ESOP · DOL Form 5500 · 2023

Common Thread Collective, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
75
Participants Small participant base
33rd
Percentile by assets National rank
$32,446
Avg per participant Low balance/head
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Official DOL plan name: Common Thread Collective Employee Stock Ownership Plan · Sponsored by Common Thread Collective, Inc. · Florida · Professional & Technical Services

$2M in assets, 75 participants

Common Thread Collective, Inc.'s Common Thread Collective Employee Stock Ownership Plan reported $2M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,935 in Professional & Technical Services (20,321 peers)

Common Thread Collective, Inc. multi-year trail

Common Thread Collective, Inc.'s plans moved +109.1% in assets from 2022 to 2024; this filing shows Common Thread Collective Employee Stock Ownership Plan at $2M / 75 participants.

#5,935
in Professional & Technical Services (20,321 peers)
-3.4%
assets change YoY

Common Thread Collective Employee Stock Ownership Plan among the smaller filed plans by assets

Common Thread Collective Employee Stock Ownership Plan vs every filed plan by assets

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

$2,433,457 33rd percentile higher than 33% 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

Common Thread Collective 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. Common Thread Collective Employee Stock Ownership Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Common Thread Collective Employee Stock Ownership Plan reported net income rose from $749K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Common Thread Collective Employee Stock Ownership Plan reported participants fell from 134 in the plan year 2022 filing to 75 in the plan year 2023 filing.
  • Common Thread Collective Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 364809528 · Common Thread Collective, Inc. PY 2023 · ESOP

Common Thread Collective Employee Stock Ownership Plan · $2M · 75 · 33rd

  • EBSA $2M
  • EBSA 75
  • EBSA 33rd
  • EBSA ESOP
  • EBSA near Ovare Group, Inc. Employee Stock Ownership Plan and Trust
  • EBSA ind #5935

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 Florida →

Common Thread Collective Employee Stock Ownership Plan in the asset neighbourhood

Oxford Construction Company Employee Stock Ownership PlanOxford Construction Company …$2MCommon Thread Collective Employee Stock Ownership PlanCommon Thread Collective Emp…$2MOvare Group, Inc. Employee Stock Ownership Plan and TrustOvare Group, Inc. Employee S…$2MFirst Robinson Financial Corporation Employee Stock Ownership PlanFirst Robinson Financial Cor…$2MBusch Products, Inc. Employee Stock Ownership PlanBusch Products, Inc. Employe…$2M
End-of-year total assets ($M) among Common Thread Collective Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Common Thread Collective, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Common Thread Collective, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 109.08317126186935% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $4.81M $10.1M ▲ +108.9%
Year Plans Participants Total Assets
2022 2 258 $5M
2023 2 146 $5M
2024 2 98 $10M

Common Thread Collective, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN364809528
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Common Thread Collective Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Common Thread Collective Employee Stock Ownership Plan, Total assets ($B): 0.002433457 · Participants: 75Common Thread Collective Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Common Thread Collective Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Common Thread Collective Employee Stock Ownership Plan side-by-side with 3 peers →

Common Thread Collective Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Ovare Group, Inc. Employee Stock Ownership Plan and Trust in KY ($2M); by covered participants it is Mountz, Inc. Employee Stock Ownership Plan and Trust in CA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Common Thread Collective Employee Stock Ownership Plan assets move in 2023? ▼
Common Thread Collective Employee Stock Ownership Plan edged down modestly - down 3.4% during 2023, from $3M to $2M. Reported net income was $2M.
How have Common Thread Collective, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Common Thread Collective, Inc.'s sponsor-wide assets grew 109.1%, from $5M to $10M.
Which ESOP plans are similar in size to Common Thread Collective Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ovare Group, Inc. Employee Stock Ownership Plan and Trust in KY ($2M, 102 participants).
Which ESOP plans cover a similar participant headcount to Common Thread Collective Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mountz, Inc. Employee Stock Ownership Plan and Trust in CA (75 participants, $14M 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 364809528.

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.