ESOP · DOL Form 5500 · 2023

Custom Vault Corporation ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
1
Participants Small participant base
48th
Percentile by assets National rank
$6.0M
Avg per participant High balance/head
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Official DOL plan name: Custom Vault Corporation Employee Stock Ownership Plan · Sponsored by Custom Vault Corporation · Connecticut · Construction

$6M in assets, 1 participants

Custom Vault Corporation's Custom Vault Corporation Employee Stock Ownership Plan reported $6M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,163 in Construction (9,030 peers)

Custom Vault Corporation multi-year trail

Custom Vault Corporation's plans moved +11.7% in assets from 2022 to 2024; this filing shows Custom Vault Corporation Employee Stock Ownership Plan at $6M / 1 participant.

#4,163
in Construction (9,030 peers)
+3.3%
assets growth YoY

Custom Vault Corporation Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Custom Vault Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$6,008,426 48th percentile higher than 48% 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

Custom Vault Corporation Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Custom Vault Corporation Employee Stock Ownership Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Custom Vault Corporation Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $190K in the plan year 2023 filing.
  • Custom Vault Corporation Employee Stock Ownership Plan reported participants fell from 231 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Custom Vault Corporation Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 061393463 · Custom Vault Corporation PY 2023 · ESOP

Custom Vault Corporation Employee Stock Ownership Plan · $6M · 1 · 48th

  • PHOTO $6M
  • PHOTO 1
  • PHOTO 48th
  • PHOTO ESOP
  • PHOTO near Nexus Engineering Group, Inc Employee Stock Ownership Plan
  • PHOTO ind #4163

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 Connecticut →

Custom Vault Corporation Employee Stock Ownership Plan in the asset neighbourhood

Custom Vault Corporation Employee Stock Ownership PlanCustom Vault Corporation Emp…$6MNexus Engineering Group, Inc Employee Stock Ownership PlanNexus Engineering Group, Inc…$6MLovewell Fencing, Inc. Employee Stock Ownership PlanLovewell Fencing, Inc. Emplo…$6MStandard Heating & Air Conditioning Employee Stock Ownership PlanStandard Heating & Air Condi…$6MDental Health Services of America Employee Stock Ownership PlanDental Health Services of Am…$6M
End-of-year total assets ($M) among Custom Vault Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Custom Vault Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Custom Vault Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 11.74201407106612% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $5.82M $6.5M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 231 $6M
2023 1 1 $6M
2024 1 2 $7M

Custom Vault Corporation filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$190K
Employer EIN061393463
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Connecticut

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

Custom Vault Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -2000200400600 -1000100200300400 Total assets ($M) Participants Custom Vault Corporation Employee Stock Ownership Plan, Total assets ($M): 6.008426 · Participants: 1Custom Vault Corporation Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee Stock Ownership Plan
Custom Vault Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Custom Vault Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Custom Vault Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Nexus Engineering Group, Inc Employee Stock Ownership Plan in OH ($6M); by covered participants it is Residential Mortgage Funding, Inc. E.S.O.P. in CA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Custom Vault Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Custom Vault Corporation Employee Stock Ownership Plan edged up modestly - up 3.3% during 2023, from $6M to $6M. Reported net income was $190K.
How have Custom Vault Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Custom Vault Corporation's sponsor-wide assets grew 11.7%, from $6M to $7M.
Which ESOP plans are similar in size to Custom Vault Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nexus Engineering Group, Inc Employee Stock Ownership Plan in OH ($6M, 184 participants).
Which ESOP plans cover a similar participant headcount to Custom Vault Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Residential Mortgage Funding, Inc. E.S.O.P. in CA (1 participant, N/A 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 061393463.

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.