ESOP · DOL Form 5500 · 2023

Cornerstone Holdings, Inc. ESOP

Data updated 2026-08-11

$37M
Total assets: 37
Participants: 82nd
Percentile by assets: $994,418
Avg per participant

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.

82nd percentile by assets (of 127,072 plans)
#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.

$37M
total plan assets (2023 EOY): 37
covered participants: 82nd
percentile by assets (of 127,072 plans): $994,418
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Alaska

Industry

Administrative & Support Services

Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust vs the 2023 asset distribution

By assets, Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust outranks 82% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Cornerstone Holdings, Inc. plans on file

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.

Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Alaska, assets vs. participants

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

Compare Cornerstone Holdings, Inc. Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

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

Frequently Asked Questions

How did Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼

Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 13.4% during 2023, from $32M to $37M. Reported net income was $5M.

How have Cornerstone Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cornerstone Holdings, Inc.'s sponsor-wide assets grew 20.0%, from $32M to $39M.

Where does Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan in WV ($37M, 1,687 participants).

Next read for Cornerstone Holdings, Inc. Employee Stoc…

Scale reading

Ways to act on Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust's numbers.

By total assets, Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Alaska. Compare plans
Cornerstone Holdings, Inc.'s sponsor-wide assets have grown 20.0% since 2022 across 3 plan years on file. More Administrative & Support Services plans

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 274133863.