ESOP · DOL Form 5500 · 2024

James M. Pleasants Company, Inc. ESOP

Data updated 2026-08-06

$89M
Total assets: 183
Participants: 90th
Percentile by assets: $488,974
Avg per participant

Official DOL plan name: James M. Pleasants Company, Inc. Employee Stock Ownership Plan · Sponsored by James M. Pleasants Company, Inc. · North Carolina · Wholesale Trade

$89M in assets, 183 participants

James M. Pleasants Company, Inc.'s James M. Pleasants Company, Inc. Employee Stock Ownership Plan reported $89M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 116,472 plans)

Coverage in North Carolina

James M. Pleasants Company, Inc. Employee Stock Ownership Plan covers 183 participants in North Carolina, about 22% of the average North Carolina filer (state average ~846 per filing). Assets: $89M.

$89M
total plan assets (2024 EOY): 183
covered participants: 90th
percentile by assets (of 116,472 plans): $488,974
avg assets per participant

James M. Pleasants Company, Inc. Employee Stock Ownership Plan reported net income rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
James M. Pleasants Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $76M in the plan year 2023 filing to $89M in the plan year 2024 filing.
James M. Pleasants Company, Inc. Employee Stock Ownership Plan reported participants rose from 166 in the plan year 2023 filing to 183 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

North Carolina

Industry

Wholesale Trade

Participants vs North Carolina filers

In North Carolina, the average filing covers about 846 participants across 3,325 plans. James M. Pleasants Company, Inc. Employee Stock Ownership Plan reports 183 participants - about 22% of that state average ($89M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)	$76M
Net Assets (End of Year)	$89M
Net Income	$14M
Employer EIN	560797189
Plan Effective Date	1983-12-13
Filing Status	FILING RECEIVED

Sponsor Plan History (James M. Pleasants Company, Inc.)

Total plan assets by year, all James M. Pleasants Company, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	340	$75M
2023	2	313	$89M
2024	2	415	$105M

Nearby ESOP Plans in North Carolina

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

James M. Pleasants Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants

Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,396
Ecmd, Inc. Employee Stock Ownership Plan $154M · 969
Precision Walls, Inc. Employee Stock Ownership Plan $143M · 1,228
State Utility Contractors, Inc. Employee Stock Ownership Plan $123M · 158
Recore Employee Stock Ownership Plan $109M · 140

Compare James M. Pleasants Company, Inc. Employe… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to James M. Pleasants Company, Inc. Employee Stock Ownership Plan by total assets, not by location.

Equus Holdings, Inc. Employee Stock Ownership Plan (MN) $89M · 125
First American Bank Corporation Employee Stock Ownership Plan (IL) $90M · 781
Hmc Architects Employee Stock Ownership Plan (CA) $90M · 277
Acct Holdings, Inc. Employee Stock Ownership Plan (PA) $90M · 6,929

Frequently Asked Questions

How did James M. Pleasants Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

James M. Pleasants Company, Inc. Employee Stock Ownership Plan grew sharply - up 18.3% during 2024, from $76M to $89M. Reported net income was $14M.

How have James M. Pleasants Company, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), James M. Pleasants Company, Inc.'s sponsor-wide assets grew 39.6%, from $75M to $105M.

Where does James M. Pleasants Company, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

James M. Pleasants Company, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to James M. Pleasants Company, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Equus Holdings, Inc. Employee Stock Ownership Plan in MN ($89M, 125 participants).

Next read for James M. Pleasants Company, Inc. Employe…

Filing takeaways

Ways to act on James M. Pleasants Company, Inc. Employee Stock Ownership Plan's numbers.

By total assets, James M. Pleasants Company, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
James M. Pleasants Company, Inc.'s sponsor-wide assets have grown 39.6% since 2022 across 3 plan years on file. More Wholesale Trade 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 560797189.

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.