ESOP · DOL Form 5500 · 2023

Collage Design & Construction Group, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
34th
Percentile by assets National rank
$111,218
Avg per participant Below avg balance/head
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Official DOL plan name: Collage Companies Employee Stock Ownership Plan · Sponsored by Collage Design & Construction Group, Inc. · Florida · Construction

$3M in assets, 24 participants

Collage Design & Construction Group, Inc.'s Collage Companies Employee Stock Ownership Plan reported $3M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,885 in Construction (9,030 peers)

Collage Design & Construction Group, Inc. multi-year trail

Collage Design & Construction Group, Inc.'s plans moved +80.0% in assets from 2022 to 2024; this filing shows Collage Companies Employee Stock Ownership Plan at $3M / 24 participants.

#2,885
in Construction (9,030 peers)
+27.4%
assets growth YoY

Collage Companies Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Collage Companies Employee Stock Ownership Plan vs every filed plan by assets

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

$2,669,239 34th percentile higher than 34% 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

Collage Companies 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. Collage Companies Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Collage Companies Employee Stock Ownership Plan reported net income rose from $558K in the plan year 2022 filing to $713K in the plan year 2023 filing.
  • Collage Companies Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Collage Companies Employee Stock Ownership Plan reported participants rose from 19 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 592143889 · Collage Design & Construction Group, Inc. PY 2023 · ESOP

Collage Companies Employee Stock Ownership Plan · $3M · 24 · 34th

  • IND $3M
  • IND 24
  • IND 34th
  • IND ESOP
  • IND near Matrix Construction Services Employee Stock Ownership Plan
  • IND ind #2885

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 Florida →

Collage Companies Employee Stock Ownership Plan in the asset neighbourhood

Collage Companies Employee Stock Ownership PlanCollage Companies Employee S…$3MMatrix Construction Services Employee Stock Ownership PlanMatrix Construction Services…$3MNorth Jackson Bank Employee Stock Ownership PlanNorth Jackson Bank Employee …$3MCei Engineering Associates, Inc. Employee Stock Ownership PlanCei Engineering Associates, …$3MSls Arts, Inc. Employee Stock Ownership PlanSls Arts, Inc. Employee Stoc…$3M
End-of-year total assets ($M) among Collage Companies Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Collage Design & Construction Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Collage Design & Construction Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 79.9871909164317% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $2.1M $3.77M ▲ +79.5%
Year Plans Participants Total Assets
2022 1 19 $2M
2023 1 24 $3M
2024 1 34 $4M

Collage Design & Construction Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$713K
Employer EIN592143889
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Collage Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Collage Companies Employee Stock Ownership Plan, Total assets ($B): 0.002669239 · Participants: 24Collage Companies Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Collage Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

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

Outside Florida, the nearest ESOP by assets is Matrix Construction Services Employee Stock Ownership Plan in CA ($3M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

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 Collage Companies Employee Stock Ownership Plan assets move in 2023?
Collage Companies Employee Stock Ownership Plan grew sharply - up 27.4% during 2023, from $2M to $3M. Reported net income was $713K.
How have Collage Design & Construction Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Collage Design & Construction Group, Inc.'s sponsor-wide assets grew 80.0%, from $2M to $4M.
Which ESOP plans are similar in size to Collage Companies Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Matrix Construction Services Employee Stock Ownership Plan in CA ($3M, 84 participants).
Which ESOP plans cover a similar participant headcount to Collage Companies Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants, N/A in assets).