ESOP · DOL Form 5500 · 2024
Charter Roofing Co., Inc. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $320,508
- Avg per participant High balance/head
Official DOL plan name: Charter Roofing Co., Inc. Employee Stock Ownership Plan · Sponsored by Charter Roofing Co., Inc. · Texas · Construction
$6M in assets, 18 participants
Charter Roofing Co., Inc.'s Charter Roofing Co., Inc. Employee Stock Ownership Plan reported $6M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #3,902 in Construction (9,039 peers)
Charter Roofing Co., Inc. multi-year trail
Charter Roofing Co., Inc.'s plans moved -27.7% in assets from 2022 to 2024; this filing shows Charter Roofing Co., Inc. Employee Stock Ownership Plan at $6M / 18 participants.
- #3,902
- in Construction (9,039 peers)
- -13.0%
- assets change YoY
The plan reported a net loss of $862K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Charter Roofing Co., Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Charter Roofing Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,769,137 45th percentile higher than 45% 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
Charter Roofing Co., 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. Charter Roofing Co., Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charter Roofing Co., Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to -$862K in the plan year 2024 filing.
- Charter Roofing Co., Inc. Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
DOL schedule card
Filing strip 742123832 · Charter Roofing Co., Inc. PY 2024 · ESOP
Charter Roofing Co., Inc. Employee Stock Ownership Plan · $6M · 18 · 45th
- EOY $6M
- 5500 18
- ASSETS 45th
- PCT ESOP
- EIN near Hi-Lo Manufacturing Company Employee Stock Ownership Plan and Trust
- RANK ind #3902
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 Texas →
Charter Roofing Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood
Charter Roofing Co., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Charter Roofing Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 27.68137891751034% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $8M |
| 2023 | 1 | 18 | $7M |
| 2024 | 1 | 18 | $6M |
Charter Roofing Co., Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$862K |
| Employer EIN | 742123832 |
| Plan Effective Date | 2003-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $23.9B · 3,284
- Highland Homes Employee Stock Ownership Plan $983M · 891
- Austin Industries Employee Stock Ownership Plan $527M · 7,703
- Lja Engineering, Inc. Employee Stock Ownership Plan $493M · 1,799
- Air Tractor Holdings, Inc. Employee Stock Ownership Plan $401M · 350
Charter Roofing Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Hi-Lo Manufacturing Company Employee Stock Ownership Plan and Trust in MN ($6M); by covered participants it is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 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.