ESOP · DOL Form 5500 · 2022
Comstock Advisors ESOP
Data updated 2026-08-11
- $5M
- Total assets
- 12
- Participants
- 50th
- Percentile by assets
- $396,941
- Avg per participant
Official DOL plan name: Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan · Sponsored by Comstock Advisors · Ohio · Professional & Technical Services
$5M in assets, 12 participants
Comstock Advisors's Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan reported $5M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- 50th percentile by assets (of 139,126 plans)
- #10,217 in Professional & Technical Services (21,562 peers)
2022 asset change
Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan declined sharply 17.2% in 2022 ($6M → $5M) for 12 participants.
- $5M
- total plan assets (2022 EOY)
- 12
- covered participants
- 50th
- percentile by assets (of 139,126 plans)
- $396,941
- avg assets per participant
The plan reported a net loss of $991K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan sits by total assets
Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,763,295 Top 50% higher than 50% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
2022 asset move for Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan
Year over year, total assets declined sharply from $6M at the start of 2022 to $5M at year-end (down 17.2%). Net assets closed at $5M; reported net income -$991K.
Comstock Advisors years around the 2022 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $5M |
| 2023 | 1 | 11 | $5M |
| 2024 | 1 | 11 | $5M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$991K |
| Employer EIN | 341823071 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 30,782
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.4B · 1,000
- Advanced Drainage Systems, Inc. Employee Stock Ownership Plan $559M · 3,337
- Messer Inc. Employee Stock Ownership Plan $557M · 808
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $445M · 407
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
How have Comstock Advisors plan assets changed over time? ▼
Which ESOP plans are similar in size to Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan? ▼
Next read for Comstock Valuation Advisors, Inc. Employ…
2022 change
Ways to act on Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
- Comstock Advisors's sponsor-wide assets have declined 1.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans