ESOP · DOL Form 5500 · 2022

Ferguson Holdings, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
85
Participants Small participant base
43rd
Percentile by assets National rank
$40,018
Avg per participant Low balance/head
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Official DOL plan name: Ferguson Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Ferguson Holdings, Inc. · Mississippi · Mining & Oil Extraction

$3M in assets, 85 participants

Ferguson Holdings, Inc.'s Ferguson Holdings, Inc. Employee Stock Ownership Plan reported $3M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #214 in Mining & Oil Extraction (892 peers)

Ferguson Holdings, Inc. multi-year trail

Ferguson Holdings, Inc.'s plans moved +118.7% in assets from 2022 to 2024; this filing shows Ferguson Holdings, Inc. Employee Stock Ownership Plan at $3M / 85 participants.

#214
in Mining & Oil Extraction (892 peers)
+79.4%
assets growth YoY

Ferguson Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Ferguson Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,401,500 43rd percentile higher than 43% of 139,123 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 2022

Ferguson Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ferguson Holdings, Inc. Employee Stock Ownership Plan is a small filing (85 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 640372458 · Ferguson Holdings, Inc. PY 2022 · ESOP

Ferguson Holdings, Inc. Employee Stock Ownership Plan · $3M · 85 · 43rd

  • TYPE $3M
  • NET 85
  • BOOK 43rd
  • VS-ST ESOP
  • BOY near H&m Employee Stock Ownership Plan
  • SCH ind #214

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 Mississippi →

Ferguson Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mid-States Concrete Industries Employee Stock Ownership PlanMid-States Concrete Industri…$3MFerguson Holdings, Inc. Employee Stock Ownership PlanFerguson Holdings, Inc. Empl…$3MH&m Employee Stock Ownership PlanH&m Employee Stock Ownership…$3MCitizens National Bank Employee Stock Ownership PlanCitizens National Bank Emplo…$3MBlackhawk Automatic Sprinklers, Inc. Employee Stock Ownership PlanBlackhawk Automatic Sprinkle…$3M
End-of-year total assets ($M) among Ferguson Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ferguson Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ferguson Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 118.69057768631485% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.4M $7.44M ▲ +118.8%
Year Plans Participants Total Assets
2022 1 85 $3M
2023 1 65 $7M
2024 1 80 $7M

Ferguson Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN640372458
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Mississippi

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

Ferguson Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -50050100150200 Total assets ($M) Participants Ferguson Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.4015 · Participants: 85Ferguson Holdings, Inc. Employee Stock Ownership PlanTelapex, Inc. Employee Stock Ownership Plan, Total assets ($M): 157.731936 · Participants: 1625Telapex, Inc. Employee Stock Ownership PlanLt Corporation & Affiliates Employee Stock Ownership Plan, Total assets ($M): 130.739574 · Participants: 257Lt Corporation & Affiliates Employee Stock Ownership PlanMdr Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.095081 · Participants: 344Mdr Construction, Inc. Employee Stock Ownership PlanCommunity Bancshares of Mississippi, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.996219 · Participants: 840Community Bancshares of Mississippi, Inc. Employee Stock Ownership PlanF.L. Crane & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 59.413879 · Participants: 333F.L. Crane & Sons, Inc. Employee Stock Ownership Plan
Ferguson Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants
Compare Ferguson Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest ESOP by assets is H&m Employee Stock Ownership Plan in NJ ($3M); by covered participants it is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ferguson Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Ferguson Holdings, Inc. Employee Stock Ownership Plan surged - up 79.4% during 2022, from $2M to $3M. Reported net income was $2M.
How have Ferguson Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ferguson Holdings, Inc.'s sponsor-wide assets grew 118.7%, from $3M to $7M.
Which ESOP plans are similar in size to Ferguson Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is H&m Employee Stock Ownership Plan in NJ ($3M, 7,030 participants).
Which ESOP plans cover a similar participant headcount to Ferguson Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN (85 participants, $77M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640372458.

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.