ESOP · DOL Form 5500 · 2024
James M. Pleasants Company, Inc. ESOP
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 183
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $488,974
- Avg per participant High balance/head
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.
- #5,549 in Wholesale Trade (6,080 peers)
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 ~819 per filing). Assets: $89M.
- #5,549
- in Wholesale Trade (6,080 peers)
- +18.3%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
James M. Pleasants Company, Inc. Employee Stock Ownership Plan's outsized position by total assets
James M. Pleasants Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$89,482,239 Top 10% higher than 90% 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
James M. Pleasants Company, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James M. Pleasants Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (183 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 560797189 · James M. Pleasants Company, Inc. PY 2024 · ESOP
James M. Pleasants Company, Inc. Employee Stock Ownership Plan · $89M · 183 · 90th
- RANK $89M
- PHOTO 183
- IND 90th
- EOY ESOP
- 5500 near Equus Holdings, Inc. Employee Stock Ownership Plan
- ASSETS ind #5549
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 →
James M. Pleasants Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All James M. Pleasants Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 39.585633960868215% vs 2022
- 2024 filing year
| 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.
- 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
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $133M · 279
- State Utility Contractors, Inc. Employee Stock Ownership Plan $123M · 158
James M. Pleasants Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is Equus Holdings, Inc. Employee Stock Ownership Plan in MN ($89M); by covered participants it is Power House Plastering Employee Stock Ownership Plan in NV (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Power House Plastering Employee Stock Ownership Plan (NV) 183 · 0 off
- Aveka Group, Inc. Employee Stock Ownership Plan and Trust (MN) 183 · 0 off
- Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan (MD) 183 · 0 off
- Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan (AR) 183 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.