ESOP · DOL Form 5500 · 2024

Pacts Holdings, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
193
Participants Below avg headcount
58th
Percentile by assets National rank
$58,860
Avg per participant Low balance/head
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Official DOL plan name: Pacts Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Pacts Holdings, Inc. · North Carolina · Construction

$11M in assets, 193 participants

Pacts Holdings, Inc.'s Pacts Holdings, Inc. Employee Stock Ownership Plan reported $11M in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,119 in Construction (9,039 peers)

Coverage in North Carolina

Pacts Holdings, Inc. Employee Stock Ownership Plan covers 193 participants in North Carolina, about 24% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#5,119
in Construction (9,039 peers)
+41.1%
assets growth YoY

Pacts Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Pacts Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,360,000 Top 42% higher than 58% 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

Pacts Holdings, Inc. 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. Pacts Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pacts Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Pacts Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Pacts Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 187 in the plan year 2023 filing to 193 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 873848985 · Pacts Holdings, Inc. PY 2024 · ESOP

Pacts Holdings, Inc. Employee Stock Ownership Plan · $11M · 193 · 58th

  • PART $11M
  • TYPE 193
  • NET 58th
  • BOOK ESOP
  • VS-ST near Blois Construction Employee Stock Ownership Plan
  • BOY ind #5119

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 →

Pacts Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Pacts Holdings, Inc. Employee Stock Ownership PlanPacts Holdings, Inc. Employe…$11MBlois Construction Employee Stock Ownership PlanBlois Construction Employee …$11MTricon Construction, Inc. Employee Stock Ownership PlanTricon Construction, Inc. Em…$11MPioneer Bank Employee Stock Ownership PlanPioneer Bank Employee Stock …$11MSmith Berger Marine, Inc. Employee Stock Ownership PlanSmith Berger Marine, Inc. Em…$11M
End-of-year total assets ($M) among Pacts Holdings, Inc. 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)$8M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN873848985
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pacts Holdings, Inc.)

Sponsor-wide plan assets over time

All Pacts Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 159.36073059360731% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $4.38M $11.4M ▲ +159.4%
Year Plans Participants Total Assets
2022 1 177 $4M
2023 1 187 $8M
2024 1 193 $11M

Nearby ESOP Plans in North Carolina

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

Pacts Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150200 Total assets ($M) Participants Pacts Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.36 · Participants: 193Pacts Holdings, Inc. 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
Pacts Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Pacts Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Pacts Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Blois Construction Employee Stock Ownership Plan in CA ($11M); by covered participants it is Poblocki Paving Corp. Employee Stock Ownership Plan in WI (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Pacts Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Pacts Holdings, Inc. Employee Stock Ownership Plan surged - up 41.1% during 2024, from $8M to $11M. Reported net income was $3M.
How have Pacts Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacts Holdings, Inc.'s sponsor-wide assets grew 159.4%, from $4M to $11M.
Which ESOP plans are similar in size to Pacts Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Blois Construction Employee Stock Ownership Plan in CA ($11M, 38 participants).
Which ESOP plans cover a similar participant headcount to Pacts Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Poblocki Paving Corp. Employee Stock Ownership Plan in WI (193 participants, $29M 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 873848985.

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.