COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 6, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

COMMONWEALTH HOLDINGS, INC.

This Other plan holds $148M in total assets and serves 214 participants as of 2023. It is sponsored by COMMONWEALTH HOLDINGS, INC. in Nebraska. The plan reported positive net income of $56M for the year.

Total Assets (2023)

$148M

Participants

214

State

Nebraska

Industry

Construction

What the Filing Says About COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by COMMONWEALTH HOLDINGS, INC., headquartered in Nebraska. As of the 2023 Form 5500 filing, the plan reports $148M in total end-of-year assets and covers 214 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 365040351, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $92M at the beginning of 2023 to $148M at year-end — a gain of 60.6%. Net assets (after liabilities) closed the year at $143M, with reported net income of $56M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$92M
Total Assets (End of Year)	$148M
Net Assets (End of Year)	$143M
Net Income	$56M
Plan Type	Other
Employer EIN	365040351
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (COMMONWEALTH HOLDINGS, INC.)

Year	Plans	Participants	Total Assets
2022	1	169	$92M
2023	2	406	$170M
2024	2	477	$231M

Nearby Other Plans in Nebraska

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

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STEAMFITTERS LOCAL UNION NO. 464 PENSION PLAN $240M · 1,136
IBEW LOCAL UNION NO. 22/NECA DEFINED BENEFIT PENSION FUND, PLAN A $189M · 1,442
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Frequently Asked Questions

How much money is in the COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼

As of the 2023 Form 5500 filing, COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $148M in total assets with 214 participants. It is sponsored by COMMONWEALTH HOLDINGS, INC..

What type of plan is COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼

COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 365040351.

Who sponsors the COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼

COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by COMMONWEALTH HOLDINGS, INC., located in Nebraska. The sponsor's EIN is 365040351 and the plan operates in the Construction industry.

How did COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023? ▼

COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN grew by 60.6% during 2023, moving from $92M to $148M in total assets. Net income was $56M.

Where can I find official filings for COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼

Official Form 5500 filings for COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 365040351 or plan name at efast.dol.gov.

How does COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans? ▼

You can compare COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Nebraska on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.