ESOP · DOL Form 5500 · 2023

Contegra Holdings, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
58
Participants Small participant base
56th
Percentile by assets National rank
$155,574
Avg per participant Above avg balance/head
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Official DOL plan name: Contegra Employee Stock Ownership Plan · Sponsored by Contegra Holdings, Inc. · Illinois · Construction

$9M in assets, 58 participants

Contegra Holdings, Inc.'s Contegra Employee Stock Ownership Plan reported $9M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #4,943 in Construction (9,030 peers)

Contegra Holdings, Inc. multi-year trail

Contegra Holdings, Inc.'s plans moved +32.0% in assets from 2022 to 2024; this filing shows Contegra Employee Stock Ownership Plan at $9M / 58 participants.

#4,943
in Construction (9,030 peers)
+14.7%
assets growth YoY

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

Contegra Employee Stock Ownership Plan vs every filed plan by assets

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

$9,023,282 Top 44% higher than 56% 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

Contegra 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. Contegra Employee Stock Ownership Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Contegra Employee Stock Ownership Plan reported net income rose from -$30M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Contegra Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Contegra Employee Stock Ownership Plan reported participants rose from 52 in the plan year 2022 filing to 58 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 883063335 · Contegra Holdings, Inc. PY 2023 · ESOP

Contegra Employee Stock Ownership Plan · $9M · 58 · 56th

  • IND $9M
  • EOY 58
  • 5500 56th
  • ASSETS ESOP
  • PCT near Msa Consulting, Inc. Employee Stock Ownership Plan
  • EIN ind #4943

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 Illinois →

Contegra Employee Stock Ownership Plan in the asset neighbourhood

Wang Technology Employee Stock Ownership PlanWang Technology Employee Sto…$9MCai Employee Stock Ownership PlanCai Employee Stock Ownership…$9MContegra Employee Stock Ownership PlanContegra Employee Stock Owne…$9MMsa Consulting, Inc. Employee Stock Ownership PlanMsa Consulting, Inc. Employe…$9MMuir Omni Graphics, Inc. Employee Stock Ownership PlanMuir Omni Graphics, Inc. Emp…$9M
End-of-year total assets ($M) among Contegra Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Contegra Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Contegra Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 32.035148880086986% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.87M $10.4M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 52 $8M
2023 1 58 $9M
2024 1 64 $10M

Contegra Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)-$28M
Net Income$1M
Employer EIN883063335
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Contegra Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Contegra Employee Stock Ownership Plan, Total assets ($B): 0.009023282 · Participants: 58Contegra Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Contegra Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Contegra Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Msa Consulting, Inc. Employee Stock Ownership Plan in CA ($9M); by covered participants it is First Union Financial Corporation Employee Stock Ownership Plan in AR (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Contegra Employee Stock Ownership Plan assets move in 2023? ▼
Contegra Employee Stock Ownership Plan grew at a solid clip - up 14.7% during 2023, from $8M to $9M. Reported net income was $1M.
How have Contegra Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Contegra Holdings, Inc.'s sponsor-wide assets grew 32.0%, from $8M to $10M.
Which ESOP plans are similar in size to Contegra Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Msa Consulting, Inc. Employee Stock Ownership Plan in CA ($9M, 66 participants).
Which ESOP plans cover a similar participant headcount to Contegra Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Union Financial Corporation Employee Stock Ownership Plan in AR (58 participants, $2M 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 883063335.

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.