Other
2023 plan-year Other DOL Form 5500

Conco Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Conco Holding Company, Inc. · Kansas · Construction

What the 2023 filing shows

Conco Employee Stock Ownership Plan holds $137K for 258 participants — about $530 per participant, down 88.5% over the 2023 plan year.

$137K
total plan assets (2023 EOY)
258
covered participants
$530
avg assets per participant
-88.5%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$137K
Participants
258
State
Industry
Construction

What the Filing Says About Conco Employee Stock Ownership Plan

Conco Employee Stock Ownership Plan is a Other retirement plan sponsored by Conco Holding Company, Inc., headquartered in Kansas. As of the 2023 Form 5500 filing, the plan reports $137K in total end-of-year assets and covers 258 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 861197039, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2023 to $137K at year-end — a decline of 88.5%. Net assets (after liabilities) closed the year at $-776,716, with reported net income of $-1,032,067 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1M
Total Assets (End of Year)$137K
Net Assets (End of Year)$-776,716
Net Income$-1,032,067
Plan TypeOther
Employer EIN861197039
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conco Holding Company, Inc.)

Year Plans Participants Total Assets
2022 1 264 $1M
2023 1 258 $137K
2024 1 296 $122K

Nearby Other Plans in Kansas

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

Frequently Asked Questions

How much money is in the Conco Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Conco Employee Stock Ownership Plan holds $137K in total assets with 258 participants. It is sponsored by Conco Holding Company, Inc..
What type of plan is Conco Employee Stock Ownership Plan?
Conco Employee Stock Ownership Plan is a Other plan. It has been effective since 2020-01-01. The plan is filed with the U.S. Department of Labor under EIN 861197039.
Who sponsors the Conco Employee Stock Ownership Plan?
Conco Employee Stock Ownership Plan is sponsored by Conco Holding Company, Inc., located in Kansas. The sponsor's EIN is 861197039 and the plan operates in the Construction industry.
How did Conco Employee Stock Ownership Plan perform in 2023?
Conco Employee Stock Ownership Plan declined by 88.5% during 2023, moving from $1M to $137K in total assets. Net income was $-1,032,067.
Where can I find official filings for Conco Employee Stock Ownership Plan?
Official Form 5500 filings for Conco Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 861197039 or plan name at efast.dol.gov.
How does Conco Employee Stock Ownership Plan compare to other plans?
You can compare Conco Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Kansas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 861197039.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.