ESOP · DOL Form 5500 · 2023

Cshqa, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
75
Participants Small participant base
44th
Percentile by assets National rank
$67,215
Avg per participant Below avg balance/head
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Official DOL plan name: Cshqa Employee Stock Ownership Plan and Trust · Sponsored by Cshqa, Inc. · Idaho · Professional & Technical Services

$5M in assets, 75 participants

Cshqa, Inc.'s Cshqa Employee Stock Ownership Plan and Trust reported $5M in total assets and 75 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.

  • #8,613 in Professional & Technical Services (20,321 peers)

Cshqa, Inc. multi-year trail

Cshqa, Inc.'s plans moved +15.6% in assets from 2022 to 2024; this filing shows Cshqa Employee Stock Ownership Plan and Trust at $5M / 75 participants.

#8,613
in Professional & Technical Services (20,321 peers)
-13.4%
assets change YoY

The plan reported a net loss of $588K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cshqa Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Cshqa Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$5,041,133 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

Cshqa Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cshqa Employee Stock Ownership Plan and Trust is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cshqa Employee Stock Ownership Plan and Trust reported net income fell from $1M in the plan year 2022 filing to -$588K in the plan year 2023 filing.
  • Cshqa Employee Stock Ownership Plan and Trust end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cshqa Employee Stock Ownership Plan and Trust reported participants fell from 76 in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 820290229 · Cshqa, Inc. PY 2023 · ESOP

Cshqa Employee Stock Ownership Plan and Trust · $5M · 75 · 44th

  • ASSETS $5M
  • PCT 75
  • EIN 44th
  • RANK ESOP
  • PHOTO near Tata & Howard, Inc. Employee Stock Ownership Plan
  • IND ind #8613

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 Idaho →

Cshqa Employee Stock Ownership Plan and Trust in the asset neighbourhood

Sauce Industries Inc. Employee Stock Ownership PlanSauce Industries Inc. Employ…$5MBittersweet Turf Farms, Inc. Employee Stock Ownership PlanBittersweet Turf Farms, Inc.…$5MCshqa Employee Stock Ownership Plan and TrustCshqa Employee Stock Ownersh…$5MTata & Howard, Inc. Employee Stock Ownership PlanTata & Howard, Inc. Employee…$5MLester Electrical of Nebraska, Inc. Employee Stock Ownership Plan and TrustLester Electrical of Nebrask…$5M
End-of-year total assets ($M) among Cshqa Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Cshqa, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cshqa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 15.648751988292798% vs 2022
2024 filing year
$18M$19M$20M$21M$22M$23M 202220232024 $18.9M $21.9M ▲ +15.6%
Year Plans Participants Total Assets
2022 2 161 $19M
2023 2 167 $21M
2024 2 188 $22M

Cshqa, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$1M
Net Income-$588K
Employer EIN820290229
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Idaho

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

Cshqa Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants Cshqa Employee Stock Ownership Plan and Trust, Total assets ($B): 0.005041133 · Participants: 75Cshqa Employee Stock Ownership Plan and TrustWinco Employee Stock Ownership Plan, Total assets ($B): 4.656219713 · Participants: 16664Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.255999157 · Participants: 1341Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.242106302 · Participants: 1015Litehouse, Inc. Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229611549 · Participants: 659Stellar Industries, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.217520907 · Participants: 1130Litehouse, Inc. Employee Stock Ownership Plan
Cshqa Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Cshqa Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Cshqa Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Tata & Howard, Inc. Employee Stock Ownership Plan in MA ($5M); by covered participants it is Mountz, Inc. Employee Stock Ownership Plan and Trust in CA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Cshqa Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Cshqa Employee Stock Ownership Plan and Trust pulled back noticeably - down 13.4% during 2023, from $6M to $5M. Reported net income was -$588K.
How have Cshqa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cshqa, Inc.'s sponsor-wide assets grew 15.6%, from $19M to $22M.
Which ESOP plans are similar in size to Cshqa Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Tata & Howard, Inc. Employee Stock Ownership Plan in MA ($5M, 50 participants).
Which ESOP plans cover a similar participant headcount to Cshqa Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Mountz, Inc. Employee Stock Ownership Plan and Trust in CA (75 participants, $14M 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 820290229.

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.