ESOP · DOL Form 5500 · 2022

Coldstream Service Holdings, Inc. ESOP

Data updated 2026-08-11

$5M
Total assets
44
Participants
52nd
Percentile by assets
$119,545
Avg per participant
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Official DOL plan name: Coldstream Service Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Coldstream Service Holdings, Inc. · Pennsylvania · Transportation & Warehousing

$5M in assets, 44 participants

Coldstream Service Holdings, Inc.'s Coldstream Service Holdings, Inc. Employee Stock Ownership Plan reported $5M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • 52nd percentile by assets (of 139,126 plans)
  • #2,109 in Transportation & Warehousing (3,876 peers)

Coldstream Service Holdings, Inc. multi-year trail

Coldstream Service Holdings, Inc.'s plans moved +52.5% in assets from 2022 to 2024; this filing shows Coldstream Service Holdings, Inc. Employee Stock Ownership Plan at $5M / 44 participants.

$5M
total plan assets (2022 EOY)
44
covered participants
52nd
percentile by assets (of 139,126 plans)
$119,545
avg assets per participant

Where Coldstream Service Holdings, Inc. Employee Stock Ownership Plan sits by total assets

Coldstream Service Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,260,000 Top 48% higher than 52% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Pennsylvania
Industry
Transportation & Warehousing

Coldstream Service Holdings, Inc. across 3 plan years on file

Across the 3 plan years Coldstream Service Holdings, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $8M, a gain of 52.5%, while reported participants moved from 44 to 50 (+13.6%). Peak year by sponsor assets: 2024 ($8M); trough: 2022 ($5M).

Coldstream Service Holdings, Inc. multi-year asset trail

$4M$5M$6M$7M$8M$9M 202220232024 $5.26M $8.02M ▲ +52.5%
Total plan assets by year, all Coldstream Service Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 44 $5M
2023 1 49 $7M
2024 1 50 $8M

Coldstream Service Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$13M
Net Income$4M
Employer EIN872620740
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Coldstream Service Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Coldstream Service H…, Total assets ($B): 0.00526 · Participants: 44Coldstream Service H…Wawa, Inc. Employee …, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee …Bradford White Corpo…, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corpo…Sheetz, Inc. Employe…, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employe…Centimark Corporatio…, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporatio…Newage Industries, I…, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, I…
Coldstream Service Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Coldstream Service Holdings, Inc. Employ… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Coldstream Service Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Coldstream Service Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Coldstream Service Holdings, Inc. Employee Stock Ownership Plan surged - up 154.1% during 2022, from $2M to $5M. Reported net income was $4M.
How have Coldstream Service Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coldstream Service Holdings, Inc.'s sponsor-wide assets grew 52.5%, from $5M to $8M.
Which ESOP plans are similar in size to Coldstream Service Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ncp Capco Development Co. Employee Stock Ownership Plan in AL ($5M, 20 participants).

Next read for Coldstream Service Holdings, Inc. Employ…

Multi-year trail

Ways to act on Coldstream Service Holdings, Inc. Employee Stock Ownership Plan's numbers.

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 872620740.

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.