ESOP · DOL Form 5500 · 2023

Cottage Hill Nursery, Inc ESOP

Data updated 2026-08-25

$469K
Total assets Small plan by assets
45
Participants Small participant base
17th
Percentile by assets National rank
$10,429
Avg per participant Low balance/head
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Official DOL plan name: Cottage Hill Nursery, Inc Employee Stock Ownership Plan · Sponsored by Cottage Hill Nursery, Inc · Alabama · Agriculture, Forestry & Fishing

$469K in assets, 45 participants

Cottage Hill Nursery, Inc's Cottage Hill Nursery, Inc Employee Stock Ownership Plan reported $469K in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #189 in Agriculture, Forestry & Fishing (1,288 peers)

Cottage Hill Nursery, Inc multi-year trail

Cottage Hill Nursery, Inc's plans moved +28.4% in assets from 2022 to 2024; this filing shows Cottage Hill Nursery, Inc Employee Stock Ownership Plan at $469K / 45 participants.

#189
in Agriculture, Forestry & Fishing (1,288 peers)
-6.0%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cottage Hill Nursery, Inc Employee Stock Ownership Plan among the smaller filed plans by assets

Cottage Hill Nursery, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$469,311 17th percentile higher than 17% 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

Cottage Hill Nursery, 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. Cottage Hill Nursery, Inc Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cottage Hill Nursery, Inc Employee Stock Ownership Plan reported net income rose from -$612K in the plan year 2022 filing to -$30K in the plan year 2023 filing.
  • Cottage Hill Nursery, Inc Employee Stock Ownership Plan reported participants fell from 56 in the plan year 2022 filing to 45 in the plan year 2023 filing.
  • Cottage Hill Nursery, Inc Employee Stock Ownership Plan end-of-year assets fell from $499K in the plan year 2022 filing to $469K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 630648540 · Cottage Hill Nursery, Inc PY 2023 · ESOP

Cottage Hill Nursery, Inc Employee Stock Ownership Plan · $469K · 45 · 17th

  • PCT $469K
  • EIN 45
  • RANK 17th
  • PHOTO ESOP
  • IND near Kaoh ESOP Incentive Fund
  • EOY ind #189

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 Alabama →

Cottage Hill Nursery, Inc Employee Stock Ownership Plan in the asset neighbourhood

Cottage Hill Nursery, Inc Employee Stock Ownership PlanCottage Hill Nursery, Inc Em…$469KKaoh ESOP Incentive Fund$470KElectro Form Employee Stock Ownership PlanElectro Form Employee Stock …$465KMeridian Systems, Inc. Employee Stock Ownership PlanMeridian Systems, Inc. Emplo…$474KEncore Exchange Company Employee Stock Ownership PlanEncore Exchange Company Empl…$474K
End-of-year total assets ($M) among Cottage Hill Nursery, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Cottage Hill Nursery, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Cottage Hill Nursery, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$641K 28.35165803326679% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.5M $0.64M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 56 $499K
2023 1 45 $469K
2024 1 42 $641K

Cottage Hill Nursery, Inc filing trail (2023)

Total Assets (Beginning of Year)$499K
Net Assets (End of Year)$469K
Net Income-$30K
Employer EIN630648540
Plan Effective Date2005-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alabama

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

Cottage Hill Nursery, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. -500050010001500 -2000200400600 Total assets ($M) Participants Cottage Hill Nursery, Inc Employee Stock Ownership Plan, Total assets ($M): 0.469311 · Participants: 45Cottage Hill Nursery, Inc Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 470.48798 · Participants: 1360Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 196.496733 · Participants: 287Inline Electric Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.105591 · Participants: 874Radiance Technologies, Inc. Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 167.814551 · Participants: 123Signature Homes Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub, Total assets ($M): 126.850762 · Participants: 909Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub
Cottage Hill Nursery, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Cottage Hill Nursery, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Cottage Hill Nursery, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Kaoh ESOP Incentive Fund in MO ($470K); by covered participants it is Adams Management Employee Stock Ownership Plan in GA (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Cottage Hill Nursery, Inc Employee Stock Ownership Plan assets move in 2023? ▼
Cottage Hill Nursery, Inc Employee Stock Ownership Plan pulled back noticeably - down 6.0% during 2023, from $499K to $469K. Reported net income was -$30K.
How have Cottage Hill Nursery, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cottage Hill Nursery, Inc's sponsor-wide assets grew 28.4%, from $499K to $641K.
Where does Cottage Hill Nursery, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cottage Hill Nursery, Inc Employee Stock Ownership Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Cottage Hill Nursery, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kaoh ESOP Incentive Fund in MO ($470K, 20 participants).
Which ESOP plans cover a similar participant headcount to Cottage Hill Nursery, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adams Management Employee Stock Ownership Plan in GA (45 participants, $7M 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 630648540.

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.