ESOP · DOL Form 5500 · 2023

Churchill Holdings, Inc. ESOP

Data updated 2026-08-25

$81M
Total assets Below avg plan size
474
Participants Below avg headcount
90th
Percentile by assets National rank
$171,191
Avg per participant Above avg balance/head
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Official DOL plan name: Churchill Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Churchill Holdings, Inc. · Tennessee · Management of Enterprises

$81M in assets, 474 participants

Churchill Holdings, Inc.'s Churchill Holdings, Inc. Employee Stock Ownership Plan reported $81M in total assets and 474 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #842 in Management of Enterprises (1,137 peers)

Coverage in Tennessee

Churchill Holdings, Inc. Employee Stock Ownership Plan covers 474 participants in Tennessee, about 42% of the average Tennessee filer (state average ~1,126 per filing). Assets: $81M.

#842
in Management of Enterprises (1,137 peers)
-12.9%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Churchill Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Churchill Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$81,144,338 Top 10% higher than 90% 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

Churchill Holdings, Inc. 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. Churchill Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (474 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Churchill Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $93M in the plan year 2022 filing to $81M in the plan year 2023 filing.
  • Churchill Holdings, Inc. Employee Stock Ownership Plan reported net income fell from -$13M in the plan year 2022 filing to -$15M in the plan year 2023 filing.
  • Churchill Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 512 in the plan year 2022 filing to 474 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 901013848 · Churchill Holdings, Inc. PY 2023 · ESOP

Churchill Holdings, Inc. Employee Stock Ownership Plan · $81M · 474 · 90th

  • BOY $81M
  • SCH 474
  • EBSA 90th
  • PART ESOP
  • TYPE near Electrical Consultants, Inc. Employee Stock Ownership Plan
  • NET ind #842

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 Tennessee →

Churchill Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Albert C. Kobayashi, Inc. Employee Stock Ownership PlanAlbert C. Kobayashi, Inc. Em…$82MElectrical Consultants, Inc. Employee Stock Ownership PlanElectrical Consultants, Inc.…$81MChurchill Holdings, Inc. Employee Stock Ownership PlanChurchill Holdings, Inc. Emp…$81MCommunity Bancshares of Mississippi, Inc. Employee Stock Ownership PlanCommunity Bancshares of Miss…$81MCommercial Plumbing Inc. ESOP$81M
End-of-year total assets ($M) among Churchill Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$49M
Net Income-$15M
Employer EIN901013848
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Churchill Holdings, Inc.)

Sponsor-wide plan assets over time

All Churchill Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 36.62700698445628% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $93.1M $59M ▼ -36.6%
Year Plans Participants Total Assets
2022 1 512 $93M
2023 1 474 $81M
2024 1 387 $59M

Nearby ESOP Plans in Tennessee

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

Churchill Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants Churchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 81.144338 · Participants: 474Churchill Holdings, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Churchill Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Churchill Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Churchill Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Electrical Consultants, Inc. Employee Stock Ownership Plan in MT ($81M); by covered participants it is Community Bankshares, Inc. Employee Stock Ownership and Trust in GA (474 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (474 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 Churchill Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Churchill Holdings, Inc. Employee Stock Ownership Plan pulled back noticeably - down 12.9% during 2023, from $93M to $81M. Reported net income was -$15M.
How have Churchill Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Churchill Holdings, Inc.'s sponsor-wide assets declined 36.6%, from $93M to $59M.
Where does Churchill Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Churchill Holdings, Inc. Employee Stock Ownership Plan ranks in the 90th 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 Churchill Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Electrical Consultants, Inc. Employee Stock Ownership Plan in MT ($81M, 720 participants).
Which ESOP plans cover a similar participant headcount to Churchill Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Community Bankshares, Inc. Employee Stock Ownership and Trust in GA (474 participants, $9K 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 901013848.

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.