ESOP · DOL Form 5500 · 2023

Corgan Associates Holdings, Inc. ESOP

Data updated 2026-08-11

$97M
Total assets: 734
Participants: 91st
Percentile by assets: $132,224
Avg per participant

Official DOL plan name: Corgan Employee Stock Ownership Plan · Sponsored by Corgan Associates Holdings, Inc. · Texas · Professional & Technical Services

$97M in assets, 734 participants

Corgan Associates Holdings, Inc.'s Corgan Employee Stock Ownership Plan reported $97M in total assets and 734 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 127,072 plans)
#18,749 in Professional & Technical Services (20,321 peers)

Where Corgan Employee Stock Ownership Plan sits by assets

Corgan Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $97M for 734 participants (~$132,224/participant), up 31.8% in 2023.

$97M
total plan assets (2023 EOY): 734
covered participants: 91st
percentile by assets (of 127,072 plans): $132,224
avg assets per participant

Where Corgan Employee Stock Ownership Plan sits by total assets

Corgan Employee Stock Ownership Plan vs every filed plan by assets

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

$97,052,593 Top 9% higher than 91% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Corgan Employee Stock Ownership Plan end-of-year assets rose from $74M in the plan year 2022 filing to $97M in the plan year 2023 filing.
Corgan Employee Stock Ownership Plan reported participants rose from 591 in the plan year 2022 filing to 734 in the plan year 2023 filing.
Corgan Employee Stock Ownership Plan reported net income rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Texas

Industry

Professional & Technical Services

Corgan Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Corgan Employee Stock Ownership Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$74M
Net Assets (End of Year)	$97M
Net Income	$23M
Employer EIN	810856764
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Corgan Associates Holdings, Inc.)

Total plan assets by year, all Corgan Associates Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	591	$74M
2023	1	734	$97M
2024	1	888	$123M

Nearby ESOP Plans in Texas

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

Corgan Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
Highland Homes Employee Stock Ownership Plan $885M · 791
Austin Industries Employee Stock Ownership Plan $498M · 4,510
Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439

Compare Corgan Employee Stock Ownership Plan side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Corgan Employee Stock Ownership Plan by total assets, not by location.

Dvl Group, Inc. Employee Stock Ownership Plan (PA) $97M · 138
North State Grocery, Inc. Employee Stock Ownership Plan (CA) $97M · 621
Tecnico Corporation Employee Stock Ownership Plan (VA) $97M · 533
Tradehome Shoe Stores, Inc. Employee Stock Ownership Plan and Trust (MN) $97M · 321

Frequently Asked Questions

How did Corgan Employee Stock Ownership Plan assets move in 2023? ▼

Corgan Employee Stock Ownership Plan surged - up 31.8% during 2023, from $74M to $97M. Reported net income was $23M.

How have Corgan Associates Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Corgan Associates Holdings, Inc.'s sponsor-wide assets grew 67.5%, from $74M to $123M.

Where does Corgan Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Corgan Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Corgan Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Dvl Group, Inc. Employee Stock Ownership Plan in PA ($97M, 138 participants).

Next read for Corgan Employee Stock Ownership Plan

Scale reading

Ways to act on Corgan Employee Stock Ownership Plan's numbers.

By total assets, Corgan Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
Corgan Associates Holdings, Inc.'s sponsor-wide assets have grown 67.5% since 2022 across 3 plan years on file. More Professional & Technical 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 810856764.