ESOP · DOL Form 5500 · 2022

Cornerstone Benefits, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
37
Participants Small participant base
74th
Percentile by assets National rank
$432,749
Avg per participant High balance/head
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Official DOL plan name: Cornerstone Benefits, Inc. Employee Stock Ownership Plan · Sponsored by Cornerstone Benefits, Inc. · Pennsylvania · Finance & Insurance

$16M in assets, 37 participants

Cornerstone Benefits, Inc.'s Cornerstone Benefits, Inc. Employee Stock Ownership Plan reported $16M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,459 in Finance & Insurance (9,261 peers)

Cornerstone Benefits, Inc. multi-year trail

Cornerstone Benefits, Inc.'s plans moved +43.8% in assets from 2022 to 2024; this filing shows Cornerstone Benefits, Inc. Employee Stock Ownership Plan at $16M / 37 participants.

#5,459
in Finance & Insurance (9,261 peers)
-4.2%
assets change YoY

The plan reported a net loss of $324K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cornerstone Benefits, Inc. Employee Stock Ownership Plan's outsized position by total assets

Cornerstone Benefits, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,011,695 Top 26% higher than 74% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Cornerstone Benefits, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cornerstone Benefits, Inc. Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 272218037 · Cornerstone Benefits, Inc. PY 2022 · ESOP

Cornerstone Benefits, Inc. Employee Stock Ownership Plan · $16M · 37 · 74th

  • PHOTO $16M
  • PHOTO 37
  • PHOTO 74th
  • PHOTO ESOP
  • PHOTO near Asi Commercial Roofing & Maintenance Inc. Employee Stock Ownership Plan
  • PHOTO ind #5459

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 Pennsylvania →

Cornerstone Benefits, Inc. Employee Stock Ownership Plan in the asset neighbourhood

One Source Equipment Rentals Employee Stock Ownership PlanOne Source Equipment Rentals…$16MThe Hartwell Corporation Employee Stock OwnershipThe Hartwell Corporation Emp…$16MHsi Sensing Employee Stock Ownership PlanHsi Sensing Employee Stock O…$16MAsi Commercial Roofing & Maintenance Inc. Employee Stock Ownership PlanAsi Commercial Roofing & Mai…$16MCornerstone Benefits, Inc. Employee Stock Ownership PlanCornerstone Benefits, Inc. E…$16M
End-of-year total assets ($M) among Cornerstone Benefits, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Cornerstone Benefits, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cornerstone Benefits, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 43.79281518914768% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16M $23M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 37 $16M
2023 1 36 $17M
2024 1 36 $23M

Cornerstone Benefits, Inc. filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$5M
Net Income-$324K
Employer EIN272218037
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Cornerstone Benefits, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Cornerstone Benefits, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.016011695 · Participants: 37Cornerstone Benefits, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Cornerstone Benefits, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Cornerstone Benefits, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cornerstone Benefits, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Asi Commercial Roofing & Maintenance Inc. Employee Stock Ownership Plan in OH ($16M); by covered participants it is Sdg Architects, Inc. ESOP in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cornerstone Benefits, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Cornerstone Benefits, Inc. Employee Stock Ownership Plan edged down modestly - down 4.2% during 2022, from $17M to $16M. Reported net income was -$324K.
How have Cornerstone Benefits, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cornerstone Benefits, Inc.'s sponsor-wide assets grew 43.8%, from $16M to $23M.
Which ESOP plans are similar in size to Cornerstone Benefits, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Asi Commercial Roofing & Maintenance Inc. Employee Stock Ownership Plan in OH ($16M, 67 participants).
Which ESOP plans cover a similar participant headcount to Cornerstone Benefits, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (37 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272218037.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.