ESOP · DOL Form 5500 · 2024

Chas. W. Ashby Co., Inc. ESOP

Data updated 2026-08-11

$27M
Total assets: 31
Participants: 76th
Percentile by assets: $886,311
Avg per participant

Official DOL plan name: Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan · Sponsored by Chas. W. Ashby Co., Inc. · Alabama · Manufacturing

$27M in assets, 31 participants

Chas. W. Ashby Co., Inc.'s Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan reported $27M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

76th percentile by assets (of 123,622 plans)
#11,893 in Manufacturing (17,777 peers)

Where Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan sits by assets

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 31 participants (~$886,311/participant), up 14.5% in 2024.

$27M
total plan assets (2024 EOY): 31
covered participants: 76th
percentile by assets (of 123,622 plans): $886,311
avg assets per participant

Where Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan sits by total assets

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$27,475,656 Top 24% higher than 76% 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

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan reported participants rose from 30 in the plan year 2023 filing to 31 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Alabama

Industry

Manufacturing

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan outranks 76% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$24M
Net Assets (End of Year)	$27M
Net Income	$3M
Employer EIN	630495804
Plan Effective Date	1965-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Chas. W. Ashby Co., Inc.)

Total plan assets by year, all Chas. W. Ashby Co., Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	29	$21M
2023	1	30	$24M
2024	1	31	$27M

Nearby ESOP Plans in Alabama

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

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants

Starfish Holdings, Inc. Employee Stock Ownership Plan $515M · 1,644
Inline Electric Employee Stock Ownership Plan $243M · 298
Signature Homes Employee Stock Ownership Plan $225M · 125
Radiance Technologies, Inc. Employee Stock Ownership Plan $195M · 1,041
Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries $182M · 958

Compare Chas. W. Ashby Co., Inc. Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan by total assets, not by location.

De Maximis, Inc. Employee Stock Ownership Plan (TN) $27M · 66
Ben Tire Distributors, Ltd. Employee Stock Ownership Plan (IN) $28M · 212
Syblon Reid Construction, Inc. Employee Stock Ownership Plan (CA) $28M · 58
Flooring Partners Employee Stock Ownership (MD) $28M · 64

Frequently Asked Questions

How did Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.5% during 2024, from $24M to $27M. Reported net income was $3M.

How have Chas. W. Ashby Co., Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Chas. W. Ashby Co., Inc.'s sponsor-wide assets grew 29.0%, from $21M to $27M.

Where does Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is De Maximis, Inc. Employee Stock Ownership Plan in TN ($27M, 66 participants).

Next read for Chas. W. Ashby Co., Inc. Employee Stock …

Scale reading

Ways to act on Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan's numbers.

By total assets, Chas. W. Ashby Co., Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Alabama. Compare plans
Chas. W. Ashby Co., Inc.'s sponsor-wide assets have grown 29.0% since 2022 across 3 plan years on file. More Manufacturing 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 630495804.