ESOP · DOL Form 5500 · 2024

Robert E. Mason & Associates, Inc. ESOP

Data updated 2026-08-11

$133M
Total assets: 279
Participants: 92nd
Percentile by assets: $475,635
Avg per participant

Official DOL plan name: Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Robert E. Mason & Associates, Inc. · North Carolina · Wholesale Trade

$133M in assets, 279 participants

Robert E. Mason & Associates, Inc.'s Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan reported $133M in total assets and 279 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 123,622 plans)
#5,703 in Wholesale Trade (6,080 peers)

Coverage in North Carolina

Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan covers 279 participants in North Carolina, about 34% of the average North Carolina filer (state average ~819 per filing). Assets: $133M.

$133M
total plan assets (2024 EOY): 279
covered participants: 92nd
percentile by assets (of 123,622 plans): $475,635
avg assets per participant

Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $102M in the plan year 2023 filing to $133M in the plan year 2024 filing.
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $27M in the plan year 2023 filing to $33M in the plan year 2024 filing.
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 273 in the plan year 2023 filing to 279 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 819 participants across 3,515 plans. Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan reports 279 participants - about 34% of that state average ($133M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)	$102M
Net Assets (End of Year)	$94M
Net Income	$33M
Employer EIN	561782982
Plan Effective Date	2016-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Robert E. Mason & Associates, Inc.)

Total plan assets by year, all Robert E. Mason & Associates, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	552	$131M
2023	2	598	$170M
2024	2	630	$210M

Nearby ESOP Plans in North Carolina

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

Robert E. Mason & Associates, 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 Robert E. Mason & Associates, Inc. Emplo… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

Sc Holdings, Inc. Employee Stock Ownership Plan (ME) $133M · 513
Rincon Research Corporation Money Purchase Pension Plan (AZ) $132M · 367
Energy Air, Inc. ESOP (FL) $132M · 365
Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan (MN) $133M · 903

Frequently Asked Questions

How did Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan grew sharply - up 30.0% during 2024, from $102M to $133M. Reported net income was $33M.

How have Robert E. Mason & Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Robert E. Mason & Associates, Inc.'s sponsor-wide assets grew 60.6%, from $131M to $210M.

Where does Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 123,622 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 Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Sc Holdings, Inc. Employee Stock Ownership Plan in ME ($133M, 513 participants).

Next read for Robert E. Mason & Associates, Inc. Emplo…

Filing takeaways

Ways to act on Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Robert E. Mason & Associates, 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
Robert E. Mason & Associates, Inc.'s sponsor-wide assets have grown 60.6% 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 561782982.