ESOP · DOL Form 5500 · 2024

Patterson Nursery Sales, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
50
Participants Small participant base
28th
Percentile by assets National rank
$33,551
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Patterson Nursery Sales, Inc. Employee Stock Ownership Plan · Sponsored by Patterson Nursery Sales, Inc. · · Agriculture, Forestry & Fishing

$2M in assets, 50 participants

Patterson Nursery Sales, Inc.'s Patterson Nursery Sales, Inc. Employee Stock Ownership Plan reported $2M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #341 in Agriculture, Forestry & Fishing (1,217 peers)

Patterson Nursery Sales, Inc. multi-year trail

Patterson Nursery Sales, Inc.'s plans moved +61.6% in assets from 2022 to 2024; this filing shows Patterson Nursery Sales, Inc. Employee Stock Ownership Plan at $2M / 50 participants.

#341
in Agriculture, Forestry & Fishing (1,217 peers)
+23.7%
assets growth YoY

Patterson Nursery Sales, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Patterson Nursery Sales, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,677,554 28th percentile higher than 28% 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

Patterson Nursery Sales, 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. Patterson Nursery Sales, Inc. Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Patterson Nursery Sales, Inc. Employee Stock Ownership Plan reported net income fell from $318K in the plan year 2023 filing to $227K in the plan year 2024 filing.
  • Patterson Nursery Sales, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Patterson Nursery Sales, Inc. Employee Stock Ownership Plan reported participants rose from 47 in the plan year 2023 filing to 50 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 930987268 · Patterson Nursery Sales, Inc. PY 2024 · ESOP

Patterson Nursery Sales, Inc. Employee Stock Ownership Plan · $2M · 50 · 28th

  • 5500 $2M
  • ASSETS 50
  • PCT 28th
  • EIN ESOP
  • RANK near The Armamentarium, Inc. Employee Stock Ownership Plan
  • PHOTO ind #341

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? →

Patterson Nursery Sales, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Patterson Nursery Sales, Inc. Employee Stock Ownership PlanPatterson Nursery Sales, Inc…$2MThe Armamentarium, Inc. Employee Stock Ownership PlanThe Armamentarium, Inc. Empl…$2MForma Design, Inc. Employee Stock Ownership PlanForma Design, Inc. Employee …$2MSpecceramics, Inc. Employee Stock Ownership PlanSpecceramics, Inc. Employee …$2MPark Manor, Ltd. Employee Stock Ownership PlanPark Manor, Ltd. Employee St…$2M
End-of-year total assets ($M) among Patterson Nursery Sales, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Patterson Nursery Sales, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Patterson Nursery Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 61.61017316538619% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.04M $1.68M ▲ +61.5%
Year Plans Participants Total Assets
2022 1 52 $1M
2023 1 47 $1M
2024 1 50 $2M

Patterson Nursery Sales, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$227K
Employer EIN930987268
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in

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

Patterson Nursery Sales, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in , assets vs. participants Scatter plot of 6 data points. 0100200300400500 -50050100150 Total assets ($M) Participants Patterson Nursery Sales, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.677554 · Participants: 50Patterson Nursery Sales, Inc. Employee Stock Ownership PlanLetner Roofing Company Employee Stock Ownership Plan, Total assets ($M): 140.631332 · Participants: 71Letner Roofing Company Employee Stock Ownership PlanGodshall's Quality Meats Employee Stock Ownership Plan, Total assets ($M): 78.199328 · Participants: 273Godshall's Quality Meats Employee Stock Ownership PlanOnin Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 42.312512 · Participants: 422Onin Holdings, Inc. Employee Stock Ownership PlanPapich Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 33.8 · Participants: 85Papich Construction Company, Inc. Employee Stock Ownership PlanHc Employee Stock Ownership Plan, Total assets ($M): 25.6 · Participants: 430Hc Employee Stock Ownership Plan
Patterson Nursery Sales, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in , assets vs. participants
Compare Patterson Nursery Sales, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Patterson Nursery Sales, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside this state, the nearest ESOP by assets is The Armamentarium, Inc. Employee Stock Ownership Plan in TX ($2M); by covered participants it is Suburban K9 Employee Stock Ownership Plan in TX (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Patterson Nursery Sales, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Patterson Nursery Sales, Inc. Employee Stock Ownership Plan grew sharply - up 23.7% during 2024, from $1M to $2M. Reported net income was $227K.
How have Patterson Nursery Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patterson Nursery Sales, Inc.'s sponsor-wide assets grew 61.6%, from $1M to $2M.
Which ESOP plans are similar in size to Patterson Nursery Sales, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Armamentarium, Inc. Employee Stock Ownership Plan in TX ($2M, 25 participants).
Which ESOP plans cover a similar participant headcount to Patterson Nursery Sales, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Suburban K9 Employee Stock Ownership Plan in TX (50 participants, $146K 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 930987268.

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.