ESOP · DOL Form 5500 · 2022

Hdl Coren & Cone ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
12
Participants Small participant base
63rd
Percentile by assets National rank
$777,901
Avg per participant High balance/head
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Official DOL plan name: Hdl Coren & Cone, Inc. Employee Stock Ownership Plan · Sponsored by Hdl Coren & Cone · California · Professional & Technical Services

$9M in assets, 12 participants

Hdl Coren & Cone's Hdl Coren & Cone, Inc. Employee Stock Ownership Plan reported $9M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,386 in Professional & Technical Services (21,562 peers)

Hdl Coren & Cone multi-year trail

Hdl Coren & Cone's plans moved +45.9% in assets from 2022 to 2024; this filing shows Hdl Coren & Cone, Inc. Employee Stock Ownership Plan at $9M / 12 participants.

#13,386
in Professional & Technical Services (21,562 peers)
-0.6%
assets change YoY

The plan reported a net loss of $58K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,334,810 Top 37% higher than 63% 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

Hdl Coren & Cone, 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. Hdl Coren & Cone, Inc. Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.

DOL schedule card

Filing strip 954398586 · Hdl Coren & Cone PY 2022 · ESOP

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan · $9M · 12 · 63rd

  • BOOK $9M
  • BOOK 12
  • BOOK 63rd
  • BOOK ESOP
  • BOOK near Happy Harry's Holdings, Inc. Employee Stock Ownership Plan
  • BOOK ind #13386

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 California →

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mechworks Mechanical Contractors Inc Employee Stock Ownership PlanMechworks Mechanical Contrac…$9MHdl Coren & Cone, Inc. Employee Stock Ownership PlanHdl Coren & Cone, Inc. Emplo…$9MHappy Harry's Holdings, Inc. Employee Stock Ownership PlanHappy Harry's Holdings, Inc.…$9MMidwest Wheel Companies Employee Stock Ownership PlanMidwest Wheel Companies Empl…$9MMidstate Bancorp Employee Stock Ownership PlanMidstate Bancorp Employee St…$9M
End-of-year total assets ($M) among Hdl Coren & Cone, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Hdl Coren & Cone multi-year asset trail

Sponsor-wide plan assets over time

All Hdl Coren & Cone plans reported in each filing year

Latest sponsor-wide plan assets
$17M 45.88652986463374% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.8M ▲ +45.9%
Year Plans Participants Total Assets
2022 2 27 $11M
2023 2 24 $13M
2024 2 26 $17M

Hdl Coren & Cone filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$58K
Employer EIN954398586
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Hdl Coren & Cone, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00933481 · Participants: 12Hdl Coren & Cone, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Hdl Coren & Cone, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Hdl Coren & Cone, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Happy Harry's Holdings, Inc. Employee Stock Ownership Plan in ND ($9M); by covered participants it is Averest, Incorporated Employee Stock Ownership Plan in GA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Hdl Coren & Cone, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Hdl Coren & Cone, Inc. Employee Stock Ownership Plan held essentially flat - down 0.6% during 2022, from $9M to $9M. Reported net income was -$58K.
How have Hdl Coren & Cone plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hdl Coren & Cone's sponsor-wide assets grew 45.9%, from $11M to $17M.
Which ESOP plans are similar in size to Hdl Coren & Cone, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Happy Harry's Holdings, Inc. Employee Stock Ownership Plan in ND ($9M, 53 participants).
Which ESOP plans cover a similar participant headcount to Hdl Coren & Cone, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Averest, Incorporated Employee Stock Ownership Plan in GA (12 participants, $4M 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 954398586.

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.