ESOP · DOL Form 5500 · 2023

Clg Holding, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
39
Participants Small participant base
59th
Percentile by assets National rank
$256,668
Avg per participant Above avg balance/head
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Official DOL plan name: Clg Holding, Inc Employee Stock Ownership Plan · Sponsored by Clg Holding, Inc. · West Virginia · Professional & Technical Services

$10M in assets, 39 participants

Clg Holding, Inc.'s Clg Holding, Inc Employee Stock Ownership Plan reported $10M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,623 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Clg Holding, Inc Employee Stock Ownership Plan holds $10M for 39 participants - about $256,668 per participant, above the median plan by assets.

#11,623
in Professional & Technical Services (20,321 peers)
-0.2%
assets change YoY

Clg Holding, Inc Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Clg Holding, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$10,010,063 Top 41% higher than 59% 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

Clg Holding, Inc Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clg Holding, Inc Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clg Holding, Inc Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $62K in the plan year 2023 filing.
  • Clg Holding, Inc Employee Stock Ownership Plan reported participants fell from 44 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 510407129 · Clg Holding, Inc. PY 2023 · ESOP

Clg Holding, Inc Employee Stock Ownership Plan · $10M · 39 · 59th

  • 5500 $10M
  • ASSETS 39
  • PCT 59th
  • EIN ESOP
  • RANK near Donley Companies, Inc. Employee Stock Ownership Plan
  • PHOTO ind #11623

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 West Virginia →

Clg Holding, Inc Employee Stock Ownership Plan in the asset neighbourhood

Clg Holding, Inc Employee Stock Ownership PlanClg Holding, Inc Employee St…$10MDonley Companies, Inc. Employee Stock Ownership PlanDonley Companies, Inc. Emplo…$10MAcme Rigging Company, Inc. Employee Stock Ownership PlanAcme Rigging Company, Inc. E…$10MWest Press Employee Stock Ownership PlanWest Press Employee Stock Ow…$10MStandard Golf Company Employee Stock Ownership PlanStandard Golf Company Employ…$10M
End-of-year total assets ($M) among Clg Holding, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$62K
Employer EIN510407129
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clg Holding, Inc.)

Sponsor-wide plan assets over time

All Clg Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 3.569203901321623% vs 2022
2024 filing year
$9.8M$10M$10.2M$10.4M$10.6M 202220232024 $10M $10.4M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 44 $10M
2023 1 39 $10M
2024 1 42 $10M

Nearby ESOP Plans in West Virginia

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

Clg Holding, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080100 Total assets ($M) Participants Clg Holding, Inc Employee Stock Ownership Plan, Total assets ($M): 10.010063 · Participants: 39Clg Holding, Inc Employee Stock Ownership PlanTriton Employee Stock Ownership Plan, Total assets ($M): 81.933827 · Participants: 61Triton Employee Stock Ownership PlanPort Amherst, Ltd. Employee Stock Ownership Plan, Total assets ($M): 42.811968 · Participants: 325Port Amherst, Ltd. Employee Stock Ownership PlanMulberry's Independent Home Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 36.78 · Participants: 1687Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanWeirton Geriatric Center, Inc. Employees' Stock Ownership Plan, Total assets ($M): 29.237019 · Participants: 137Weirton Geriatric Center, Inc. Employees' Stock Ownership PlanCgp Foods Inc. Employee Stock Ownership Plan, Total assets ($M): 20.596104 · Participants: 282Cgp Foods Inc. Employee Stock Ownership Plan
Clg Holding, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
Compare Clg Holding, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Clg Holding, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside West Virginia, the nearest ESOP by assets is Donley Companies, Inc. Employee Stock Ownership Plan in OH ($10M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants). Same-state nearby plans are listed separately above.

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 Clg Holding, Inc Employee Stock Ownership Plan assets move in 2023? ▼
Clg Holding, Inc Employee Stock Ownership Plan held essentially flat - down 0.2% during 2023, from $10M to $10M. Reported net income was $62K.
How have Clg Holding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clg Holding, Inc.'s sponsor-wide assets grew 3.6%, from $10M to $10M.
Which ESOP plans are similar in size to Clg Holding, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Donley Companies, Inc. Employee Stock Ownership Plan in OH ($10M, 492 participants).
Which ESOP plans cover a similar participant headcount to Clg Holding, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants, $29M 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 510407129.

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.