ESOP · DOL Form 5500 · 2024

Cline Design Associates, P.a. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
124
Participants Small participant base
42nd
Percentile by assets National rank
$40,865
Avg per participant Low balance/head
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Official DOL plan name: Cline Design Employee Stock Ownership Plan · Sponsored by Cline Design Associates, P.a. · North Carolina · Professional & Technical Services

$5M in assets, 124 participants

Cline Design Associates, P.a.'s Cline Design Employee Stock Ownership Plan reported $5M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,023 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Cline Design Employee Stock Ownership Plan covers 124 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#8,023
in Professional & Technical Services (20,173 peers)
+17.5%
assets growth YoY

Cline Design Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Cline Design Employee Stock Ownership Plan vs every filed plan by assets

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

$5,067,256 42nd percentile higher than 42% 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

Cline Design 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. Cline Design Employee Stock Ownership Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cline Design Employee Stock Ownership Plan reported net income rose from -$543K in the plan year 2023 filing to $929K in the plan year 2024 filing.
  • Cline Design Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Cline Design Employee Stock Ownership Plan reported participants fell from 132 in the plan year 2023 filing to 124 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 561664790 · Cline Design Associates, P.a. PY 2024 · ESOP

Cline Design Employee Stock Ownership Plan · $5M · 124 · 42nd

  • PCT $5M
  • EIN 124
  • RANK 42nd
  • PHOTO ESOP
  • IND near Keenan, Hopkins, Suder & Stowell Contractors, Inc. Employee Stock
  • EOY ind #8023

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 North Carolina →

Cline Design Employee Stock Ownership Plan in the asset neighbourhood

Cline Design Employee Stock Ownership PlanCline Design Employee Stock …$5MKeenan, Hopkins, Suder & Stowell Contractors, Inc. Employee StockKeenan, Hopkins, Suder & Sto…$5MQ-Med Employee Stock Ownership PlanQ-Med Employee Stock Ownersh…$5MInterstate Drywall Corp. Employee Stock Ownership PlanInterstate Drywall Corp. Emp…$5MOrigin Design Employee Stock Ownership PlanOrigin Design Employee Stock…$5M
End-of-year total assets ($M) among Cline Design Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$850K
Net Income$929K
Employer EIN561664790
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cline Design Associates, P.a.)

Sponsor-wide plan assets over time

All Cline Design Associates, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 22.056925179418187% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13M $15.9M ▲ +22.1%
Year Plans Participants Total Assets
2022 2 207 $13M
2023 2 258 $13M
2024 2 246 $16M

Nearby ESOP Plans in North Carolina

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

Cline Design Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150200 Total assets ($M) Participants Cline Design Employee Stock Ownership Plan, Total assets ($M): 5.067256 · Participants: 124Cline Design Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Cline Design Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Cline Design Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Keenan, Hopkins, Suder & Stowell Contractors, Inc. Employee Stock in CA ($5M); by covered participants it is Acme Mechanical Contractors of Virginia, Inc. Employee Stock Ownership Plan and Trust in VA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Cline Design Employee Stock Ownership Plan assets move in 2024? ▼
Cline Design Employee Stock Ownership Plan grew sharply - up 17.5% during 2024, from $4M to $5M. Reported net income was $929K.
How have Cline Design Associates, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cline Design Associates, P.a.'s sponsor-wide assets grew 22.1%, from $13M to $16M.
Which ESOP plans are similar in size to Cline Design Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Keenan, Hopkins, Suder & Stowell Contractors, Inc. Employee Stock in CA ($5M, 150 participants).
Which ESOP plans cover a similar participant headcount to Cline Design Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Acme Mechanical Contractors of Virginia, Inc. Employee Stock Ownership Plan and Trust in VA (124 participants, $38M 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 561664790.

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.