ESOP · DOL Form 5500 · 2024

Newcastle Holdings, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
24
Participants Small participant base
63rd
Percentile by assets National rank
$590,809
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Newcastle Employee Stock Ownership Plan · Sponsored by Newcastle Holdings, Inc. · Alabama · Construction

$14M in assets, 24 participants

Newcastle Holdings, Inc.'s Newcastle Employee Stock Ownership Plan reported $14M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #5,566 in Construction (9,039 peers)

What the 2024 filing shows

Newcastle Employee Stock Ownership Plan holds $14M for 24 participants - about $590,809 per participant, above the median plan by assets.

#5,566
in Construction (9,039 peers)
$13M
reported net income

Newcastle Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Newcastle Employee Stock Ownership Plan vs every filed plan by assets

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

$14,179,411 Top 37% higher than 63% 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

Newcastle 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. Newcastle Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 934458942 · Newcastle Holdings, Inc. PY 2024 · ESOP

Newcastle Employee Stock Ownership Plan · $14M · 24 · 63rd

  • EBSA $14M
  • EBSA 24
  • EBSA 63rd
  • EBSA ESOP
  • EBSA near Tf Publishing Employee Stock Ownership Plan
  • EBSA ind #5566

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 Alabama →

Newcastle Employee Stock Ownership Plan in the asset neighbourhood

The Bank of South Carolina Employee Stock Ownership Plan and TrustThe Bank of South Carolina E…$14MZwr Holdings, Inc. Employee Stock Ownership PlanZwr Holdings, Inc. Employee …$14MStratos Solutions, Inc. Employee Stock Ownership PlanStratos Solutions, Inc. Empl…$14MNewcastle Employee Stock Ownership PlanNewcastle Employee Stock Own…$14MTf Publishing Employee Stock Ownership PlanTf Publishing Employee Stock…$14M
End-of-year total assets ($M) among Newcastle Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$13M
Net Income$13M
Employer EIN934458942
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alabama

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

Newcastle Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600 Total assets ($M) Participants Newcastle Employee Stock Ownership Plan, Total assets ($M): 14.179411 · Participants: 24Newcastle Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 515.369863 · Participants: 1644Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 242.741411 · Participants: 298Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 224.790459 · Participants: 125Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 194.917315 · Participants: 1041Radiance Technologies, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries, Total assets ($M): 181.843353 · Participants: 958Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries
Newcastle Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Newcastle Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest ESOP by assets is Tf Publishing Employee Stock Ownership Plan in IN ($14M); by covered participants it is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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

Which ESOP plans are similar in size to Newcastle Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tf Publishing Employee Stock Ownership Plan in IN ($14M, 47 participants).
Which ESOP plans cover a similar participant headcount to Newcastle Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 participants, N/A 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 934458942.

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.