ESOP · DOL Form 5500 · 2023

Commonwealth Holdings, Inc. ESOP

Data updated 2026-08-25

$148M
Total assets Near avg plan size
214
Participants Below avg headcount
93rd
Percentile by assets National rank
$690,584
Avg per participant High balance/head
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Official DOL plan name: Commonwealth Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Commonwealth Holdings, Inc. · Nebraska · Construction

$148M in assets, 214 participants

Commonwealth Holdings, Inc.'s Commonwealth Holdings, Inc. Employee Stock Ownership Plan reported $148M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,308 in Construction (9,030 peers)

Coverage in Nebraska

Commonwealth Holdings, Inc. Employee Stock Ownership Plan covers 214 participants in Nebraska, about 39% of the average Nebraska filer (state average ~552 per filing). Assets: $148M.

#8,308
in Construction (9,030 peers)
+60.6%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Commonwealth Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Commonwealth Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$147,784,876 Top 7% higher than 93% 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

Commonwealth Holdings, 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. Commonwealth Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Commonwealth Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $33M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Commonwealth Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $92M in the plan year 2022 filing to $148M in the plan year 2023 filing.
  • Commonwealth Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 169 in the plan year 2022 filing to 214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 365040351 · Commonwealth Holdings, Inc. PY 2023 · ESOP

Commonwealth Holdings, Inc. Employee Stock Ownership Plan · $148M · 214 · 93rd

  • PCT $148M
  • PCT 214
  • PCT 93rd
  • PCT ESOP
  • PCT near Employee Owned Holdings, Inc. Employee Stock Ownership Plan
  • PCT ind #8308

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 Nebraska →

Commonwealth Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Robinson Inc. ESOP Plan & TrustRobinson Inc. ESOP Plan & Tr…$149MCommonwealth Holdings, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. …$148MEmployee Owned Holdings, Inc. Employee Stock Ownership PlanEmployee Owned Holdings, Inc…$148MBancfirst Corporation Employee Stock Ownership PlanBancfirst Corporation Employ…$147MStock Yards Bank & Trust Company 401(k) EmployeeStock Yards Bank & Trust Com…$147M
End-of-year total assets ($M) among Commonwealth Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$143M
Net Income$56M
Employer EIN365040351
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Commonwealth Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$231M 151.48894277217016% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $92.1M $231M ▲ +151.5%
Year Plans Participants Total Assets
2022 1 169 $92M
2023 2 406 $170M
2024 2 477 $231M

Nearby ESOP Plans in Nebraska

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

Commonwealth Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Commonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 147.784876 · Participants: 214Commonwealth Holdings, Inc. Employee Stock Ownership PlanMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 392.139506 · Participants: 1316Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 217.903912 · Participants: 65Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 118.345407 · Participants: 242Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.323024 · Participants: 386Majors Plastics, Inc. Employee Stock Ownership PlanDrake-Williams Steel, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.070805 · Participants: 234Drake-Williams Steel, Inc. Employee Stock Ownership Plan
Commonwealth Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Commonwealth Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest ESOP by assets is Employee Owned Holdings, Inc. Employee Stock Ownership Plan in TX ($148M); by covered participants it is Wws Holdings, Inc. Employee Stock Ownership Plan in OR (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Commonwealth Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Commonwealth Holdings, Inc. Employee Stock Ownership Plan surged - up 60.6% during 2023, from $92M to $148M. Reported net income was $56M.
How have Commonwealth Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Commonwealth Holdings, Inc.'s sponsor-wide assets grew 151.5%, from $92M to $231M.
Where does Commonwealth Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Commonwealth Holdings, Inc. Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Commonwealth Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Owned Holdings, Inc. Employee Stock Ownership Plan in TX ($148M, 304 participants).
Which ESOP plans cover a similar participant headcount to Commonwealth Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wws Holdings, Inc. Employee Stock Ownership Plan in OR (214 participants, $3M 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 365040351.

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.