Other
2022 plan-year Other DOL Form 5500

Consigli Building Group Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Consigli Building Group, Inc. · Massachusetts · Construction

What the 2023 filing shows

Consigli Building Group Employee Stock Ownership Plan holds $495M for 1,315 participants — about $376,444 per participant, up 23.0% over the 2022 plan year.

$495M
total plan assets (2022 EOY)
1,315
covered participants
$376,444
avg assets per participant
+23.0%
assets growth YoY
Total Assets (2023)
$495M
Participants
1,315
Industry
Construction

What the Filing Says About Consigli Building Group Employee Stock Ownership Plan

Consigli Building Group Employee Stock Ownership Plan is a Other retirement plan sponsored by Consigli Building Group, Inc., headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $495M in total end-of-year assets and covers 1,315 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 270396940, and the plan has been effective since 2017-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $402M at the beginning of 2022 to $495M at year-end — a gain of 23.0%. Net assets (after liabilities) closed the year at $494M, with reported net income of $93M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$402M
Total Assets (End of Year)$495M
Net Assets (End of Year)$494M
Net Income$93M
Plan TypeOther
Employer EIN270396940
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Consigli Building Group, Inc.)

Year Plans Participants Total Assets
2022 1 1,315 $495M
2023 1 1,511 $612M
2024 1 1,684 $729M

Nearby Other Plans in Massachusetts

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

Frequently Asked Questions

How much money is in the Consigli Building Group Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Consigli Building Group Employee Stock Ownership Plan holds $495M in total assets with 1,315 participants. It is sponsored by Consigli Building Group, Inc..
What type of plan is Consigli Building Group Employee Stock Ownership Plan?
Consigli Building Group Employee Stock Ownership Plan is a Other plan. It has been effective since 2017-01-01. The plan is filed with the U.S. Department of Labor under EIN 270396940.
Who sponsors the Consigli Building Group Employee Stock Ownership Plan?
Consigli Building Group Employee Stock Ownership Plan is sponsored by Consigli Building Group, Inc., located in Massachusetts. The sponsor's EIN is 270396940 and the plan operates in the Construction industry.
How did Consigli Building Group Employee Stock Ownership Plan perform in 2022?
Consigli Building Group Employee Stock Ownership Plan grew by 23.0% during 2022, moving from $402M to $495M in total assets. Net income was $93M.
Where can I find official filings for Consigli Building Group Employee Stock Ownership Plan?
Official Form 5500 filings for Consigli Building Group Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 270396940 or plan name at efast.dol.gov.
How does Consigli Building Group Employee Stock Ownership Plan compare to other plans?
You can compare Consigli Building Group Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 270396940.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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