ESOP · DOL Form 5500 · 2023

Conco, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
17
Participants Small participant base
74th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Conco, Inc. Employee Stock Ownership Plan and Trust Agreement · Sponsored by Conco, Inc. · Kentucky · Manufacturing

$22M in assets, 17 participants

Conco, Inc.'s Conco, Inc. Employee Stock Ownership Plan and Trust Agreement reported $22M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #12,032 in Manufacturing (18,722 peers)

Conco, Inc. multi-year trail

Conco, Inc.'s plans moved +292.4% in assets from 2022 to 2024; this filing shows Conco, Inc. Employee Stock Ownership Plan and Trust Agreement at $22M / 17 participants.

#12,032
in Manufacturing (18,722 peers)
+175.6%
assets growth YoY

Conco, Inc. Employee Stock Ownership Plan and Trust Agreement's outsized position by total assets

Conco, Inc. Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$21,629,168 Top 26% higher than 74% of 127,068 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 2023

Conco, Inc. Employee Stock Ownership Plan and Trust Agreement among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Conco, Inc. Employee Stock Ownership Plan and Trust Agreement is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Conco, Inc. Employee Stock Ownership Plan and Trust Agreement reported net income rose from $618K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Conco, Inc. Employee Stock Ownership Plan and Trust Agreement end-of-year assets rose from $8M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Conco, Inc. Employee Stock Ownership Plan and Trust Agreement reported participants fell from 21 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611191112 · Conco, Inc. PY 2023 · ESOP

Conco, Inc. Employee Stock Ownership Plan and Trust Agreement · $22M · 17 · 74th

  • PCT $22M
  • PCT 17
  • PCT 74th
  • PCT ESOP
  • PCT near Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan
  • PCT ind #12032

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 Kentucky →

Conco, Inc. Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood

Rei Engineers, Inc. Employee Stock Ownership PlanRei Engineers, Inc. Employee…$22MConco, Inc. Employee Stock Ownership Plan and Trust AgreementConco, Inc. Employee Stock O…$22MStephens & Smith Construction Co., Inc. Employee Stock Ownership PlanStephens & Smith Constructio…$22MG W Holdings, Inc. Employee Stock Ownership PlanG W Holdings, Inc. Employee …$22MRegal Service Employee Stock Ownership PlanRegal Service Employee Stock…$22M
End-of-year total assets ($M) among Conco, Inc. Employee Stock Ownership Plan and Trust Agreement and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Conco, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Conco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 292.402262338345% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $7.85M $30.8M ▲ +292.4%
Year Plans Participants Total Assets
2022 1 21 $8M
2023 1 17 $22M
2024 1 18 $31M

Conco, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN611191112
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Conco, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Conco, Inc. Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 0.021629168 · Participants: 17Conco, Inc. Employee Stock Ownership Plan and Trust AgreementHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Conco, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Conco, Inc. Employee Stock Ownership Plan and Trust Agreement side-by-side with 3 peers →

Conco, Inc. Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan in NE ($22M); by covered participants it is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Conco, Inc. Employee Stock Ownership Plan and Trust Agreement assets move in 2023? ▼
Conco, Inc. Employee Stock Ownership Plan and Trust Agreement surged - up 175.6% during 2023, from $8M to $22M. Reported net income was $2M.
How have Conco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conco, Inc.'s sponsor-wide assets grew 292.4%, from $8M to $31M.
Which ESOP plans are similar in size to Conco, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by assets is Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan in NE ($22M, 198 participants).
Which ESOP plans cover a similar participant headcount to Conco, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by covered participants is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611191112.

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.