ESOP · DOL Form 5500 · 2024
Pasco Specialty & Manufacturing, Inc. ESOP
Data updated 2026-07-24
- $9M
- Total assets
- 38
- Participants
- 53rd
- Percentile by assets
- $235,609
- Avg per participant
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.
- 53rd percentile by assets (of 116,472 plans)
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.
- $9M
- total plan assets (2024 EOY)
- 38
- covered participants
- 53rd
- percentile by assets (of 116,472 plans)
- $235,609
- avg assets per participant
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.
Pasco Specialty & Manufacturing, Inc. across 3 plan years on file
Across the 3 plan years Pasco Specialty & Manufacturing, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $9M, a gain of 57.0%, while reported participants moved from 39 to 38 (-2.6%). Peak year by sponsor assets: 2024 ($9M); trough: 2022 ($6M).
Pasco Specialty & Manufacturing, Inc. multi-year asset trail
| 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 EIN | 953791152 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING 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
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
- Proponent Employee Stock Ownership Plan $543M · 439
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
How have Pasco Specialty & Manufacturing, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan? ▼
Next read for Pasco Specialty & Manufacturing, Inc. Em…
Multi-year trail
Ways to act on Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Pasco Specialty & Manufacturing, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Pasco Specialty & Manufacturing, Inc.'s sponsor-wide assets have grown 57.0% since 2022 across 3 plan years on file. More Wholesale Trade plans
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.