ESOP · DOL Form 5500 · 2023

C.H. Guernsey & Company ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size
101
Participants Small participant base
81st
Percentile by assets National rank
$343,228
Avg per participant High balance/head
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Official DOL plan name: C.H. Guernsey & Company Employee Stock Ownership Plan · Sponsored by C.H. Guernsey & Company · Oklahoma · Professional & Technical Services

$35M in assets, 101 participants

C.H. Guernsey & Company's C.H. Guernsey & Company Employee Stock Ownership Plan reported $35M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,630 in Professional & Technical Services (20,321 peers)

Coverage in Oklahoma

C.H. Guernsey & Company Employee Stock Ownership Plan covers 101 participants in Oklahoma, about 13% of the average Oklahoma filer (state average ~760 per filing). Assets: $35M.

#16,630
in Professional & Technical Services (20,321 peers)
+21.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

C.H. Guernsey & Company Employee Stock Ownership Plan's outsized position by total assets

C.H. Guernsey & Company Employee Stock Ownership Plan vs every filed plan by assets

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

$34,666,047 Top 19% higher than 81% 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

C.H. Guernsey & Company Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C.H. Guernsey & Company Employee Stock Ownership Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • C.H. Guernsey & Company Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • C.H. Guernsey & Company Employee Stock Ownership Plan reported participants rose from 75 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • C.H. Guernsey & Company Employee Stock Ownership Plan end-of-year assets rose from $28M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 730590816 · C.H. Guernsey & Company PY 2023 · ESOP

C.H. Guernsey & Company Employee Stock Ownership Plan · $35M · 101 · 81st

  • EOY $35M
  • EOY 101
  • EOY 81st
  • EOY ESOP
  • EOY near Warehouse One, Inc. Employee Stock Ownership Plan
  • EOY ind #16630

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 Oklahoma →

C.H. Guernsey & Company Employee Stock Ownership Plan in the asset neighbourhood

Dungarees, Inc. Employee Stock Ownership PlanDungarees, Inc. Employee Sto…$35MCalifornia Hydronics Corporation Employee Stock Ownership PlanCalifornia Hydronics Corpora…$35MC.H. Guernsey & Company Employee Stock Ownership PlanC.H. Guernsey & Company Empl…$35MWarehouse One, Inc. Employee Stock Ownership PlanWarehouse One, Inc. Employee…$35MWoodfold Employee Stock Ownership PlanWoodfold Employee Stock Owne…$35M
End-of-year total assets ($M) among C.H. Guernsey & Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$29M
Net Income$7M
Employer EIN730590816
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C.H. Guernsey & Company)

Sponsor-wide plan assets over time

All C.H. Guernsey & Company plans reported in each filing year

Latest sponsor-wide plan assets
$76M 27.737824087452196% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $59.2M $75.7M ▲ +27.7%
Year Plans Participants Total Assets
2022 2 183 $59M
2023 2 229 $72M
2024 2 277 $76M

Nearby ESOP Plans in Oklahoma

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

C.H. Guernsey & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0100200300400 Total assets ($M) Participants C.H. Guernsey & Company Employee Stock Ownership Plan, Total assets ($M): 34.666047 · Participants: 101C.H. Guernsey & Company Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 232.047343 · Participants: 62International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.222563 · Participants: 132Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
C.H. Guernsey & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare C.H. Guernsey & Company Employee Stock Ownership Plan side-by-side with 3 peers →

C.H. Guernsey & Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Warehouse One, Inc. Employee Stock Ownership Plan in MO ($35M); by covered participants it is United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan in OH (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 C.H. Guernsey & Company Employee Stock Ownership Plan assets move in 2023? ▼
C.H. Guernsey & Company Employee Stock Ownership Plan grew sharply - up 21.8% during 2023, from $28M to $35M. Reported net income was $7M.
How have C.H. Guernsey & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C.H. Guernsey & Company's sponsor-wide assets grew 27.7%, from $59M to $76M.
Where does C.H. Guernsey & Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
C.H. Guernsey & Company Employee Stock Ownership Plan ranks in the 81st 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 C.H. Guernsey & Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Warehouse One, Inc. Employee Stock Ownership Plan in MO ($35M, 34 participants).
Which ESOP plans cover a similar participant headcount to C.H. Guernsey & Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan in OH (101 participants, $5M 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 730590816.

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.