ESOP · DOL Form 5500 · 2024

Patterson Pope, Inc ESOP

Data updated 2026-08-11

$27M
Total assets
161
Participants
76th
Percentile by assets
$169,698
Avg per participant
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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.

  • 76th percentile by assets (of 123,622 plans)
  • #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.

$27M
total plan assets (2024 EOY)
161
covered participants
76th
percentile by assets (of 123,622 plans)
$169,698
avg assets per participant

Where Patterson Pope, Inc Employee Stock Ownership Plan sits 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 $2,010,000,000 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

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 →

State
North Carolina
Industry
Wholesale Trade

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Patterson Pope, Inc Employee Stock Ownership Plan reports 161 participants - about 20% of that state average ($27M EOY assets).

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)

$20M$30M$40M$50M$60M 202220232024 $29M $48.3M ▲ +66.9%
Total plan assets by year, all Patterson Pope, Inc plans on file
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 ($M) Participants Patterson Pope, Inc …, Total assets ($M): 27.321317 · Participants: 161Patterson Pope, Inc …Columbia Forest Prod…, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Prod…Ecmd, Inc. Employee …, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee …Precision Walls, Inc…, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc…Robert E. Mason & As…, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & As…State Utility Contra…, Total assets ($M): 123.497988 · Participants: 158State Utility Contra…
Patterson Pope, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Patterson Pope, Inc Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Patterson Pope, Inc Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Patterson Pope, Inc Employee Stock Owner…

Filing takeaways

Ways to act on Patterson Pope, Inc Employee Stock Ownership Plan's numbers.

  • By total assets, Patterson Pope, Inc Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
  • Patterson Pope, Inc's sponsor-wide assets have grown 66.9% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.