ESOP · DOL Form 5500 · 2023

Csg Consultants, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
258
Participants Below avg headcount
73rd
Percentile by assets National rank
$77,098
Avg per participant Below avg balance/head
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Official DOL plan name: Csg Consultants, Inc. Employee Stock Ownership Plan · Sponsored by Csg Consultants, Inc. · California · Professional & Technical Services

$20M in assets, 258 participants

Csg Consultants, Inc.'s Csg Consultants, Inc. Employee Stock Ownership Plan reported $20M in total assets and 258 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,697 in Professional & Technical Services (20,321 peers)

Coverage in California

Csg Consultants, Inc. Employee Stock Ownership Plan covers 258 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $20M.

#14,697
in Professional & Technical Services (20,321 peers)
-17.7%
assets change YoY

Csg Consultants, Inc. Employee Stock Ownership Plan's outsized position by total assets

Csg Consultants, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,891,298 Top 27% higher than 73% 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

Csg Consultants, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Csg Consultants, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (258 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Csg Consultants, Inc. Employee Stock Ownership Plan reported net income rose from -$26M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Csg Consultants, Inc. Employee Stock Ownership Plan end-of-year assets fell from $24M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Csg Consultants, Inc. Employee Stock Ownership Plan reported participants fell from 263 in the plan year 2022 filing to 258 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 912053749 · Csg Consultants, Inc. PY 2023 · ESOP

Csg Consultants, Inc. Employee Stock Ownership Plan · $20M · 258 · 73rd

  • PCT $20M
  • EIN 258
  • RANK 73rd
  • PHOTO ESOP
  • IND near Colonial Systems, Inc. Employee Stock Ownership Plan
  • EOY ind #14697

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 California →

Csg Consultants, Inc. Employee Stock Ownership Plan in the asset neighbourhood

S.M. Wilson & Co. Employee Stock Ownership PlanS.M. Wilson & Co. Employee S…$20MMaterials Transportation Company Employee Stock Ownership PlanMaterials Transportation Com…$20MDe Maximis, Inc. Employee Stock Ownership PlanDe Maximis, Inc. Employee St…$20MCsg Consultants, Inc. Employee Stock Ownership PlanCsg Consultants, Inc. Employ…$20MColonial Systems, Inc. Employee Stock Ownership PlanColonial Systems, Inc. Emplo…$20M
End-of-year total assets ($M) among Csg Consultants, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)-$9M
Net Income$2M
Employer EIN912053749
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Csg Consultants, Inc.)

Sponsor-wide plan assets over time

All Csg Consultants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 4.198809914602849% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $54.5M $52.2M ▼ -4.2%
Year Plans Participants Total Assets
2022 2 563 $55M
2023 2 611 $60M
2024 2 649 $52M

Nearby ESOP Plans in California

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

Csg Consultants, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Csg Consultants, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.019891298 · Participants: 258Csg Consultants, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Csg Consultants, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Csg Consultants, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Csg Consultants, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Colonial Systems, Inc. Employee Stock Ownership Plan in MA ($20M); by covered participants it is E&m Logistics Inc. Employee Stock Ownership Plan in NY (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 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 Csg Consultants, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Csg Consultants, Inc. Employee Stock Ownership Plan declined sharply - down 17.7% during 2023, from $24M to $20M. Reported net income was $2M.
How have Csg Consultants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Csg Consultants, Inc.'s sponsor-wide assets declined 4.2%, from $55M to $52M.
Which ESOP plans are similar in size to Csg Consultants, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Colonial Systems, Inc. Employee Stock Ownership Plan in MA ($20M, 23 participants).
Which ESOP plans cover a similar participant headcount to Csg Consultants, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E&m Logistics Inc. Employee Stock Ownership Plan in NY (258 participants, $20M 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 912053749.

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.