ESOP · DOL Form 5500 · 2022

Cornerstone Holdings, Inc. ESOP

Data updated 2026-08-11

$32M
Total assets
43
Participants
84th
Percentile by assets
$754,785
Avg per participant
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Official DOL plan name: Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Cornerstone Holdings, Inc. · Alaska · Administrative & Support Services

$32M in assets, 43 participants

Cornerstone Holdings, Inc.'s Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust reported $32M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 139,126 plans)
  • #4,562 in Administrative & Support Services (4,927 peers)

Where Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust sits by assets

Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $32M for 43 participants (~$754,785/participant), down 0.1% in 2022.

$32M
total plan assets (2022 EOY)
43
covered participants
84th
percentile by assets (of 139,126 plans)
$754,785
avg assets per participant

Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust vs the 2022 asset distribution

By assets, Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust outranks 84% 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)$32M
Net Assets (End of Year)$29M
Net Income$174K
Employer EIN274133863
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cornerstone Holdings, Inc.)

$30M$32M$34M$36M$38M$40M 202220232024 $32.5M $39M ▲ +20.0%
Total plan assets by year, all Cornerstone Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 43 $32M
2023 1 37 $37M
2024 1 40 $39M

Nearby ESOP Plans in Alaska

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

Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Alaska, assets vs. participants

Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Alaska, assets vs. participants Scatter plot of 6 data points. -50050100150 010203040 Total assets ($M) Participants Cornerstone Holdings…Alaska Rubber & Supp…Alaska Garden and Pe…Tyler Rental, Inc. E…Alaska Rent-a-Car, I…Madison Lumber & Har…
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Alaska, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust assets move in 2022?
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust held essentially flat - down 0.1% during 2022, from $32M to $32M. Reported net income was $174K.
How have Cornerstone Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cornerstone Holdings, Inc.'s sponsor-wide assets grew 20.0%, from $32M to $39M.
Where does Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers?
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust ranks in the 84th 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 Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Infoworks Employee Stock Ownership Plan and Trust in TN ($32M, 95 participants).

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