ESOP · DOL Form 5500 · 2022

Cobb, Fendley & Associates, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
482
Participants Below avg headcount
79th
Percentile by assets National rank
$45,683
Avg per participant Low balance/head
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Official DOL plan name: Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Cobb, Fendley & Associates, Inc. · Texas · Professional & Technical Services

$22M in assets, 482 participants

Cobb, Fendley & Associates, Inc.'s Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan reported $22M in total assets and 482 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,029 in Professional & Technical Services (21,562 peers)

Where Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan sits by assets

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $22M for 482 participants (~$45,683/participant), up 4.5% in 2022.

#17,029
in Professional & Technical Services (21,562 peers)
+4.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$22,019,376 Top 21% higher than 79% 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

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (482 participants).

EBSA filing schedule strip

Filing strip 742192879 · Cobb, Fendley & Associates, Inc. PY 2022 · ESOP

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan · $22M · 482 · 79th

  • RANK $22M
  • PHOTO 482
  • IND 79th
  • EOY ESOP
  • 5500 near Stafford Development Company Employee Stock Ownership Plan
  • ASSETS ind #17029

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 Texas →

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sera Architects, Inc. Employee Stock Ownership PlanSera Architects, Inc. Employ…$22MStafford Development Company Employee Stock Ownership PlanStafford Development Company…$22MCobb, Fendley & Associates, Inc. Employee Stock Ownership PlanCobb, Fendley & Associates, …$22MConsolidated Safety Services, Inc. Employee Stock Ownership PlanConsolidated Safety Services…$22MVps Employee Stock Ownership PlanVps Employee Stock Ownership…$22M
End-of-year total assets ($M) among Cobb, Fendley & Associates, Inc. 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)$21M
Net Assets (End of Year)$22M
Net Income$954K
Employer EIN742192879
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cobb, Fendley & Associates, Inc.)

Sponsor-wide plan assets over time

All Cobb, Fendley & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$100M 41.733258306869025% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $70.8M $100M ▲ +41.7%
Year Plans Participants Total Assets
2022 2 983 $71M
2023 2 1,180 $85M
2024 2 1,204 $100M

Nearby ESOP Plans in Texas

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

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 0200040006000 -50510152025 Total assets ($B) Participants Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.022019376 · Participants: 482Cobb, Fendley & Associates, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Stafford Development Company Employee Stock Ownership Plan in GA ($22M); by covered participants it is Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan in NY (482 participants). Same-state nearby plans are listed separately above.

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 Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan edged up modestly - up 4.5% during 2022, from $21M to $22M. Reported net income was $954K.
How have Cobb, Fendley & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cobb, Fendley & Associates, Inc.'s sponsor-wide assets grew 41.7%, from $71M to $100M.
Where does Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan ranks in the 79th 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 Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stafford Development Company Employee Stock Ownership Plan in GA ($22M, 69 participants).
Which ESOP plans cover a similar participant headcount to Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan in NY (482 participants, $176M 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 742192879.

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.