ESOP · DOL Form 5500 · 2024

Patterson Pope, Inc ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
161
Participants Small participant base
76th
Percentile by assets National rank
$169,698
Avg per participant Above avg balance/head
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Official DOL plan name: Patterson Pope, Inc Employee Stock Ownership Plan · Sponsored by Patterson Pope, Inc · North Carolina · Wholesale Trade

$27M in assets, 161 participants

Patterson Pope, Inc's Patterson Pope, Inc Employee Stock Ownership Plan reported $27M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,481 in Wholesale Trade (6,080 peers)

Coverage in North Carolina

Patterson Pope, Inc Employee Stock Ownership Plan covers 161 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $27M.

#4,481
in Wholesale Trade (6,080 peers)
+26.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Patterson Pope, Inc Employee Stock Ownership Plan's outsized position by total assets

Patterson Pope, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$27,321,317 Top 24% higher than 76% 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 Pope, 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. Patterson Pope, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Patterson Pope, Inc Employee Stock Ownership Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Patterson Pope, Inc Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Patterson Pope, Inc Employee Stock Ownership Plan reported participants rose from 158 in the plan year 2023 filing to 161 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 560986683 · Patterson Pope, Inc PY 2024 · ESOP

Patterson Pope, Inc Employee Stock Ownership Plan · $27M · 161 · 76th

  • VS-ST $27M
  • BOY 161
  • SCH 76th
  • EBSA ESOP
  • PART near Carley Corporation Employee Stock Ownership Plan
  • TYPE ind #4481

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 →

Patterson Pope, Inc Employee Stock Ownership Plan in the asset neighbourhood

Amg, Inc. Employee Stock Ownership Plan and TrustAmg, Inc. Employee Stock Own…$27MBrazill Brothers & Assoc., Inc Employee Stock Ownership PlanBrazill Brothers & Assoc., I…$27MCarley Corporation Employee Stock Ownership PlanCarley Corporation Employee …$27MPatterson Pope, Inc Employee Stock Ownership PlanPatterson Pope, Inc Employee…$27MGlass Systems, Inc. Employee Stock Ownership PlanGlass Systems, Inc. Employee…$27M
End-of-year total assets ($M) among Patterson Pope, 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)$22M
Net Assets (End of Year)$16M
Net Income$6M
Employer EIN560986683
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patterson Pope, Inc)

Sponsor-wide plan assets over time

All Patterson Pope, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$48M 66.8791988836473% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $29M $48.3M ▲ +66.9%
Year Plans Participants Total Assets
2022 2 327 $29M
2023 2 336 $39M
2024 2 340 $48M

Nearby ESOP Plans in North Carolina

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

Patterson Pope, 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 ($M) Participants Patterson Pope, Inc Employee Stock Ownership Plan, Total assets ($M): 27.321317 · Participants: 161Patterson Pope, 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
Patterson Pope, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Patterson Pope, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Carley Corporation Employee Stock Ownership Plan in FL ($27M); by covered participants it is Pacific Utility Installation, Inc. Employee Stock Ownership Plan in CA (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Pope, Inc Employee Stock Ownership Plan assets move in 2024? ▼
Patterson Pope, Inc Employee Stock Ownership Plan grew sharply - up 26.9% during 2024, from $22M to $27M. Reported net income was $6M.
How have Patterson Pope, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patterson Pope, Inc's sponsor-wide assets grew 66.9%, from $29M to $48M.
Where does Patterson Pope, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Patterson Pope, Inc Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Patterson Pope, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Carley Corporation Employee Stock Ownership Plan in FL ($27M, 153 participants).
Which ESOP plans cover a similar participant headcount to Patterson Pope, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pacific Utility Installation, Inc. Employee Stock Ownership Plan in CA (161 participants, $18M 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 560986683.

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.