ESOP · DOL Form 5500 · 2023

Coldstream Service Holdings, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
49
Participants Small participant base
51st
Percentile by assets National rank
$144,898
Avg per participant Above avg balance/head
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Official DOL plan name: Coldstream Service Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Coldstream Service Holdings, Inc. · Pennsylvania · Transportation & Warehousing

$7M in assets, 49 participants

Coldstream Service Holdings, Inc.'s Coldstream Service Holdings, Inc. Employee Stock Ownership Plan reported $7M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,747 in Transportation & Warehousing (3,362 peers)

Coldstream Service Holdings, Inc. multi-year trail

Coldstream Service Holdings, Inc.'s plans moved +52.5% in assets from 2022 to 2024; this filing shows Coldstream Service Holdings, Inc. Employee Stock Ownership Plan at $7M / 49 participants.

#1,747
in Transportation & Warehousing (3,362 peers)
+35.0%
assets growth YoY

Coldstream Service Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

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

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

$7,100,000 Top 49% higher than 51% 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

Coldstream Service Holdings, 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. Coldstream Service Holdings, Inc. Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coldstream Service Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Coldstream Service Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Coldstream Service Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 44 in the plan year 2022 filing to 49 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 872620740 · Coldstream Service Holdings, Inc. PY 2023 · ESOP

Coldstream Service Holdings, Inc. Employee Stock Ownership Plan · $7M · 49 · 51st

  • SCH $7M
  • EBSA 49
  • PART 51st
  • TYPE ESOP
  • NET near Systems Integration Specialists, Inc. Employee Stock Ownership Plan
  • BOOK ind #1747

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 →

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

Cafl Employee Stock Ownership PlanCafl Employee Stock Ownershi…$7MColdstream Service Holdings, Inc. Employee Stock Ownership PlanColdstream Service Holdings,…$7MSystems Integration Specialists, Inc. Employee Stock Ownership PlanSystems Integration Speciali…$7MPsi Holding Company Employee Stock Ownership PlanPsi Holding Company Employee…$7MBarry Company, Inc. Employee Stock Ownership PlanBarry Company, Inc. Employee…$7M
End-of-year total assets ($M) among Coldstream Service Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Coldstream Service Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coldstream Service Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 52.47148288973384% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.26M $8.02M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 44 $5M
2023 1 49 $7M
2024 1 50 $8M

Coldstream Service Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$10M
Net Income$2M
Employer EIN872620740
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Coldstream Service Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Coldstream Service Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0071 · Participants: 49Coldstream Service Holdings, 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
Coldstream Service Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Coldstream Service Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Systems Integration Specialists, Inc. Employee Stock Ownership Plan in OH ($7M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Coldstream Service Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Coldstream Service Holdings, Inc. Employee Stock Ownership Plan surged - up 35.0% during 2023, from $5M to $7M. Reported net income was $2M.
How have Coldstream Service Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coldstream Service Holdings, Inc.'s sponsor-wide assets grew 52.5%, from $5M to $8M.
Which ESOP plans are similar in size to Coldstream Service Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Systems Integration Specialists, Inc. Employee Stock Ownership Plan in OH ($7M, 22 participants).
Which ESOP plans cover a similar participant headcount to Coldstream Service Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants, $9M 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 872620740.

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.