ESOP · DOL Form 5500 · 2022

Cotterman Holdings, Inc. ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
92
Participants Small participant base
83rd
Percentile by assets National rank
$320,652
Avg per participant High balance/head
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Official DOL plan name: Cotterman Companies Employee Stock Ownership Plan · Sponsored by Cotterman Holdings, Inc. · Ohio · Construction

$30M in assets, 92 participants

Cotterman Holdings, Inc.'s Cotterman Companies Employee Stock Ownership Plan reported $30M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #8,105 in Construction (9,927 peers)

Where Cotterman Companies Employee Stock Ownership Plan sits by assets

Cotterman Companies Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $30M for 92 participants (~$320,652/participant), up 67.6% in 2022.

#8,105
in Construction (9,927 peers)
+67.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cotterman Companies Employee Stock Ownership Plan's outsized position by total assets

Cotterman Companies Employee Stock Ownership Plan vs every filed plan by assets

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

$29,500,000 Top 17% higher than 83% 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

Cotterman Companies 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. Cotterman Companies Employee Stock Ownership Plan is a small filing (92 participants) on this national headcount ladder.

DOL schedule card

Filing strip 844090301 · Cotterman Holdings, Inc. PY 2022 · ESOP

Cotterman Companies Employee Stock Ownership Plan · $30M · 92 · 83rd

  • PART $30M
  • TYPE 92
  • NET 83rd
  • BOOK ESOP
  • VS-ST near Financial Corporation of Louisiana ESOP Stock Ownership Plan
  • BOY ind #8105

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 Ohio →

Cotterman Companies Employee Stock Ownership Plan in the asset neighbourhood

Control Air Employee Stock Ownership PlanControl Air Employee Stock O…$30MFinancial Corporation of Louisiana ESOP Stock Ownership PlanFinancial Corporation of Lou…$30MCotterman Companies Employee Stock Ownership PlanCotterman Companies Employee…$30MDalco Industries Inc Employee Stock Ownership PlanDalco Industries Inc Employe…$29MEileen Fisher, Inc. Employee Stock Ownership PlanEileen Fisher, Inc. Employee…$29M
End-of-year total assets ($M) among Cotterman Companies 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)$18M
Net Assets (End of Year)$6M
Net Income$13M
Employer EIN844090301
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cotterman Holdings, Inc.)

Sponsor-wide plan assets over time

All Cotterman Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 205.08474576271186% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $29.5M $90M ▲ +205.1%
Year Plans Participants Total Assets
2022 1 92 $30M
2023 1 92 $53M
2024 1 84 $90M

Nearby ESOP Plans in Ohio

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

Cotterman Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Cotterman Companies Employee Stock Ownership Plan, Total assets ($B): 0.0295 · Participants: 92Cotterman Companies Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Cotterman Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Cotterman Companies Employee Stock Ownership Plan side-by-side with 3 peers →

Cotterman Companies Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Financial Corporation of Louisiana ESOP Stock Ownership Plan in LA ($30M); by covered participants it is Hebron Companies, Inc. Employee Stock Ownership Plan and Trust in ND (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Cotterman Companies Employee Stock Ownership Plan assets move in 2022? ▼
Cotterman Companies Employee Stock Ownership Plan surged - up 67.6% during 2022, from $18M to $30M. Reported net income was $13M.
How have Cotterman Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cotterman Holdings, Inc.'s sponsor-wide assets grew 205.1%, from $30M to $90M.
Where does Cotterman Companies Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cotterman Companies Employee Stock Ownership Plan ranks in the 83rd 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 Cotterman Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Financial Corporation of Louisiana ESOP Stock Ownership Plan in LA ($30M, 131 participants).
Which ESOP plans cover a similar participant headcount to Cotterman Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hebron Companies, Inc. Employee Stock Ownership Plan and Trust in ND (92 participants, $18M 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 844090301.

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.