ESOP · DOL Form 5500 · 2024
Paladin Capital Inc ESOP
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 2,942
- Participants Above avg headcount
- 73rd
- Percentile by assets National rank
- $7,741
- Avg per participant Low balance/head
Official DOL plan name: Paladin Capital, Inc. ESOP · Sponsored by Paladin Capital Inc · Tennessee · Transportation & Warehousing
$23M in assets, 2,942 participants
Paladin Capital Inc's Paladin Capital, Inc. ESOP reported $23M in total assets and 2,942 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,397 in Transportation & Warehousing (3,299 peers)
Coverage in Tennessee
Paladin Capital, Inc. ESOP covers 2,942 participants in Tennessee, 2.6x the typical Tennessee plan (state average ~1,126 per filing). Assets: $23M.
- #2,397
- in Transportation & Warehousing (3,299 peers)
- -60.0%
- assets change YoY
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Paladin Capital, Inc. ESOP's outsized position by total assets
Paladin Capital, Inc. ESOP vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,772,629 Top 27% higher than 73% 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
Paladin Capital, Inc. ESOP's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paladin Capital, Inc. ESOP lands in the large band (2,942 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Paladin Capital, Inc. ESOP end-of-year assets fell from $57M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Paladin Capital, Inc. ESOP reported net income rose from -$44M in the plan year 2023 filing to -$27M in the plan year 2024 filing.
- Paladin Capital, Inc. ESOP reported participants fell from 3,846 in the plan year 2023 filing to 2,942 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 621584643 · Paladin Capital Inc PY 2024 · ESOP
Paladin Capital, Inc. ESOP · $23M · 2,942 · 73rd
- VS-ST $23M
- VS-ST 2,942
- VS-ST 73rd
- VS-ST ESOP
- VS-ST near Texas Scenic Company, Inc. Employee Stock Ownership Plan
- VS-ST ind #2397
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 Tennessee →
Paladin Capital, Inc. ESOP in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$27M |
| Employer EIN | 621584643 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Paladin Capital Inc)
Sponsor-wide plan assets over time
All Paladin Capital Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 77.0005388140536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,771 | $99M |
| 2023 | 1 | 3,846 | $57M |
| 2024 | 1 | 2,942 | $23M |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $470M · 403
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $247M · 201
- National Health Corp Leveraged Employee Stock Ownership Plan $168M · 1,385
- 3ls, Inc. Employee Stock Ownership Plan $143M · 515
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan $116M · 507
Paladin Capital, Inc. ESOP's out-of-state ESOP peers by assets and headcount
Outside Tennessee, the nearest ESOP by assets is Texas Scenic Company, Inc. Employee Stock Ownership Plan in TX ($23M); by covered participants it is Woodman's Employees' Profit Sharing and Stock Ownership Plan in WI (2,967 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,942 participants); asset peers above are excluded.
- Woodman's Employees' Profit Sharing and Stock Ownership Plan (WI) 2,967 · 25 off
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust (IA) 2,972 · 30 off
- Mccarthy Employee Stock Ownership Plan (MO) 2,983 · 41 off
- North Coast Holdings Employee Stock Ownership Plan (NY) 3,042 · 100 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.