ESOP · DOL Form 5500 · 2023

Cotterman Holdings, Inc. ESOP

Data updated 2026-08-25

$53M
Total assets Below avg plan size
92
Participants Small participant base
86th
Percentile by assets National rank
$576,087
Avg per participant High balance/head
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Official DOL plan name: Cotterman Companies Employee Stock Ownership Plan · Sponsored by Cotterman Holdings, Inc. · Ohio · Construction

$53M in assets, 92 participants

Cotterman Holdings, Inc.'s Cotterman Companies Employee Stock Ownership Plan reported $53M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,578 in Construction (9,030 peers)

Where Cotterman Companies Employee Stock Ownership Plan sits by assets

Cotterman Companies Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $53M for 92 participants (~$576,087/participant), up 79.7% in 2023.

#7,578
in Construction (9,030 peers)
+79.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cotterman Companies Employee Stock Ownership Plan's outsized position by total assets

Cotterman Companies Employee Stock Ownership Plan vs every filed plan by assets

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

$53,000,000 Top 14% higher than 86% 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

Cotterman Companies 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. Cotterman Companies Employee Stock Ownership Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cotterman Companies Employee Stock Ownership Plan reported net income rose from $13M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Cotterman Companies Employee Stock Ownership Plan end-of-year assets rose from $30M in the plan year 2022 filing to $53M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 844090301 · Cotterman Holdings, Inc. PY 2023 · ESOP

Cotterman Companies Employee Stock Ownership Plan · $53M · 92 · 86th

  • RANK $53M
  • RANK 92
  • RANK 86th
  • RANK ESOP
  • RANK near Sun Automation Inc. Employee Stock Ownership Plan
  • RANK ind #7578

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 Ohio →

Cotterman Companies Employee Stock Ownership Plan in the asset neighbourhood

The J.S. West Milling Company Employee Stock Ownership PlanThe J.S. West Milling Compan…$53MSun Automation Inc. Employee Stock Ownership PlanSun Automation Inc. Employee…$53MTier 1 Performance Solutions Employee Stock Ownership PlanTier 1 Performance Solutions…$53MCotterman Companies Employee Stock Ownership PlanCotterman Companies Employee…$53MNovaspect Holdings, Inc. Employee Stock Ownership PlanNovaspect Holdings, Inc. Emp…$53M
End-of-year total assets ($M) among Cotterman Companies 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)$30M
Net Assets (End of Year)$30M
Net Income$24M
Employer EIN844090301
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cotterman Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$90M 205.08474576271186% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $29.5M $90M ▲ +205.1%
Year Plans Participants Total Assets
2022 1 92 $30M
2023 1 92 $53M
2024 1 84 $90M

Nearby ESOP Plans in Ohio

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

Cotterman Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Cotterman Companies Employee Stock Ownership Plan, Total assets ($B): 0.053 · Participants: 92Cotterman Companies Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Cotterman Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Cotterman Companies Employee Stock Ownership Plan side-by-side with 3 peers →

Cotterman Companies Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Sun Automation Inc. Employee Stock Ownership Plan in MD ($53M); by covered participants it is Allen Agency Employee Stock Ownership Plan in ME (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Cotterman Companies Employee Stock Ownership Plan assets move in 2023? ▼
Cotterman Companies Employee Stock Ownership Plan surged - up 79.7% during 2023, from $30M to $53M. Reported net income was $24M.
How have Cotterman Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cotterman Holdings, Inc.'s sponsor-wide assets grew 205.1%, from $30M to $90M.
Where does Cotterman Companies Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cotterman Companies Employee Stock Ownership Plan ranks in the 86th 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 Cotterman Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sun Automation Inc. Employee Stock Ownership Plan in MD ($53M, 107 participants).
Which ESOP plans cover a similar participant headcount to Cotterman Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Allen Agency Employee Stock Ownership Plan in ME (92 participants, $22M 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 844090301.

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.