ESOP · DOL Form 5500 · 2022

Career Strategies, Inc. ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size
93
Participants Small participant base
85th
Percentile by assets National rank
$378,966
Avg per participant High balance/head
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Official DOL plan name: Career Strategies, Inc. Employee Stock Ownership Plan · Sponsored by Career Strategies, Inc. · Texas · Administrative & Support Services

$35M in assets, 93 participants

Career Strategies, Inc.'s Career Strategies, Inc. Employee Stock Ownership Plan reported $35M in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,582 in Administrative & Support Services (4,927 peers)

Where Career Strategies, Inc. Employee Stock Ownership Plan sits by assets

Career Strategies, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $35M for 93 participants (~$378,966/participant), up 33.5% in 2022.

#4,582
in Administrative & Support Services (4,927 peers)
+33.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Career Strategies, Inc. Employee Stock Ownership Plan's outsized position by total assets

Career Strategies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$35,243,851 Top 15% higher than 85% 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

Career Strategies, 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. Career Strategies, Inc. Employee Stock Ownership Plan is a small filing (93 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 832725927 · Career Strategies, Inc. PY 2022 · ESOP

Career Strategies, Inc. Employee Stock Ownership Plan · $35M · 93 · 85th

  • BOY $35M
  • SCH 93
  • EBSA 85th
  • PART ESOP
  • TYPE near Travel Store Employee Stock Ownership Plan
  • NET ind #4582

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 Texas →

Career Strategies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bank Forward Employee Stock Ownership PlanBank Forward Employee Stock …$35MHub Truck Rental Corp. Employee Stock Ownership PlanHub Truck Rental Corp. Emplo…$35MTravel Store Employee Stock Ownership PlanTravel Store Employee Stock …$35MCareer Strategies, Inc. Employee Stock Ownership PlanCareer Strategies, Inc. Empl…$35MPayne County Bank Employee Stock Ownership PlanPayne County Bank Employee S…$35M
End-of-year total assets ($M) among Career Strategies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$1M
Net Income$10M
Employer EIN832725927
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Career Strategies, Inc.)

Sponsor-wide plan assets over time

All Career Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 13.723197080855144% vs 2022
2024 filing year
$40M$42M$44M$46M$48M 202220232024 $40.6M $46.2M ▲ +13.7%
Year Plans Participants Total Assets
2022 2 188 $41M
2023 1 98 $41M
2024 1 102 $46M

Nearby ESOP Plans in Texas

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

Career Strategies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Career Strategies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.035243851 · Participants: 93Career Strategies, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Career Strategies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Career Strategies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Travel Store Employee Stock Ownership Plan in CA ($35M); by covered participants it is Oasys, Inc. Employee Stock Ownership Plan in AL (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Career Strategies, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Career Strategies, Inc. Employee Stock Ownership Plan surged - up 33.5% during 2022, from $26M to $35M. Reported net income was $10M.
How have Career Strategies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Career Strategies, Inc.'s sponsor-wide assets grew 13.7%, from $41M to $46M.
Where does Career Strategies, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Career Strategies, Inc. Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Career Strategies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Travel Store Employee Stock Ownership Plan in CA ($35M, 94 participants).
Which ESOP plans cover a similar participant headcount to Career Strategies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Oasys, Inc. Employee Stock Ownership Plan in AL (93 participants, $14M 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 832725927.

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.