ESOP · DOL Form 5500 · 2024
Paladin Capital Inc ESOP
Data updated 2026-07-24
- $23M
- Total assets
- 2,942
- Participants
- 73rd
- Percentile by assets
- $7,741
- Avg per participant
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.
- 73rd percentile by assets (of 116,472 plans)
Coverage in Tennessee
Paladin Capital, Inc. ESOP covers 2,942 participants in Tennessee, 2.6x the typical Tennessee plan (state average ~1,122 per filing). Assets: $23M.
- $23M
- total plan assets (2024 EOY)
- 2,942
- covered participants
- 73rd
- percentile by assets (of 116,472 plans)
- $7,741
- avg assets per participant
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.
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.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,122 participants across 2,228 plans. Paladin Capital, Inc. ESOP reports 2,942 participants - 2.6x that state average ($23M EOY assets).
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)
| 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.
Paladin Capital, Inc. ESOP vs. nearby ESOP plans in Tennessee, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Paladin Capital, Inc. ESOP by total assets, not by location.
Frequently Asked Questions
How did Paladin Capital, Inc. ESOP assets move in 2024? ▼
How have Paladin Capital Inc plan assets changed over time? ▼
Which ESOP plans are similar in size to Paladin Capital, Inc. ESOP? ▼
Next read for Paladin Capital, Inc. ESOP
Filing takeaways
Ways to act on Paladin Capital, Inc. ESOP's numbers.
- By total assets, Paladin Capital, Inc. ESOP ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
- Paladin Capital Inc's sponsor-wide assets have declined 77.0% since 2022 across 3 plan years on file. More Transportation & Warehousing 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 621584643.
Read our methodology - how this data is sourced, computed, and verified.