ESOP · DOL Form 5500 · 2023

C.W. Holding Company, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
168
Participants Small participant base
47th
Percentile by assets National rank
$33,445
Avg per participant Low balance/head
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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.

  • #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.

#5,292
in Other Services (7,857 peers)
+54.6%
assets growth YoY

C.W. Holding Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

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 $2,050,000,000 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

C.W. Holding Company, 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. C.W. Holding Company, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (168 participants).

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 →

Published 5500 schedule card

Filing strip 831014608 · C.W. Holding Company, Inc. PY 2023 · ESOP

C.W. Holding Company, Inc. Employee Stock Ownership Plan · $6M · 168 · 47th

  • SCH $6M
  • SCH 168
  • SCH 47th
  • SCH ESOP
  • SCH near Maries County Bancorp, Inc. ESOP
  • SCH ind #5292

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 Ohio →

C.W. Holding Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Darmann Abrasive Products, Inc. Employee Stock Ownership PlanDarmann Abrasive Products, I…$6MC.W. Holding Company, Inc. Employee Stock Ownership PlanC.W. Holding Company, Inc. E…$6MMaries County Bancorp, Inc. ESOPMaries County Bancorp, Inc. …$6MStructures Employee Stock Ownership PlanStructures Employee Stock Ow…$6MKephart Architects, Inc. Employee Stock Ownership PlanKephart Architects, Inc. Emp…$6M
End-of-year total assets ($M) among C.W. Holding Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All C.W. Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 69.45065510763258% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.63M $6.16M ▲ +69.7%
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 ($B) Participants C.W. Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005618839 · Participants: 168C.W. Holding Company, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
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 Stock Ownership Plan side-by-side with 3 peers →

C.W. Holding Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Maries County Bancorp, Inc. ESOP in MO ($6M); by covered participants it is Kitware, Inc. Employee Ownership Plan in NY (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 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).
Which ESOP plans cover a similar participant headcount to C.W. Holding Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kitware, Inc. Employee Ownership Plan in NY (168 participants, $15M 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 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.