ESOP · DOL Form 5500 · 2023

Comstock Advisors ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
44th
Percentile by assets National rank
$441,483
Avg per participant High balance/head
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Official DOL plan name: Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan · Sponsored by Comstock Advisors · Ohio · Professional & Technical Services

$5M in assets, 11 participants

Comstock Advisors's Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan reported $5M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,443 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan holds $5M for 11 participants - about $441,483 per participant, in the lower half of filed plans by assets.

#8,443
in Professional & Technical Services (20,321 peers)
+2.0%
assets growth YoY

Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,856,313 44th percentile higher than 44% 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

Comstock Valuation Advisors, 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. Comstock Valuation Advisors, 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

  • Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan reported net income rose from -$991K in the plan year 2022 filing to $93K in the plan year 2023 filing.
  • Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341823071 · Comstock Advisors PY 2023 · ESOP

Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan · $5M · 11 · 44th

  • 5500 $5M
  • ASSETS 11
  • PCT 44th
  • EIN ESOP
  • RANK near Tsp, Inc. Employee Stock Ownership Plan
  • PHOTO ind #8443

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 Ohio →

Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Comstock Valuation Advisors, Inc. Employee Stock Ownership PlanComstock Valuation Advisors,…$5MTsp, Inc. Employee Stock Ownership PlanTsp, Inc. Employee Stock Own…$5MSos Steel Company, Inc. Employee Stock Ownership PlanSos Steel Company, Inc. Empl…$5MDesert Structures Employee Stock Ownership PlanDesert Structures Employee S…$5MCreativemc Employee Stock Ownership PlanCreativemc Employee Stock Ow…$5M
End-of-year total assets ($M) among Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$93K
Employer EIN341823071
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Comstock Advisors)

Sponsor-wide plan assets over time

All Comstock Advisors plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.5957651163742745% vs 2022
2024 filing year
$4.6M$4.7M$4.8M$4.9M 202220232024 $4.76M $4.69M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 12 $5M
2023 1 11 $5M
2024 1 11 $5M

Nearby ESOP Plans in Ohio

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

Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004856313 · Participants: 11Comstock Valuation Advisors, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Tsp, Inc. Employee Stock Ownership Plan in SD ($5M); 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 Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan edged up modestly - up 2.0% during 2023, from $5M to $5M. Reported net income was $93K.
How have Comstock Advisors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Comstock Advisors's sponsor-wide assets declined 1.6%, from $5M to $5M.
Which ESOP plans are similar in size to Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tsp, Inc. Employee Stock Ownership Plan in SD ($5M, 55 participants).
Which ESOP plans cover a similar participant headcount to Comstock Valuation Advisors, 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 341823071.

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.