ESOP · DOL Form 5500 · 2022
C.W. Holding Company, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 151
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $24,066
- Avg per participant Low balance/head
Official DOL plan name: C.W. Holding Company, Inc. Employee Stock Ownership Plan · Sponsored by C.W. Holding Company, Inc. · Ohio · Other Services
$4M in assets, 151 participants
C.W. Holding Company, Inc.'s C.W. Holding Company, Inc. Employee Stock Ownership Plan reported $4M in total assets and 151 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #5,466 in Other Services (8,398 peers)
Coverage in Ohio
C.W. Holding Company, Inc. Employee Stock Ownership Plan covers 151 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $4M.
- #5,466
- in Other Services (8,398 peers)
- +52.7%
- assets growth YoY
C.W. Holding Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers
C.W. Holding Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,633,983 44th percentile higher than 44% 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
C.W. Holding Company, 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. C.W. Holding Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (151 participants).
Form 5500 schedule snapshot
Filing strip 831014608 · C.W. Holding Company, Inc. PY 2022 · ESOP
C.W. Holding Company, Inc. Employee Stock Ownership Plan · $4M · 151 · 44th
- IND $4M
- EOY 151
- 5500 44th
- ASSETS ESOP
- PCT near Belden Employee Stock Ownership Plan
- EIN ind #5466
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 Ohio →
C.W. Holding Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 831014608 |
| Plan Effective Date | 2018-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (C.W. Holding Company, Inc.)
Sponsor-wide plan assets over time
All C.W. Holding Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 69.45065510763258% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 151 | $4M |
| 2023 | 1 | 168 | $6M |
| 2024 | 1 | 179 | $6M |
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
C.W. Holding Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Belden Employee Stock Ownership Plan in CA ($4M); by covered participants it is Evergreen Forest Products Employee Stock Ownership Plan in WA (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.
- Evergreen Forest Products Employee Stock Ownership Plan (WA) 151 · 0 off
- Best Friends Pet Care Holdings, Inc. Employee Stock Ownership Plan (CT) 151 · 0 off
- Backlund Investment Co. Employee Stock Ownership Plan and Trust (IL) 150 · 1 off
- Marx/Okubo Associates, Ltd. Employee Stock Ownership Plan (CO) 150 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.