ESOP · DOL Form 5500 · 2023

C.W. Holding Company, Inc. ESOP

Data updated 2026-08-11

$6M
Total assets
168
Participants
47th
Percentile by assets
$33,445
Avg per participant
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Official DOL plan name: C.W. Holding Company, Inc. Employee Stock Ownership Plan · Sponsored by C.W. Holding Company, Inc. · Ohio · Other Services

$6M in assets, 168 participants

C.W. Holding Company, Inc.'s C.W. Holding Company, Inc. Employee Stock Ownership Plan reported $6M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • 47th percentile by assets (of 127,072 plans)
  • #5,292 in Other Services (7,857 peers)

Coverage in Ohio

C.W. Holding Company, Inc. Employee Stock Ownership Plan covers 168 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

$6M
total plan assets (2023 EOY)
168
covered participants
47th
percentile by assets (of 127,072 plans)
$33,445
avg assets per participant

Where C.W. Holding Company, Inc. Employee Stock Ownership Plan sits by total assets

C.W. Holding Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,618,839 47th percentile higher than 47% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • C.W. Holding Company, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • C.W. Holding Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • C.W. Holding Company, Inc. Employee Stock Ownership Plan reported participants rose from 151 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Other Services

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. C.W. Holding Company, Inc. Employee Stock Ownership Plan reports 168 participants - about 22% of that state average ($6M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN831014608
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C.W. Holding Company, Inc.)

$3M$4M$5M$6M$7M 202220232024 $3.63M $6.16M ▲ +69.7%
Total plan assets by year, all C.W. Holding Company, Inc. plans on file
Year Plans Participants Total Assets
2022 1 151 $4M
2023 1 168 $6M
2024 1 179 $6M

Nearby ESOP Plans in Ohio

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

C.W. Holding Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants C.W. Holding Company…, Total assets ($B): 0.005618839 · Participants: 168C.W. Holding Company…Procter & Gamble Pro…, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industri…Messer Inc. Employee…, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee…Great Lakes Cheese C…, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese C…Cleveland Steel Cont…, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Cont…
C.W. Holding Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare C.W. Holding Company, Inc. Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to C.W. Holding Company, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did C.W. Holding Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
C.W. Holding Company, Inc. Employee Stock Ownership Plan surged - up 54.6% during 2023, from $4M to $6M. Reported net income was $2M.
How have C.W. Holding Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C.W. Holding Company, Inc.'s sponsor-wide assets grew 69.5%, from $4M to $6M.
Which ESOP plans are similar in size to C.W. Holding Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Maries County Bancorp, Inc. ESOP in MO ($6M, 122 participants).

Next read for C.W. Holding Company, Inc. Employee Stoc…

Filing takeaways

Ways to act on C.W. Holding Company, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, C.W. Holding Company, Inc. Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
  • C.W. Holding Company, Inc.'s sponsor-wide assets have grown 69.5% since 2022 across 3 plan years on file. More Other Services plans

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 831014608.

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.