ESOP · DOL Form 5500 · 2022

Churchill Holdings, Inc. ESOP

Data updated 2026-08-25

$93M
Total assets Below avg plan size
512
Participants Below avg headcount
92nd
Percentile by assets National rank
$181,906
Avg per participant Above avg balance/head
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Official DOL plan name: Churchill Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Churchill Holdings, Inc. · Tennessee · Management of Enterprises

$93M in assets, 512 participants

Churchill Holdings, Inc.'s Churchill Holdings, Inc. Employee Stock Ownership Plan reported $93M in total assets and 512 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #930 in Management of Enterprises (1,193 peers)

Coverage in Tennessee

Churchill Holdings, Inc. Employee Stock Ownership Plan covers 512 participants in Tennessee, about 45% of the average Tennessee filer (state average ~1,126 per filing). Assets: $93M.

#930
in Management of Enterprises (1,193 peers)
-13.0%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Churchill Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Churchill Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$93,135,811 Top 8% higher than 92% 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

Churchill Holdings, 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. Churchill Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (512 participants).

Published 5500 schedule card

Filing strip 901013848 · Churchill Holdings, Inc. PY 2022 · ESOP

Churchill Holdings, Inc. Employee Stock Ownership Plan · $93M · 512 · 92nd

  • EBSA $93M
  • PART 512
  • TYPE 92nd
  • NET ESOP
  • BOOK near Mdr Construction, Inc. Employee Stock Ownership Plan
  • VS-ST ind #930

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 Tennessee →

Churchill Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Gpf Life and Health Benefits Co. Employee Stock Ownership PlanGpf Life and Health Benefits…$93MAlterman Group, Inc. Employee Stock Ownership PlanAlterman Group, Inc. Employe…$93MCcmsi Holdings, Inc. Employee Stock Ownership PlanCcmsi Holdings, Inc. Employe…$93MChurchill Holdings, Inc. Employee Stock Ownership PlanChurchill Holdings, Inc. Emp…$93MMdr Construction, Inc. Employee Stock Ownership PlanMdr Construction, Inc. Emplo…$93M
End-of-year total assets ($M) among Churchill Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$64M
Net Income-$13M
Employer EIN901013848
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Churchill Holdings, Inc.)

Sponsor-wide plan assets over time

All Churchill Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 36.62700698445628% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $93.1M $59M ▼ -36.6%
Year Plans Participants Total Assets
2022 1 512 $93M
2023 1 474 $81M
2024 1 387 $59M

Nearby ESOP Plans in Tennessee

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

Churchill Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 01000200030004000 0100200300400500 Total assets ($M) Participants Churchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.135811 · Participants: 512Churchill Holdings, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 448.826239 · Participants: 312Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 199.960184 · Participants: 184Zander Group Holdings, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.475903 · Participants: 5053ls, Inc. Employee Stock Ownership PlanPaladin Capital, Inc. ESOP, Total assets ($M): 99.01375 · Participants: 3771Paladin Capital, Inc. ESOPNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 90.893113 · Participants: 1824National Health Corp Leveraged Employee Stock Ownership Plan
Churchill Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Churchill Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Churchill Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Mdr Construction, Inc. Employee Stock Ownership Plan in MS ($93M); by covered participants it is Bank Independent Stock Bonus Plan in AL (512 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (512 participants); asset peers above are excluded.

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 Churchill Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Churchill Holdings, Inc. Employee Stock Ownership Plan pulled back noticeably - down 13.0% during 2022, from $107M to $93M. Reported net income was -$13M.
How have Churchill Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Churchill Holdings, Inc.'s sponsor-wide assets declined 36.6%, from $93M to $59M.
Where does Churchill Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Churchill Holdings, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Churchill Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mdr Construction, Inc. Employee Stock Ownership Plan in MS ($93M, 344 participants).
Which ESOP plans cover a similar participant headcount to Churchill Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bank Independent Stock Bonus Plan in AL (512 participants, $2M 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 901013848.

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.