ESOP · DOL Form 5500 · 2023

C.H. Guernsey & Company ESOP

Data updated 2026-08-11

$35M
Total assets
101
Participants
81st
Percentile by assets
$343,228
Avg per participant
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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.

  • 81st percentile by assets (of 127,072 plans)
  • #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.

$35M
total plan assets (2023 EOY)
101
covered participants
81st
percentile by assets (of 127,072 plans)
$343,228
avg assets per participant

Where C.H. Guernsey & Company Employee Stock Ownership Plan sits 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 $2,010,000,000 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

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 →

State
Oklahoma
Industry
Professional & Technical Services

Participants vs Oklahoma filers

In Oklahoma, the average filing covers about 760 participants across 1,268 plans. C.H. Guernsey & Company Employee Stock Ownership Plan reports 101 participants - about 13% of that state average ($35M EOY assets).

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)

$55M$60M$65M$70M$75M$80M 202220232024 $59.2M $75.7M ▲ +27.7%
Total plan assets by year, all C.H. Guernsey & Company plans on file
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 ($M) Participants C.H. Guernsey & Comp…, Total assets ($M): 34.666047 · Participants: 101C.H. Guernsey & Comp…Locke Supply Co. Emp…, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Emp…International Chemic…, Total assets ($M): 232.047343 · Participants: 62International Chemic…Metro Builders Suppl…, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Suppl…Bancfirst Corporatio…, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporatio…Aberdeen Dynamics Su…, Total assets ($M): 118.222563 · Participants: 132Aberdeen Dynamics Su…
C.H. Guernsey & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare C.H. Guernsey & Company Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to C.H. Guernsey & Company Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for C.H. Guernsey & Company Employee Stock O…

Filing takeaways

Ways to act on C.H. Guernsey & Company Employee Stock Ownership Plan's numbers.

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.