ESOP · DOL Form 5500 · 2024

Payne Publishers, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
29th
Percentile by assets National rank
$103,253
Avg per participant Below avg balance/head
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Official DOL plan name: Payne Publishers Employee Stock Ownership Plan Tru · Sponsored by Payne Publishers, Inc. · Virginia · Manufacturing

$2M in assets, 19 participants

Payne Publishers, Inc.'s Payne Publishers Employee Stock Ownership Plan Tru reported $2M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,442 in Manufacturing (17,777 peers)

Payne Publishers, Inc. multi-year trail

Payne Publishers, Inc.'s plans moved -10.7% in assets from 2022 to 2024; this filing shows Payne Publishers Employee Stock Ownership Plan Tru at $2M / 19 participants.

#2,442
in Manufacturing (17,777 peers)
-5.1%
assets change YoY

The plan reported a net loss of $283K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Payne Publishers Employee Stock Ownership Plan Tru among the smaller filed plans by assets

Payne Publishers Employee Stock Ownership Plan Tru vs every filed plan by assets

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

$1,961,804 29th percentile higher than 29% 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

Payne Publishers Employee Stock Ownership Plan Tru among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Payne Publishers Employee Stock Ownership Plan Tru is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Payne Publishers Employee Stock Ownership Plan Tru reported net income fell from -$92K in the plan year 2023 filing to -$283K in the plan year 2024 filing.
  • Payne Publishers Employee Stock Ownership Plan Tru reported participants fell from 21 in the plan year 2023 filing to 19 in the plan year 2024 filing.
  • Payne Publishers Employee Stock Ownership Plan Tru end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 540898446 · Payne Publishers, Inc. PY 2024 · ESOP

Payne Publishers Employee Stock Ownership Plan Tru · $2M · 19 · 29th

  • NET $2M
  • BOOK 19
  • VS-ST 29th
  • BOY ESOP
  • SCH near Trussell Technologies, Inc. Employee Stock Ownership Plan
  • EBSA ind #2442

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 Virginia →

Payne Publishers Employee Stock Ownership Plan Tru in the asset neighbourhood

First National Bank of Sparta Profit Sharing PlanFirst National Bank of Spart…$2MPayne Publishers Employee Stock Ownership Plan TruPayne Publishers Employee St…$2MTrussell Technologies, Inc. Employee Stock Ownership PlanTrussell Technologies, Inc. …$2MPeople's Bank of Commerce Employee Stock Ownership PlanPeople's Bank of Commerce Em…$2MMarket Share, Inc. Employee Stock Ownership PlanMarket Share, Inc. Employee …$2M
End-of-year total assets ($M) among Payne Publishers Employee Stock Ownership Plan Tru and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Payne Publishers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Payne Publishers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.688577011255639% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M 202220232024 $2.2M $1.96M ▼ -10.9%
Year Plans Participants Total Assets
2022 1 21 $2M
2023 1 21 $2M
2024 1 19 $2M

Payne Publishers, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$283K
Employer EIN540898446
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Payne Publishers Employee Stock Ownership Plan Tru vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Payne Publishers Employee Stock Ownership Plan Tru, Total assets ($B): 0.001961804 · Participants: 19Payne Publishers Employee Stock Ownership Plan TruNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Payne Publishers Employee Stock Ownership Plan Tru vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Payne Publishers Employee Stock Ownership Plan Tru side-by-side with 3 peers →

Payne Publishers Employee Stock Ownership Plan Tru's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Trussell Technologies, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Payne Publishers Employee Stock Ownership Plan Tru assets move in 2024? ▼
Payne Publishers Employee Stock Ownership Plan Tru pulled back noticeably - down 5.1% during 2024, from $2M to $2M. Reported net income was -$283K.
How have Payne Publishers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Payne Publishers, Inc.'s sponsor-wide assets declined 10.7%, from $2M to $2M.
Which ESOP plans are similar in size to Payne Publishers Employee Stock Ownership Plan Tru? ▼
Among ESOP plans in other states, the closest by assets is Trussell Technologies, Inc. Employee Stock Ownership Plan in CA ($2M, 49 participants).
Which ESOP plans cover a similar participant headcount to Payne Publishers Employee Stock Ownership Plan Tru? ▼
Among ESOP plans in other states, the closest by covered participants is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants, $2M 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 540898446.

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.