ESOP · DOL Form 5500 · 2023

Holborn Corporation ESOP

Data updated 2026-08-11

$62M
Total assets
69
Participants
88th
Percentile by assets
$901,658
Avg per participant
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Official DOL plan name: Holborn Corporation Employee Stock Ownership Plan · Sponsored by Holborn Corporation · New York · Finance & Insurance

$62M in assets, 69 participants

Holborn Corporation's Holborn Corporation Employee Stock Ownership Plan reported $62M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 127,072 plans)
  • #7,181 in Finance & Insurance (8,869 peers)

Where Holborn Corporation Employee Stock Ownership Plan sits by assets

Holborn Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $62M for 69 participants (~$901,658/participant), up 30.5% in 2023.

$62M
total plan assets (2023 EOY)
69
covered participants
88th
percentile by assets (of 127,072 plans)
$901,658
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holborn Corporation Employee Stock Ownership Plan reported net income rose from $9M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Holborn Corporation Employee Stock Ownership Plan end-of-year assets rose from $48M in the plan year 2022 filing to $62M in the plan year 2023 filing.
  • Holborn Corporation Employee Stock Ownership Plan reported participants rose from 68 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Holborn Corporation Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Holborn Corporation Employee Stock Ownership Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$62M
Net Income$15M
Employer EIN132743204
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holborn Corporation)

$40M$50M$60M$70M$80M 202220232024 $47.7M $69M ▲ +44.7%
Total plan assets by year, all Holborn Corporation plans on file
Year Plans Participants Total Assets
2022 1 68 $48M
2023 1 69 $62M
2024 1 71 $69M

Nearby ESOP Plans in New York

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

Holborn Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

Holborn Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants Holborn Corporation …Stewart's Shops Corp…North Coast Holdings…Griffon Corporation …Greenman-Pedersen, I…H.C. Wainwright & Co…
Holborn Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Holborn Corporation Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Holborn Corporation Employee Stock Ownership Plan assets move in 2023?
Holborn Corporation Employee Stock Ownership Plan surged - up 30.5% during 2023, from $48M to $62M. Reported net income was $15M.
How have Holborn Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Holborn Corporation's sponsor-wide assets grew 44.7%, from $48M to $69M.
Where does Holborn Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Holborn Corporation Employee Stock Ownership Plan ranks in the 88th 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 Holborn Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Employees' Stock Ownership Plan of Cenlar Capital Corporation in NJ ($62M, 2,710 participants).

Next read for Holborn Corporation Employee Stock Owner…

Scale reading

Ways to act on Holborn Corporation Employee Stock Ownership Plan's numbers.