paragon Trading, Inc ESOP assets move in 2024? ▼
Paragon Trading, Inc ESOP pulled back noticeably - down 11.5% during 2024, from $33M to $29M. Reported net income was $1M.
How have Paragon Coffee Trading Co, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paragon Coffee Trading Co, LP's sponsor-wide assets declined 8.5%, from $32M to $29M.
Where does Paragon Trading, Inc ESOP rank by assets among Form 5500 filers? ▼
Paragon Trading, Inc ESOP ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Paragon Trading, Inc ESOP? ▼
Among ESOP plans in other states, the closest by assets is Device Engineering Incorporated Employee Stock Ownership Plan in AZ ($29M, 30 participants).
Which ESOP plans cover a similar participant headcount to Paragon Trading, Inc ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Ncp Capco Development Co. Employee Stock Ownership Plan in AL (13 participants, N/A 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 462748548.

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.