ESOP · DOL Form 5500 · 2023

Community Living Concepts, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
85
Participants Small participant base
34th
Percentile by assets National rank
$32,016
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Community Living Concepts, Inc. Employee Stock Ownership Plan · Sponsored by Community Living Concepts, Inc. · Texas · Healthcare & Social Assistance

$3M in assets, 85 participants

Community Living Concepts, Inc.'s Community Living Concepts, Inc. Employee Stock Ownership Plan reported $3M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,144 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Community Living Concepts, Inc. Employee Stock Ownership Plan holds $3M for 85 participants - about $32,016 per participant, in the lower half of filed plans by assets.

#6,144
in Healthcare & Social Assistance (17,684 peers)
-0.3%
assets change YoY

Community Living Concepts, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Community Living Concepts, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,721,365 34th percentile higher than 34% 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

Community Living Concepts, 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. Community Living Concepts, Inc. Employee Stock Ownership Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community Living Concepts, Inc. Employee Stock Ownership Plan reported net income fell from $402K in the plan year 2022 filing to $75K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 751726950 · Community Living Concepts, Inc. PY 2023 · ESOP

Community Living Concepts, Inc. Employee Stock Ownership Plan · $3M · 85 · 34th

  • VS-ST $3M
  • VS-ST 85
  • VS-ST 34th
  • VS-ST ESOP
  • VS-ST near Surgical Communications Employee Stock Ownership Plan and Trust
  • VS-ST ind #6144

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 Texas →

Community Living Concepts, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Community Living Concepts, Inc. Employee Stock Ownership PlanCommunity Living Concepts, I…$3MSurgical Communications Employee Stock Ownership Plan and TrustSurgical Communications Empl…$3MDaily Printing, Inc. Employee Stock Ownership PlanDaily Printing, Inc. Employe…$3MHenick-Lane Service Corp. Employee Stock Ownership PlanHenick-Lane Service Corp. Em…$3MP & M Steel Co. Employee Stock Ownership PlanP & M Steel Co. Employee Sto…$3M
End-of-year total assets ($M) among Community Living Concepts, 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)$3M
Net Assets (End of Year)$3M
Net Income$75K
Employer EIN751726950
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Living Concepts, Inc.)

Sponsor-wide plan assets over time

All Community Living Concepts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.281643517153663% vs 2022
2024 filing year
$2.6M$2.65M$2.7M$2.75M 202220232024 $2.73M $2.64M ▼ -3.3%
Year Plans Participants Total Assets
2022 1 85 $3M
2023 1 85 $3M
2024 1 82 $3M

Nearby ESOP Plans in Texas

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

Community Living Concepts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Community Living Concepts, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002721365 · Participants: 85Community Living Concepts, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Community Living Concepts, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Community Living Concepts, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Community Living Concepts, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Surgical Communications Employee Stock Ownership Plan and Trust in NE ($3M); by covered participants it is Citadel Environmental Services, Inc. Employee Stock Ownership Plan in CA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Community Living Concepts, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Community Living Concepts, Inc. Employee Stock Ownership Plan held essentially flat - down 0.3% during 2023, from $3M to $3M. Reported net income was $75K.
How have Community Living Concepts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community Living Concepts, Inc.'s sponsor-wide assets declined 3.3%, from $3M to $3M.
Which ESOP plans are similar in size to Community Living Concepts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Surgical Communications Employee Stock Ownership Plan and Trust in NE ($3M, 31 participants).
Which ESOP plans cover a similar participant headcount to Community Living Concepts, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Citadel Environmental Services, Inc. Employee Stock Ownership Plan in CA (85 participants, $9M 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 751726950.

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.