ESOP · DOL Form 5500 · 2024
J Davis Architects, PC ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 81
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $17,815
- Avg per participant Low balance/head
Official DOL plan name: J Davis Architects, PC Employee Stock Ownership Plan · Sponsored by J Davis Architects, PC · North Carolina · Professional & Technical Services
$1M in assets, 81 participants
J Davis Architects, PC's J Davis Architects, PC Employee Stock Ownership Plan reported $1M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #4,355 in Professional & Technical Services (20,173 peers)
J Davis Architects, PC multi-year trail
J Davis Architects, PC's plans moved +199.9% in assets from 2022 to 2024; this filing shows J Davis Architects, PC Employee Stock Ownership Plan at $1M / 81 participants.
- #4,355
- in Professional & Technical Services (20,173 peers)
- -61.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J Davis Architects, PC Employee Stock Ownership Plan among the smaller filed plans by assets
J Davis Architects, PC Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,443,000 26th percentile higher than 26% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
J Davis Architects, PC 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. J Davis Architects, PC Employee Stock Ownership Plan is a small filing (81 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J Davis Architects, PC Employee Stock Ownership Plan reported net income fell from -$714K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- J Davis Architects, PC Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- J Davis Architects, PC Employee Stock Ownership Plan reported participants fell from 99 in the plan year 2023 filing to 81 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 562230849 · J Davis Architects, PC PY 2024 · ESOP
J Davis Architects, PC Employee Stock Ownership Plan · $1M · 81 · 26th
- BOOK $1M
- BOOK 81
- BOOK 26th
- BOOK ESOP
- BOOK near Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan
- BOOK ind #4355
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 →
J Davis Architects, PC Employee Stock Ownership Plan in the asset neighbourhood
J Davis Architects, PC multi-year asset trail
Sponsor-wide plan assets over time
All J Davis Architects, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 199.94135884285137% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $4M |
| 2023 | 2 | 212 | $14M |
| 2024 | 2 | 168 | $13M |
J Davis Architects, PC filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | -$5M |
| Net Income | -$2M |
| Employer EIN | 562230849 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,396
- Ecmd, Inc. Employee Stock Ownership Plan $154M · 969
- Precision Walls, Inc. Employee Stock Ownership Plan $143M · 1,228
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $133M · 279
- State Utility Contractors, Inc. Employee Stock Ownership Plan $123M · 158
J Davis Architects, PC Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is Jones Machine & Welding Co., Inc. Employee Stock Ownership Plan in AL ($1M); by covered participants it is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.
- Lovewell Fencing, Inc. Employee Stock Ownership Plan (IA) 81 · 0 off
- American Business Group, Inc. Employee Stock Ownership Plan and Trust (CA) 81 · 0 off
- Agvise Laboratories, Inc. Employee Stock Ownership Plan (ND) 81 · 0 off
- Commonwealth Fire Protection Co. Employee Stock Ownership Plan (PA) 81 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.