ESOP · DOL Form 5500 · 2024

Cherokee Instruments Inc ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
27th
Percentile by assets National rank
$78,118
Avg per participant Below avg balance/head
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Official DOL plan name: Cherokee Instruments Inc Employee Stock Ownership Plan · Sponsored by Cherokee Instruments Inc · North Carolina · Other Services

$2M in assets, 20 participants

Cherokee Instruments Inc's Cherokee Instruments Inc Employee Stock Ownership Plan reported $2M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #3,981 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Cherokee Instruments Inc Employee Stock Ownership Plan ranks #3,981 of 7,719 2024 filers by assets (1285% of the sector average)-$2M for 20 participants.

#3,981
in Other Services (7,719 peers)
+3.3%
assets growth YoY

Cherokee Instruments Inc Employee Stock Ownership Plan among the smaller filed plans by assets

Cherokee Instruments Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$1,562,367 27th percentile higher than 27% 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

Cherokee Instruments Inc 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. Cherokee Instruments Inc Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cherokee Instruments Inc Employee Stock Ownership Plan reported net income rose from -$57K in the plan year 2023 filing to $50K in the plan year 2024 filing.
  • Cherokee Instruments Inc Employee Stock Ownership Plan reported participants fell from 23 in the plan year 2023 filing to 20 in the plan year 2024 filing.
  • Cherokee Instruments Inc Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 561883979 · Cherokee Instruments Inc PY 2024 · ESOP

Cherokee Instruments Inc Employee Stock Ownership Plan · $2M · 20 · 27th

  • VS-ST $2M
  • BOY 20
  • SCH 27th
  • EBSA ESOP
  • PART near Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust
  • TYPE ind #3981

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 →

Cherokee Instruments Inc Employee Stock Ownership Plan in the asset neighbourhood

Cherokee Instruments Inc Employee Stock Ownership PlanCherokee Instruments Inc Emp…$2MMcdermott-Costa Co., Inc. Employee Stock Ownership Plan and TrustMcdermott-Costa Co., Inc. Em…$2MPackaging Specialties, Inc. Employee Stock Ownership Plan and TrustPackaging Specialties, Inc. …$2MAlaskan Brewing & Bottling Co. Employee Stock Ownership PlanAlaskan Brewing & Bottling C…$2MThe Dude Abides Employee Stock Ownership PlanThe Dude Abides Employee Sto…$2M
End-of-year total assets ($M) among Cherokee Instruments Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$50K
Employer EIN561883979
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cherokee Instruments Inc)

Sponsor-wide plan assets over time

All Cherokee Instruments Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.48155105301074513% vs 2022
2024 filing year
$1.5M$1.52M$1.54M$1.56M$1.58M 202220232024 $1.57M $1.56M ▼ -0.6%
Year Plans Participants Total Assets
2022 1 25 $2M
2023 1 23 $2M
2024 1 20 $2M

Nearby ESOP Plans in North Carolina

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

Cherokee Instruments Inc Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Cherokee Instruments Inc Employee Stock Ownership Plan, Total assets ($M): 1.562367 · Participants: 20Cherokee Instruments 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
Cherokee Instruments Inc Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Cherokee Instruments Inc Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust in CA ($2M); by covered participants it is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Cherokee Instruments Inc Employee Stock Ownership Plan assets move in 2024? ▼
Cherokee Instruments Inc Employee Stock Ownership Plan edged up modestly - up 3.3% during 2024, from $2M to $2M. Reported net income was $50K.
How have Cherokee Instruments Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cherokee Instruments Inc's sponsor-wide assets declined 0.5%, from $2M to $2M.
Which ESOP plans are similar in size to Cherokee Instruments Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mcdermott-Costa Co., Inc. Employee Stock Ownership Plan and Trust in CA ($2M, N/A participants).
Which ESOP plans cover a similar participant headcount to Cherokee Instruments Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Standard Golf Company Employee Stock Ownership Plan in IA (20 participants, $12M 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 561883979.

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.