ESOP · DOL Form 5500 · 2023

Corgan Associates Holdings, Inc. ESOP

Data updated 2026-08-25

$97M
Total assets Below avg plan size
734
Participants Near avg headcount
91st
Percentile by assets National rank
$132,224
Avg per participant Near avg balance/head
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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.

  • #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.

#18,749
in Professional & Technical Services (20,321 peers)
+31.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Corgan Employee Stock Ownership Plan's outsized position 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

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

Corgan 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. Corgan Employee Stock Ownership Plan sits mid-pack in the medium band (734 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

EBSA filing schedule strip

Filing strip 810856764 · Corgan Associates Holdings, Inc. PY 2023 · ESOP

Corgan Employee Stock Ownership Plan · $97M · 734 · 91st

  • BOY $97M
  • BOY 734
  • BOY 91st
  • BOY ESOP
  • BOY near Dvl Group, Inc. Employee Stock Ownership Plan
  • BOY ind #18749

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 →

Corgan Employee Stock Ownership Plan in the asset neighbourhood

Tecnico Corporation Employee Stock Ownership PlanTecnico Corporation Employee…$97MNorth State Grocery, Inc. Employee Stock Ownership PlanNorth State Grocery, Inc. Em…$97MCorgan Employee Stock Ownership PlanCorgan Employee Stock Owners…$97MDvl Group, Inc. Employee Stock Ownership PlanDvl Group, Inc. Employee Sto…$97MTradehome Shoe Stores, Inc. Employee Stock Ownership Plan and TrustTradehome Shoe Stores, Inc. …$97M
End-of-year total assets ($M) among Corgan Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$97M
Net Income$23M
Employer EIN810856764
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corgan Associates Holdings, Inc.)

Sponsor-wide plan assets over time

All Corgan Associates Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$123M 67.53662430269365% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $73.6M $123M ▲ +67.5%
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 Scatter plot of 6 data points. 010002000300040005000 -50510152025 Total assets ($B) Participants Corgan Employee Stock Ownership Plan, Total assets ($B): 0.097052593 · Participants: 734Corgan 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
Corgan Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Corgan Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Dvl Group, Inc. Employee Stock Ownership Plan in PA ($97M); by covered participants it is United Production Framing, Inc. Employee Stock Ownership Plan in CA (734 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (734 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 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).
Which ESOP plans cover a similar participant headcount to Corgan Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is United Production Framing, Inc. Employee Stock Ownership Plan in CA (734 participants, $79M 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 810856764.

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.