ESOP · DOL Form 5500 · 2024
Medlock & Associates Engineering, P.a. ESOP
Data updated 2026-08-11
- $114K
- Total assets
- 11
- Participants
- 7th
- Percentile by assets
- $10,364
- Avg per participant
Official DOL plan name: Medlock Employee Stock Ownership Plan · Sponsored by Medlock & Associates Engineering, P.a. · North Carolina · Professional & Technical Services
$114K in assets, 11 participants
Medlock & Associates Engineering, P.a.'s Medlock Employee Stock Ownership Plan reported $114K in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.
- 7th percentile by assets (of 123,622 plans)
- #1,197 in Professional & Technical Services (20,173 peers)
Medlock & Associates Engineering, P.a. multi-year trail
Medlock & Associates Engineering, P.a.'s plans moved +12.9% in assets from 2022 to 2024; this filing shows Medlock Employee Stock Ownership Plan at $114K / 11 participants.
- $114K
- total plan assets (2024 EOY)
- 11
- covered participants
- 7th
- percentile by assets (of 123,622 plans)
- $10,364
- avg assets per participant
Where Medlock Employee Stock Ownership Plan sits by total assets
Medlock Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$114,000 7th percentile higher than 7% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Medlock Employee Stock Ownership Plan reported net income fell from $55K in the plan year 2023 filing to $37K in the plan year 2024 filing.
- Medlock Employee Stock Ownership Plan end-of-year assets fell from $117K in the plan year 2023 filing to $114K in the plan year 2024 filing.
Medlock & Associates Engineering, P.a. across 3 plan years on file
Across the 3 plan years Medlock & Associates Engineering, P.a. has on file (2022-2024), sponsor-wide plan assets have moved from $101K to $114K, a gain of 12.9%, while reported participants moved from 12 to 11 (-8.3%). Peak year by sponsor assets: 2023 ($117K); trough: 2022 ($101K).
Medlock & Associates Engineering, P.a. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $101K |
| 2023 | 1 | 11 | $117K |
| 2024 | 1 | 11 | $114K |
Medlock & Associates Engineering, P.a. filing trail (2024)
| Total Assets (Beginning of Year) | $117K |
|---|---|
| Net Assets (End of Year) | -$1M |
| Net Income | $37K |
| Employer EIN | 261264452 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
Medlock 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
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $133M · 279
- State Utility Contractors, Inc. Employee Stock Ownership Plan $123M · 158
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Medlock Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Medlock Employee Stock Ownership Plan assets move in 2024? ▼
How have Medlock & Associates Engineering, P.a. plan assets changed over time? ▼
Where does Medlock Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Medlock Employee Stock Ownership Plan? ▼
Next read for Medlock Employee Stock Ownership Plan
Multi-year trail
Ways to act on Medlock Employee Stock Ownership Plan's numbers.
- By total assets, Medlock Employee Stock Ownership Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
- Medlock & Associates Engineering, P.a.'s sponsor-wide assets have grown 12.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans