ESOP · DOL Form 5500 · 2023

Cobb, Fendley & Associates, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Small plan by assets: 568
Participants Below avg headcount: 76th
Percentile by assets National rank: $43,291
Avg per participant Low balance/head

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Official DOL plan name: Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Cobb, Fendley & Associates, Inc. · Texas · Professional & Technical Services

$25M in assets, 568 participants

Cobb, Fendley & Associates, Inc.'s Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan reported $25M in total assets and 568 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

#15,546 in Professional & Technical Services (20,321 peers)

Where Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan sits by assets

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $25M for 568 participants (~$43,291/participant), up 11.7% in 2023.

#15,546
in Professional & Technical Services (20,321 peers): +11.7%
assets growth YoY: 0.2×
vs typical plan assets (national mean)

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$24,589,429 Top 24% higher than 76% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Cobb, Fendley & Associates, 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. Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (568 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $954K in the plan year 2022 filing to $3M in the plan year 2023 filing.
Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 482 in the plan year 2022 filing to 568 in the plan year 2023 filing.
Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742192879 · Cobb, Fendley & Associates, Inc. PY 2023 · ESOP

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan · $25M · 568 · 76th

EOY $25M
5500 568
ASSETS 76th
PCT ESOP
EIN near Pacific Coast Ingredients Employee Stock Ownership Plan
RANK ind #15546

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 Texas →

End-of-year total assets ($M) among Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$22M
Net Assets (End of Year)	$25M
Net Income	$3M
Employer EIN	742192879
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cobb, Fendley & Associates, Inc.)

Latest sponsor-wide plan assets: $100M 41.733258306869025% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	983	$71M
2023	2	1,180	$85M
2024	2	1,204	$100M

Nearby ESOP Plans in Texas

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

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
Highland Homes Employee Stock Ownership Plan $885M · 791
Austin Industries Employee Stock Ownership Plan $498M · 4,510
Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439

Compare Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Pacific Coast Ingredients Employee Stock Ownership Plan in CA ($25M); by covered participants it is Integra Technologies Employee Stock Ownership Plan in KS (569 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Pacific Coast Ingredients Employee Stock Ownership Plan (CA) $25M · 41
First Financial Corporation Employee Stock Ownership Plan (IN) $25M · 742
Technical Builders, Inc. Employee Stock Ownership Plan (CA) $25M · 37
X-Cel Tooling, Inc. Employee Stock Ownership Plan (WI) $25M · 51

Similar participant headcount

Nearest other-state filings by covered participants (568 participants); asset peers above are excluded.

Integra Technologies Employee Stock Ownership Plan (KS) 569 · 1 off
Parametrix, Inc. Employee Stock Ownership Plan (WA) 570 · 2 off
Telligen, Inc. Employee Stock Ownership Plan (IA) 570 · 2 off
Ea Engineering, Science, and Technology, Inc., Pbc Employee Stock Ownership Plan (MD) 566 · 2 off

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 Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.7% during 2023, from $22M to $25M. Reported net income was $3M.

How have Cobb, Fendley & Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cobb, Fendley & Associates, Inc.'s sponsor-wide assets grew 41.7%, from $71M to $100M.

Where does Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Pacific Coast Ingredients Employee Stock Ownership Plan in CA ($25M, 41 participants).

Which ESOP plans cover a similar participant headcount to Cobb, Fendley & Associates, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by covered participants is Integra Technologies Employee Stock Ownership Plan in KS (569 participants, $49M 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 742192879.