ESOP · DOL Form 5500 · 2023

Hdl Coren & Cone ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
11
Participants Small participant base
59th
Percentile by assets National rank
$917,737
Avg per participant High balance/head
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Official DOL plan name: Hdl Coren & Cone, Inc. Employee Stock Ownership Plan · Sponsored by Hdl Coren & Cone · California · Professional & Technical Services

$10M in assets, 11 participants

Hdl Coren & Cone's Hdl Coren & Cone, Inc. Employee Stock Ownership Plan reported $10M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,667 in Professional & Technical Services (20,321 peers)

Hdl Coren & Cone multi-year trail

Hdl Coren & Cone's plans moved +45.9% in assets from 2022 to 2024; this filing shows Hdl Coren & Cone, Inc. Employee Stock Ownership Plan at $10M / 11 participants.

#11,667
in Professional & Technical Services (20,321 peers)
+8.1%
assets growth YoY

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,095,102 Top 41% higher than 59% 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

Hdl Coren & Cone, 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. Hdl Coren & Cone, Inc. Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hdl Coren & Cone, Inc. Employee Stock Ownership Plan reported net income rose from -$58K in the plan year 2022 filing to $760K in the plan year 2023 filing.
  • Hdl Coren & Cone, Inc. Employee Stock Ownership Plan reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Hdl Coren & Cone, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954398586 · Hdl Coren & Cone PY 2023 · ESOP

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan · $10M · 11 · 59th

  • EIN $10M
  • RANK 11
  • PHOTO 59th
  • IND ESOP
  • EOY near Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust
  • 5500 ind #11667

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 California →

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Andrew Davidson & Co., Inc. Employee Stock Ownership PlanAndrew Davidson & Co., Inc. …$10MHdl Coren & Cone, Inc. Employee Stock Ownership PlanHdl Coren & Cone, Inc. Emplo…$10MBrian Tooley Racing, Inc. Employee Stock Ownership Plan and TrustBrian Tooley Racing, Inc. Em…$10MStahly Engineering & Associates Employee Stock Ownership Plan & TrustStahly Engineering & Associa…$10MNational Azon Inc. Employee Stock Ownership PlanNational Azon Inc. Employee …$10M
End-of-year total assets ($M) among Hdl Coren & Cone, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Hdl Coren & Cone multi-year asset trail

Sponsor-wide plan assets over time

All Hdl Coren & Cone plans reported in each filing year

Latest sponsor-wide plan assets
$17M 45.88652986463374% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.8M ▲ +45.9%
Year Plans Participants Total Assets
2022 2 27 $11M
2023 2 24 $13M
2024 2 26 $17M

Hdl Coren & Cone filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$760K
Employer EIN954398586
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Hdl Coren & Cone, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010095102 · Participants: 11Hdl Coren & Cone, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Hdl Coren & Cone, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Hdl Coren & Cone, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust in KY ($10M); by covered participants it is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Hdl Coren & Cone, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Hdl Coren & Cone, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.1% during 2023, from $9M to $10M. Reported net income was $760K.
How have Hdl Coren & Cone plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hdl Coren & Cone's sponsor-wide assets grew 45.9%, from $11M to $17M.
Which ESOP plans are similar in size to Hdl Coren & Cone, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brian Tooley Racing, Inc. Employee Stock Ownership Plan and Trust in KY ($10M, 53 participants).
Which ESOP plans cover a similar participant headcount to Hdl Coren & Cone, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Canastota N/C Corporation Employee Stock Ownership Plan in NY (11 participants, $4M 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 954398586.

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.