ESOP · DOL Form 5500 · 2022

Cotterman Holdings, Inc. ESOP

Data updated 2026-08-11

$30M
Total assets
92
Participants
83rd
Percentile by assets
$320,652
Avg per participant
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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.

  • 83rd percentile by assets (of 139,126 plans)
  • #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.

$30M
total plan assets (2022 EOY)
92
covered participants
83rd
percentile by assets (of 139,126 plans)
$320,652
avg assets per participant

Where Cotterman Companies Employee Stock Ownership Plan sits 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 $2,010,000,000 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
Ohio
Industry
Construction

Cotterman Companies Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Cotterman Companies Employee Stock Ownership Plan outranks 83% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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.)

$20M$40M$60M$80M$100M 202220232024 $29.5M $90M ▲ +205.1%
Total plan assets by year, all Cotterman Holdings, Inc. plans on file
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 ($B) Participants Cotterman Companies …, Total assets ($B): 0.0295 · Participants: 92Cotterman Companies …Procter & Gamble Pro…, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industri…Advanced Drainage Sy…, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Sy…Messer Inc. Employee…, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee…Cleveland Steel Cont…, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Cont…
Cotterman Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Cotterman Companies Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Cotterman Companies Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Cotterman Companies Employee Stock Owner…

Scale reading

Ways to act on Cotterman Companies Employee Stock Ownership Plan's numbers.

  • By total assets, Cotterman Companies Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
  • Cotterman Holdings, Inc.'s sponsor-wide assets have grown 205.1% since 2022 across 3 plan years on file. More Construction plans

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.