ESOP · DOL Form 5500 · 2023

Career Strategies, Inc. ESOP

Data updated 2026-08-25

$41M
Total assets Below avg plan size
98
Participants Small participant base
83rd
Percentile by assets National rank
$421,984
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Career Strategies, Inc. Employee Stock Ownership Plan · Sponsored by Career Strategies, Inc. · Texas · Administrative & Support Services

$41M in assets, 98 participants

Career Strategies, Inc.'s Career Strategies, Inc. Employee Stock Ownership Plan reported $41M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,009 in Administrative & Support Services (4,372 peers)

Where Career Strategies, Inc. Employee Stock Ownership Plan sits by assets

Career Strategies, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $41M for 98 participants (~$421,984/participant), up 17.3% in 2023.

#4,009
in Administrative & Support Services (4,372 peers)
+17.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Career Strategies, Inc. Employee Stock Ownership Plan's outsized position by total assets

Career Strategies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$41,354,461 Top 17% higher than 83% 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

Career Strategies, 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. Career Strategies, Inc. Employee Stock Ownership Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Career Strategies, Inc. Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Career Strategies, Inc. Employee Stock Ownership Plan end-of-year assets rose from $35M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Career Strategies, Inc. Employee Stock Ownership Plan reported participants rose from 93 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 832725927 · Career Strategies, Inc. PY 2023 · ESOP

Career Strategies, Inc. Employee Stock Ownership Plan · $41M · 98 · 83rd

  • EBSA $41M
  • EBSA 98
  • EBSA 83rd
  • EBSA ESOP
  • EBSA near Agvise Laboratories, Inc. Employee Stock Ownership Plan
  • EBSA ind #4009

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 Texas →

Career Strategies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Compensia, Inc. Employee Stock Ownership PlanCompensia, Inc. Employee Sto…$42MCareer Strategies, Inc. Employee Stock Ownership PlanCareer Strategies, Inc. Empl…$41MAgvise Laboratories, Inc. Employee Stock Ownership PlanAgvise Laboratories, Inc. Em…$41MGordon, Inc. Employee Stock Ownership PlanGordon, Inc. Employee Stock …$41MNorthfield Bank Employee Stock Ownership PlanNorthfield Bank Employee Sto…$41M
End-of-year total assets ($M) among Career Strategies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$8M
Net Income$7M
Employer EIN832725927
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Career Strategies, Inc.)

Sponsor-wide plan assets over time

All Career Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 13.723197080855144% vs 2022
2024 filing year
$40M$42M$44M$46M$48M 202220232024 $40.6M $46.2M ▲ +13.7%
Year Plans Participants Total Assets
2022 2 188 $41M
2023 1 98 $41M
2024 1 102 $46M

Nearby ESOP Plans in Texas

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

Career Strategies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Career Strategies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.041354461 · Participants: 98Career Strategies, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Career Strategies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Career Strategies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Agvise Laboratories, Inc. Employee Stock Ownership Plan in ND ($41M); by covered participants it is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Career Strategies, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Career Strategies, Inc. Employee Stock Ownership Plan grew sharply - up 17.3% during 2023, from $35M to $41M. Reported net income was $7M.
How have Career Strategies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Career Strategies, Inc.'s sponsor-wide assets grew 13.7%, from $41M to $46M.
Where does Career Strategies, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Career Strategies, Inc. Employee Stock Ownership Plan ranks in the 83rd 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 Career Strategies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Agvise Laboratories, Inc. Employee Stock Ownership Plan in ND ($41M, 72 participants).
Which ESOP plans cover a similar participant headcount to Career Strategies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants, $25M 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 832725927.

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.