ESOP · DOL Form 5500 · 2023

Robert W. Chapman & Company ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
28
Participants Small participant base
72nd
Percentile by assets National rank
$685,894
Avg per participant High balance/head
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Official DOL plan name: Robert W. Chapman & Company Employee Stock Ownership Plan · Sponsored by Robert W. Chapman & Company · North Carolina · Professional & Technical Services

$19M in assets, 28 participants

Robert W. Chapman & Company's Robert W. Chapman & Company Employee Stock Ownership Plan reported $19M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,543 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Robert W. Chapman & Company Employee Stock Ownership Plan holds $19M for 28 participants - about $685,894 per participant, above the median plan by assets.

#14,543
in Professional & Technical Services (20,321 peers)
+0.1%
assets growth YoY

Robert W. Chapman & Company Employee Stock Ownership Plan's outsized position by total assets

Robert W. Chapman & Company Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,205,042 Top 28% higher than 72% of 127,068 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 2023

Robert W. Chapman & Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert W. Chapman & Company Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert W. Chapman & Company Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to $23K in the plan year 2023 filing.
  • Robert W. Chapman & Company Employee Stock Ownership Plan reported participants fell from 32 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 560694287 · Robert W. Chapman & Company PY 2023 · ESOP

Robert W. Chapman & Company Employee Stock Ownership Plan · $19M · 28 · 72nd

  • IND $19M
  • EOY 28
  • 5500 72nd
  • ASSETS ESOP
  • PCT near Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust
  • EIN ind #14543

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 →

Robert W. Chapman & Company Employee Stock Ownership Plan in the asset neighbourhood

Unicast Company Employee Stock Ownership PlanUnicast Company Employee Sto…$19MLiphart Steel Company, Inc. Employee Stock Ownership Plan and TrustLiphart Steel Company, Inc. …$19MRobert W. Chapman & Company Employee Stock Ownership PlanRobert W. Chapman & Company …$19MThe Gordon Highlander Corporation Employee Stock Ownership PlanThe Gordon Highlander Corpor…$19MCole Lumber Company, Inc. Employee Stock Ownership PlanCole Lumber Company, Inc. Em…$19M
End-of-year total assets ($M) among Robert W. Chapman & Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$23K
Employer EIN560694287
Plan Effective Date1965-11-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert W. Chapman & Company)

Sponsor-wide plan assets over time

All Robert W. Chapman & Company plans reported in each filing year

Latest sponsor-wide plan assets
$19M 0.11755511223463563% vs 2022
2023 filing year
$19.2M$19.2M$19.2M$19.2M$19.2M$19.2M 20222023 $19.2M $19.2M ▲ +0.2%
Year Plans Participants Total Assets
2022 1 32 $19M
2023 1 28 $19M

Nearby ESOP Plans in North Carolina

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

Robert W. Chapman & Company Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -500050010001500 050100150200 Total assets ($M) Participants Robert W. Chapman & Company Employee Stock Ownership Plan, Total assets ($M): 19.205042 · Participants: 28Robert W. Chapman & Company Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Robert W. Chapman & Company Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Robert W. Chapman & Company Employee Stock Ownership Plan side-by-side with 3 peers →

Robert W. Chapman & Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust in VA ($19M); by covered participants it is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robert W. Chapman & Company Employee Stock Ownership Plan assets move in 2023? ▼
Robert W. Chapman & Company Employee Stock Ownership Plan held essentially flat - up 0.1% during 2023, from $19M to $19M. Reported net income was $23K.
How have Robert W. Chapman & Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Robert W. Chapman & Company's sponsor-wide assets grew 0.1%, from $19M to $19M.
Which ESOP plans are similar in size to Robert W. Chapman & Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Liphart Steel Company, Inc. Employee Stock Ownership Plan and Trust in VA ($19M, 73 participants).
Which ESOP plans cover a similar participant headcount to Robert W. Chapman & Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants, $443K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560694287.

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.