ESOP · DOL Form 5500 · 2024
Robert E. Mason & Associates, Inc. ESOP
Data updated 2026-08-25
- $133M
- Total assets Near avg plan size
- 279
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $475,635
- Avg per participant High balance/head
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.
- #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.
- #5,703
- in Wholesale Trade (6,080 peers)
- +30.0%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$132,702,062 Top 8% higher than 92% 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
Robert E. Mason & Associates, 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. Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (279 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Plan-year Form 5500 strip
Filing strip 561782982 · Robert E. Mason & Associates, Inc. PY 2024 · ESOP
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan · $133M · 279 · 92nd
- PCT $133M
- EIN 279
- RANK 92nd
- PHOTO ESOP
- IND near Sc Holdings, Inc. Employee Stock Ownership Plan
- EOY ind #5703
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 →
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Robert E. Mason & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $210M 60.60298405463668% vs 2022
- 2024 filing year
| 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.
- 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
Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is Sc Holdings, Inc. Employee Stock Ownership Plan in ME ($133M); by covered participants it is Seretta Construction Employee Stock Ownership Plan in FL (279 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($133M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (279 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.