ESOP · DOL Form 5500 · 2022

The Capital Holdings Group, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
101
Participants Small participant base
62nd
Percentile by assets National rank
$87,885
Avg per participant Below avg balance/head
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Official DOL plan name: The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by The Capital Holdings Group, Inc. · Virginia · Construction

$9M in assets, 101 participants

The Capital Holdings Group, Inc.'s The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust reported $9M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,170 in Construction (9,927 peers)

Coverage in Virginia

The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust covers 101 participants in Virginia, about 13% of the average Virginia filer (state average ~782 per filing). Assets: $9M.

#6,170
in Construction (9,927 peers)
-15.6%
assets change YoY

The plan reported a net loss of $914K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Construction and all filers

The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$8,876,425 Top 38% higher than 62% 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

The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust 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. The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (101 participants).

DOL schedule card

Filing strip 541246195 · The Capital Holdings Group, Inc. PY 2022 · ESOP

The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust · $9M · 101 · 62nd

  • PCT $9M
  • PCT 101
  • PCT 62nd
  • PCT ESOP
  • PCT near Quattrocchi Kwok Architects, Inc. Employee Stock Ownership Plan
  • PCT ind #6170

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 Virginia →

The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

The Capital Holdings Group, Inc. Employee Stock Ownership Plan and TrustThe Capital Holdings Group, …$9MQuattrocchi Kwok Architects, Inc. Employee Stock Ownership PlanQuattrocchi Kwok Architects,…$9MRable Machine, Inc. Employee Stock Ownership PlanRable Machine, Inc. Employee…$9MDoors Incorporated Employee Stock Ownership PlanDoors Incorporated Employee …$9MNelson Engineering Company Employee Stock Ownership PlanNelson Engineering Company E…$9M
End-of-year total assets ($M) among The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$914K
Employer EIN541246195
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Capital Holdings Group, Inc.)

Sponsor-wide plan assets over time

All The Capital Holdings Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 40.47423134692456% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $13.4M $7.95M ▼ -40.5%
Year Plans Participants Total Assets
2022 2 200 $13M
2023 1 112 $8M
2024 1 104 $8M

Nearby ESOP Plans in Virginia

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

The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 8.876425 · Participants: 101The Capital Holdings Group, Inc. Employee Stock Ownership Plan and TrustNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
Compare The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Virginia, the nearest ESOP by assets is Quattrocchi Kwok Architects, Inc. Employee Stock Ownership Plan in CA ($9M); by covered participants it is D & S Manufacturing Company, Inc. Employee Stock Ownership Plan in WI (101 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 The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust declined sharply - down 15.6% during 2022, from $11M to $9M. Reported net income was -$914K.
How have The Capital Holdings Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Capital Holdings Group, Inc.'s sponsor-wide assets declined 40.5%, from $13M to $8M.
Which ESOP plans are similar in size to The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Quattrocchi Kwok Architects, Inc. Employee Stock Ownership Plan in CA ($9M, 69 participants).
Which ESOP plans cover a similar participant headcount to The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is D & S Manufacturing Company, Inc. Employee Stock Ownership Plan in WI (101 participants, $15M 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 541246195.

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.