ESOP · DOL Form 5500 · 2023
Cornerstone Holdings, Inc. ESOP
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 37
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $994,418
- Avg per participant High balance/head
Official DOL plan name: Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Cornerstone Holdings, Inc. · Alaska · Administrative & Support Services
$37M in assets, 37 participants
Cornerstone Holdings, Inc.'s Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust reported $37M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #3,978 in Administrative & Support Services (4,372 peers)
Where Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust sits by assets
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $37M for 37 participants (~$994,418/participant), up 13.4% in 2023.
- #3,978
- in Administrative & Support Services (4,372 peers)
- +13.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,793,483 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust 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 Holdings, Inc. Employee Stock Ownership Plan and Trust is a small filing (37 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $174K in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 43 in the plan year 2022 filing to 37 in the plan year 2023 filing.
- Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $32M in the plan year 2022 filing to $37M in the plan year 2023 filing.
DOL schedule card
Filing strip 274133863 · Cornerstone Holdings, Inc. PY 2023 · ESOP
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust · $37M · 37 · 82nd
- SCH $37M
- SCH 37
- SCH 82nd
- SCH ESOP
- SCH near Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan
- SCH ind #3978
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 Alaska →
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $5M |
| Employer EIN | 274133863 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cornerstone Holdings, Inc.)
Sponsor-wide plan assets over time
All Cornerstone Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 20.047649455297247% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $32M |
| 2023 | 1 | 37 | $37M |
| 2024 | 1 | 40 | $39M |
Nearby ESOP Plans in Alaska
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alaska Rubber & Supply, Inc. Employee Stock Ownership Plan and Trust $42M · 135
- Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and Trust $30M · 47
- Sagaya Corporation Employee Stock Ownership Plan $22M · 105
- Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan $15M · 137
- Madison Lumber & Hardware, Inc. Employee Stock Ownership Plan $8M · 40
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Alaska, the nearest ESOP by assets is Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan in WV ($37M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan (WV) $37M · 1,687
- Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan (IL) $37M · 101
- General Engineering Co. of Virginia Employee Stock Ownership Plan and Trust (VA) $37M · 170
- Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust (AL) $37M · 194
Similar participant headcount
Nearest other-state filings by covered participants (37 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.