ESOP · DOL Form 5500 · 2022

Csg Consultants, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
263
Participants Below avg headcount
80th
Percentile by assets National rank
$91,921
Avg per participant Below avg balance/head
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Official DOL plan name: Csg Consultants, Inc. Employee Stock Ownership Plan · Sponsored by Csg Consultants, Inc. · California · Professional & Technical Services

$24M in assets, 263 participants

Csg Consultants, Inc.'s Csg Consultants, Inc. Employee Stock Ownership Plan reported $24M in total assets and 263 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,337 in Professional & Technical Services (21,562 peers)

Coverage in California

Csg Consultants, Inc. Employee Stock Ownership Plan covers 263 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $24M.

#17,337
in Professional & Technical Services (21,562 peers)
+36.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Csg Consultants, Inc. Employee Stock Ownership Plan's outsized position by total assets

Csg Consultants, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$24,175,312 Top 20% higher than 80% 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

Csg Consultants, 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. Csg Consultants, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (263 participants).

Form 5500 schedule snapshot

Filing strip 912053749 · Csg Consultants, Inc. PY 2022 · ESOP

Csg Consultants, Inc. Employee Stock Ownership Plan · $24M · 263 · 80th

  • PCT $24M
  • PCT 263
  • PCT 80th
  • PCT ESOP
  • PCT near Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #17337

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 California →

Csg Consultants, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Barr & Barr, Inc. Employee Stock Ownership PlanBarr & Barr, Inc. Employee S…$24MCsg Consultants, Inc. Employee Stock Ownership PlanCsg Consultants, Inc. Employ…$24MRobert Peccia & Associates, Inc. Employee Stock Ownership Plan and TrustRobert Peccia & Associates, …$24MAuto Custom Carpets, Inc. Employee Stock Ownership PlanAuto Custom Carpets, Inc. Em…$24MThe Graham Company Employee Stock Ownership PlanThe Graham Company Employee …$24M
End-of-year total assets ($M) among Csg Consultants, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)-$8M
Net Income-$26M
Employer EIN912053749
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Csg Consultants, Inc.)

Sponsor-wide plan assets over time

All Csg Consultants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 4.198809914602849% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $54.5M $52.2M ▼ -4.2%
Year Plans Participants Total Assets
2022 2 563 $55M
2023 2 611 $60M
2024 2 649 $52M

Nearby ESOP Plans in California

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

Csg Consultants, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Csg Consultants, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.024175312 · Participants: 263Csg Consultants, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Csg Consultants, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Csg Consultants, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust in MT ($24M); by covered participants it is International Cars Employee Stock Ownership Plan in MA (263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Csg Consultants, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Csg Consultants, Inc. Employee Stock Ownership Plan surged - up 36.2% during 2022, from $18M to $24M. Reported net income was -$26M.
How have Csg Consultants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Csg Consultants, Inc.'s sponsor-wide assets declined 4.2%, from $55M to $52M.
Where does Csg Consultants, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Csg Consultants, Inc. Employee Stock Ownership Plan ranks in the 80th 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 Csg Consultants, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Robert Peccia & Associates, Inc. Employee Stock Ownership Plan and Trust in MT ($24M, 59 participants).
Which ESOP plans cover a similar participant headcount to Csg Consultants, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is International Cars Employee Stock Ownership Plan in MA (263 participants, $22M 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 912053749.

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.