ESOP · DOL Form 5500 · 2024

Pasco Specialty & Manufacturing, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
38
Participants Small participant base
53rd
Percentile by assets National rank
$235,609
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan · Sponsored by Pasco Specialty & Manufacturing, Inc. · California · Wholesale Trade

$9M in assets, 38 participants

Pasco Specialty & Manufacturing, Inc.'s Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan reported $9M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,685 in Wholesale Trade (6,080 peers)

Pasco Specialty & Manufacturing, Inc. multi-year trail

Pasco Specialty & Manufacturing, Inc.'s plans moved +57.0% in assets from 2022 to 2024; this filing shows Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan at $9M / 38 participants.

#2,685
in Wholesale Trade (6,080 peers)
+11.8%
assets growth YoY

Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,953,143 Top 47% higher than 53% 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

Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 953791152 · Pasco Specialty & Manufacturing, Inc. PY 2024 · ESOP

Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan · $9M · 38 · 53rd

  • EIN $9M
  • RANK 38
  • PHOTO 53rd
  • IND ESOP
  • EOY near C. S. Davidson, Inc. Employee Stock Ownership Plan
  • 5500 ind #2685

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 California →

Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sga Employee Stock Ownership PlanSga Employee Stock Ownership…$9MTile Outlets of America Employee Stock Ownership PlanTile Outlets of America Empl…$9MPasco Specialty & Manufacturing, Inc. Employee Stock Ownership PlanPasco Specialty & Manufactur…$9MC. S. Davidson, Inc. Employee Stock Ownership PlanC. S. Davidson, Inc. Employe…$9MNelson Lumber & Home, Inc. Restated Employee Stock Ownership Plan and TrustNelson Lumber & Home, Inc. R…$9M
End-of-year total assets ($M) among Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pasco Specialty & Manufacturing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pasco Specialty & Manufacturing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 56.958627607797986% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $5.7M $8.95M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 39 $6M
2023 1 38 $8M
2024 1 38 $9M

Pasco Specialty & Manufacturing, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN953791152
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008953143 · Participants: 38Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is C. S. Davidson, Inc. Employee Stock Ownership Plan in PA ($9M); by covered participants it is Foresight Bank Employee Stock Ownership Plan in MN (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.8% during 2024, from $8M to $9M. Reported net income was $1M.
How have Pasco Specialty & Manufacturing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pasco Specialty & Manufacturing, Inc.'s sponsor-wide assets grew 57.0%, from $6M to $9M.
Which ESOP plans are similar in size to Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is C. S. Davidson, Inc. Employee Stock Ownership Plan in PA ($9M, 78 participants).
Which ESOP plans cover a similar participant headcount to Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Foresight Bank Employee Stock Ownership Plan in MN (38 participants, $6M 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 953791152.

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.