ESOP · DOL Form 5500 · 2022

Clg Holding, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
44
Participants Small participant base
65th
Percentile by assets National rank
$228,000
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Clg Holding, Inc Employee Stock Ownership Plan · Sponsored by Clg Holding, Inc. · West Virginia · Professional & Technical Services

$10M in assets, 44 participants

Clg Holding, Inc.'s Clg Holding, Inc Employee Stock Ownership Plan reported $10M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,733 in Professional & Technical Services (21,562 peers)

2022 asset change

Clg Holding, Inc Employee Stock Ownership Plan pulled back noticeably 12.7% in 2022 ($11M → $10M) for 44 participants.

#13,733
in Professional & Technical Services (21,562 peers)
-12.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clg Holding, Inc Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Clg Holding, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$10,031,985 Top 35% higher than 65% 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

Clg Holding, Inc Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clg Holding, Inc Employee Stock Ownership Plan is a small filing (44 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 510407129 · Clg Holding, Inc. PY 2022 · ESOP

Clg Holding, Inc Employee Stock Ownership Plan · $10M · 44 · 65th

  • RANK $10M
  • RANK 44
  • RANK 65th
  • RANK ESOP
  • RANK near Northeast Bank Employee Stock Ownership Plan
  • RANK ind #13733

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 West Virginia →

Clg Holding, Inc Employee Stock Ownership Plan in the asset neighbourhood

Clg Holding, Inc Employee Stock Ownership PlanClg Holding, Inc Employee St…$10MNortheast Bank Employee Stock Ownership PlanNortheast Bank Employee Stoc…$10ME.C. Styberg Engineering Company Employee Stock Ownership PlanE.C. Styberg Engineering Com…$10MLeap/Carpenter/Kemps Insurance Agency Employee Stock Ownership PlanLeap/Carpenter/Kemps Insuran…$10MAgi Industries, Inc. Employee Stock Ownership PlanAgi Industries, Inc. Employe…$10M
End-of-year total assets ($M) among Clg Holding, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Clg Holding, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Clg Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 3.569203901321623% vs 2022
2024 filing year
$9.8M$10M$10.2M$10.4M$10.6M 202220232024 $10M $10.4M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 44 $10M
2023 1 39 $10M
2024 1 42 $10M

2022 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN510407129
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in West Virginia

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

Clg Holding, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080 Total assets ($M) Participants Clg Holding, Inc Employee Stock Ownership Plan, Total assets ($M): 10.031985 · Participants: 44Clg Holding, Inc Employee Stock Ownership PlanTriton Employee Stock Ownership Plan, Total assets ($M): 62.954773 · Participants: 60Triton Employee Stock Ownership PlanPort Amherst, Ltd. Employee Stock Ownership Plan, Total assets ($M): 36.993299 · Participants: 325Port Amherst, Ltd. Employee Stock Ownership PlanWeirton Geriatric Center, Inc. Employees' Stock Ownership Plan, Total assets ($M): 26.703168 · Participants: 158Weirton Geriatric Center, Inc. Employees' Stock Ownership PlanMulberry's Independent Home Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 24.823151 · Participants: 1716Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanMarch-Westin Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.297112 · Participants: 89March-Westin Company, Inc. Employee Stock Ownership Plan
Clg Holding, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants

Clg Holding, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside West Virginia, the nearest ESOP by assets is Northeast Bank Employee Stock Ownership Plan in MN ($10M); by covered participants it is Probank Austin Employee Stock Ownership Plan and Trust in KY (44 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 Clg Holding, Inc Employee Stock Ownership Plan assets move in 2022?
Clg Holding, Inc Employee Stock Ownership Plan pulled back noticeably - down 12.7% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Clg Holding, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Clg Holding, Inc.'s sponsor-wide assets grew 3.6%, from $10M to $10M.
Which ESOP plans are similar in size to Clg Holding, Inc Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Northeast Bank Employee Stock Ownership Plan in MN ($10M, 68 participants).
Which ESOP plans cover a similar participant headcount to Clg Holding, Inc Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Probank Austin Employee Stock Ownership Plan and Trust in KY (44 participants, N/A in assets).