ESOP · DOL Form 5500 · 2024

New American Embroidery, Inc. ESOP

Data updated 2026-08-25

$305K
Total assets Small plan by assets
41
Participants Small participant base
14th
Percentile by assets National rank
$7,439
Avg per participant Low balance/head
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Official DOL plan name: New American Embroidery, Inc. Employee Stock Ownership Plan · Sponsored by New American Embroidery, Inc. · South Carolina · Manufacturing

$305K in assets, 41 participants

New American Embroidery, Inc.'s New American Embroidery, Inc. Employee Stock Ownership Plan reported $305K in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #928 in Manufacturing (17,777 peers)

New American Embroidery, Inc. multi-year trail

New American Embroidery, Inc.'s plans moved -17.6% in assets from 2022 to 2024; this filing shows New American Embroidery, Inc. Employee Stock Ownership Plan at $305K / 41 participants.

#928
in Manufacturing (17,777 peers)
-4.7%
assets change YoY

New American Embroidery, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

New American Embroidery, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$305,000 14th percentile higher than 14% 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

New American Embroidery, 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. New American Embroidery, Inc. Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New American Embroidery, Inc. Employee Stock Ownership Plan reported net income rose from $150K in the plan year 2023 filing to $185K in the plan year 2024 filing.
  • New American Embroidery, Inc. Employee Stock Ownership Plan end-of-year assets fell from $320K in the plan year 2023 filing to $305K in the plan year 2024 filing.
  • New American Embroidery, Inc. Employee Stock Ownership Plan reported participants rose from 40 in the plan year 2023 filing to 41 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 823930411 · New American Embroidery, Inc. PY 2024 · ESOP

New American Embroidery, Inc. Employee Stock Ownership Plan · $305K · 41 · 14th

  • EIN $305K
  • RANK 41
  • PHOTO 14th
  • IND ESOP
  • EOY near Scj Associates, Inc. Employee Stock Ownership Plan
  • 5500 ind #928

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 South Carolina →

New American Embroidery, Inc. Employee Stock Ownership Plan in the asset neighbourhood

New American Embroidery, Inc. Employee Stock Ownership PlanNew American Embroidery, Inc…$305KScj Associates, Inc. Employee Stock Ownership PlanScj Associates, Inc. Employe…$306KHome Science Tools Employee Stock Ownership PlanHome Science Tools Employee …$304KQuestra Holdings, Inc. Employee Stock Ownership PlanQuestra Holdings, Inc. Emplo…$304KSav-on Plating Inc. Employee Stock Ownership PlanSav-on Plating Inc. Employee…$304K
End-of-year total assets ($M) among New American Embroidery, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New American Embroidery, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All New American Embroidery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$305K 17.56756756756757% vs 2022
2024 filing year
$0.3M$0.32M$0.34M$0.36M$0.38M 202220232024 $0.37M $0.31M ▼ -16.2%
Year Plans Participants Total Assets
2022 1 33 $370K
2023 1 40 $320K
2024 1 41 $305K

New American Embroidery, Inc. filing trail (2024)

Total Assets (Beginning of Year)$320K
Net Assets (End of Year)-$3M
Net Income$185K
Employer EIN823930411
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

New American Embroidery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -100102030 Total assets ($M) Participants New American Embroidery, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.305 · Participants: 41New American Embroidery, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.654978 · Participants: 56Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.112249 · Participants: 373Life Cycle Engineering, Inc. Employee Stock Ownership PlanNgroup Employee Stock Ownership Plan, Total assets ($M): 24.95 · Participants: 1859Ngroup Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 20.702964 · Participants: 31Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 16.915451 · Participants: 286Synergi Employee Stock Ownership Plan
New American Embroidery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare New American Embroidery, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

New American Embroidery, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Scj Associates, Inc. Employee Stock Ownership Plan in NY ($306K); by covered participants it is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 New American Embroidery, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
New American Embroidery, Inc. Employee Stock Ownership Plan edged down modestly - down 4.7% during 2024, from $320K to $305K. Reported net income was $185K.
How have New American Embroidery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New American Embroidery, Inc.'s sponsor-wide assets declined 17.6%, from $370K to $305K.
Where does New American Embroidery, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
New American Embroidery, Inc. Employee Stock Ownership Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to New American Embroidery, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Scj Associates, Inc. Employee Stock Ownership Plan in NY ($306K, 7 participants).
Which ESOP plans cover a similar participant headcount to New American Embroidery, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO (41 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 823930411.

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.