ESOP · DOL Form 5500 · 2023

Cornerstone Benefits, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
36
Participants Small participant base
70th
Percentile by assets National rank
$484,649
Avg per participant High balance/head
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Official DOL plan name: Cornerstone Benefits, Inc. Employee Stock Ownership Plan · Sponsored by Cornerstone Benefits, Inc. · Pennsylvania · Finance & Insurance

$17M in assets, 36 participants

Cornerstone Benefits, Inc.'s Cornerstone Benefits, Inc. Employee Stock Ownership Plan reported $17M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,960 in Finance & Insurance (8,869 peers)

Cornerstone Benefits, Inc. multi-year trail

Cornerstone Benefits, Inc.'s plans moved +43.8% in assets from 2022 to 2024; this filing shows Cornerstone Benefits, Inc. Employee Stock Ownership Plan at $17M / 36 participants.

#4,960
in Finance & Insurance (8,869 peers)
+9.0%
assets growth YoY

Cornerstone Benefits, Inc. Employee Stock Ownership Plan's outsized position by total assets

Cornerstone Benefits, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,447,380 Top 30% higher than 70% 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

Cornerstone Benefits, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cornerstone Benefits, Inc. Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cornerstone Benefits, Inc. Employee Stock Ownership Plan reported net income rose from -$324K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cornerstone Benefits, Inc. Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Cornerstone Benefits, Inc. Employee Stock Ownership Plan reported participants fell from 37 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 272218037 · Cornerstone Benefits, Inc. PY 2023 · ESOP

Cornerstone Benefits, Inc. Employee Stock Ownership Plan · $17M · 36 · 70th

  • BOOK $17M
  • VS-ST 36
  • BOY 70th
  • SCH ESOP
  • EBSA near Pcg Exchange, Inc. Employee Stock Ownership Plan
  • PART ind #4960

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 Pennsylvania →

Cornerstone Benefits, Inc. Employee Stock Ownership Plan in the asset neighbourhood

R & B Reinforcing Steel Corporation ESOPR & B Reinforcing Steel Corp…$17MCarlson, Brigance and Doering, Inc. Employee Stock Ownership PlanCarlson, Brigance and Doerin…$18ML & H Company, Inc. Employee Stock Ownership Plan and TrustL & H Company, Inc. Employee…$17MPcg Exchange, Inc. Employee Stock Ownership PlanPcg Exchange, Inc. Employee …$17MCornerstone Benefits, Inc. Employee Stock Ownership PlanCornerstone Benefits, Inc. E…$17M
End-of-year total assets ($M) among Cornerstone Benefits, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Cornerstone Benefits, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cornerstone Benefits, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 43.79281518914768% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16M $23M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 37 $16M
2023 1 36 $17M
2024 1 36 $23M

Cornerstone Benefits, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN272218037
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Cornerstone Benefits, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Cornerstone Benefits, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01744738 · Participants: 36Cornerstone Benefits, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Cornerstone Benefits, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Cornerstone Benefits, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Pcg Exchange, Inc. Employee Stock Ownership Plan in GA ($17M); by covered participants it is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Cornerstone Benefits, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Cornerstone Benefits, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.0% during 2023, from $16M to $17M. Reported net income was $2M.
How have Cornerstone Benefits, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cornerstone Benefits, Inc.'s sponsor-wide assets grew 43.8%, from $16M to $23M.
Which ESOP plans are similar in size to Cornerstone Benefits, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pcg Exchange, Inc. Employee Stock Ownership Plan in GA ($17M, 11 participants).
Which ESOP plans cover a similar participant headcount to Cornerstone Benefits, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants, $6M 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 272218037.

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.