ESOP
2022 plan-year ESOP DOL Form 5500

C. H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

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

C. H. GUERNSEY & COMPANY

This ESOP plan holds $28M in total assets and serves 75 participants as of 2022. It is sponsored by C. H. GUERNSEY & COMPANY in Oklahoma. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$28M
Participants
75
State
Industry
Professional & Technical Services

What the Filing Says About C. H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

C. H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN is a ESOP retirement plan sponsored by C. H. GUERNSEY & COMPANY, headquartered in Oklahoma. As of the 2022 Form 5500 filing, the plan reports $28M in total end-of-year assets and covers 75 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 730590816, and the plan has been effective since 1984-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $28M at the beginning of 2022 to $28M at year-end — a gain of 2.0%. Net assets (after liabilities) closed the year at $22M, with reported net income of $2M 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)$28M
Total Assets (End of Year)$28M
Net Assets (End of Year)$22M
Net Income$2M
Plan TypeESOP
Employer EIN730590816
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C. H. GUERNSEY & COMPANY)

Year Plans Participants Total Assets
2022 2 183 $59M
2023 2 229 $72M
2024 2 277 $76M

Nearby ESOP Plans in Oklahoma

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

Frequently Asked Questions

How much money is in the C. H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2022 Form 5500 filing, C. H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN holds $28M in total assets with 75 participants. It is sponsored by C. H. GUERNSEY & COMPANY.
What type of plan is C. H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN?
C. H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN is a ESOP plan. It has been effective since 1984-06-01. The plan is filed with the U.S. Department of Labor under EIN 730590816.
Who sponsors the C. H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN?
C. H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by C. H. GUERNSEY & COMPANY, located in Oklahoma. The sponsor's EIN is 730590816 and the plan operates in the Professional & Technical Services industry.
How did C. H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN perform in 2022?
C. H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN grew by 2.0% during 2022, moving from $28M to $28M in total assets. Net income was $2M.
Where can I find official filings for C. H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for C. H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 730590816 or plan name at efast.dol.gov.
How does C. H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare C. H. GUERNSEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN against other ESOP plans on the plan type page, or view plans in Oklahoma on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 730590816.

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 official public datasets. See our methodology for details.