ESOP · DOL Form 5500 · 2023

Condor Capital Management ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
20
Participants Small participant base
54th
Percentile by assets National rank
$413,393
Avg per participant High balance/head
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Official DOL plan name: Condor Capital Management Employee Stock Ownership Plan · Sponsored by Condor Capital Management · New Jersey · Finance & Insurance

$8M in assets, 20 participants

Condor Capital Management's Condor Capital Management Employee Stock Ownership Plan reported $8M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,494 in Finance & Insurance (8,869 peers)

Condor Capital Management multi-year trail

Condor Capital Management's plans moved +32.3% in assets from 2022 to 2024; this filing shows Condor Capital Management Employee Stock Ownership Plan at $8M / 20 participants.

#3,494
in Finance & Insurance (8,869 peers)
+18.1%
assets growth YoY

Condor Capital Management Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Condor Capital Management Employee Stock Ownership Plan vs every filed plan by assets

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

$8,267,868 Top 46% higher than 54% 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

Condor Capital Management 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. Condor Capital Management Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Condor Capital Management Employee Stock Ownership Plan reported net income rose from -$199K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Condor Capital Management Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Condor Capital Management Employee Stock Ownership Plan reported participants fell from 21 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 222915364 · Condor Capital Management PY 2023 · ESOP

Condor Capital Management Employee Stock Ownership Plan · $8M · 20 · 54th

  • BOOK $8M
  • VS-ST 20
  • BOY 54th
  • SCH ESOP
  • EBSA near Industrial Resources, Inc. Employee Stock Ownership Plan
  • PART ind #3494

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 New Jersey →

Condor Capital Management Employee Stock Ownership Plan in the asset neighbourhood

Hyperlogistics Group, Inc. Employee Stock Ownership PlanHyperlogistics Group, Inc. E…$8MCitizens Bank Employee Stock Ownership PlanCitizens Bank Employee Stock…$8MCondor Capital Management Employee Stock Ownership PlanCondor Capital Management Em…$8MIndustrial Resources, Inc. Employee Stock Ownership PlanIndustrial Resources, Inc. E…$8MNkw, Inc. Employee Stock Ownership PlanNkw, Inc. Employee Stock Own…$8M
End-of-year total assets ($M) among Condor Capital Management Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Condor Capital Management multi-year asset trail

Sponsor-wide plan assets over time

All Condor Capital Management plans reported in each filing year

Latest sponsor-wide plan assets
$9M 32.325282897819726% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7M $9.27M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 21 $7M
2023 1 20 $8M
2024 1 20 $9M

Condor Capital Management filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN222915364
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

Condor Capital Management Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Condor Capital Management Employee Stock Ownership Plan, Total assets ($M): 8.267868 · Participants: 20Condor Capital Management Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership Plan
Condor Capital Management Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants

Condor Capital Management Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Industrial Resources, Inc. Employee Stock Ownership Plan in WA ($8M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Condor Capital Management Employee Stock Ownership Plan assets move in 2023?
Condor Capital Management Employee Stock Ownership Plan grew sharply - up 18.1% during 2023, from $7M to $8M. Reported net income was $1M.
How have Condor Capital Management plan assets changed over time?
Across 3 plan years on file (2022-2024), Condor Capital Management's sponsor-wide assets grew 32.3%, from $7M to $9M.
Which ESOP plans are similar in size to Condor Capital Management Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Industrial Resources, Inc. Employee Stock Ownership Plan in WA ($8M, 46 participants).
Which ESOP plans cover a similar participant headcount to Condor Capital Management Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M in assets).