ESOP · DOL Form 5500 · 2023

Comrex Corporation ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
21
Participants Small participant base
41st
Percentile by assets National rank
$199,748
Avg per participant Above avg balance/head
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Official DOL plan name: The Comrex Corporation Employee Stock Ownership Plan · Sponsored by Comrex Corporation · Massachusetts · Manufacturing

$4M in assets, 21 participants

Comrex Corporation's The Comrex Corporation Employee Stock Ownership Plan reported $4M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,540 in Manufacturing (18,722 peers)

Comrex Corporation multi-year trail

Comrex Corporation's plans moved -52.4% in assets from 2022 to 2024; this filing shows The Comrex Corporation Employee Stock Ownership Plan at $4M / 21 participants.

#4,540
in Manufacturing (18,722 peers)
-28.6%
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.

The Comrex Corporation Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

The Comrex Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$4,194,704 41st percentile higher than 41% 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

The Comrex Corporation 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. The Comrex Corporation Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Comrex Corporation Employee Stock Ownership Plan reported net income fell from -$840K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • The Comrex Corporation Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042279997 · Comrex Corporation PY 2023 · ESOP

The Comrex Corporation Employee Stock Ownership Plan · $4M · 21 · 41st

  • ASSETS $4M
  • ASSETS 21
  • ASSETS 41st
  • ASSETS ESOP
  • ASSETS near Alvest S.a.S Employee Stock Ownership Plan
  • ASSETS ind #4540

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 Massachusetts →

The Comrex Corporation Employee Stock Ownership Plan in the asset neighbourhood

Alvest S.a.S Employee Stock Ownership PlanAlvest S.a.S Employee Stock …$4MAllied Vaughn Employee Stock Ownership PlanAllied Vaughn Employee Stock…$4MNewberry Group Incorporated Employee Stock Ownership PlanNewberry Group Incorporated …$4MWise Consulting Associates, Inc. Profit Sharing PlanWise Consulting Associates, …$4MThe Comrex Corporation Employee Stock Ownership PlanThe Comrex Corporation Emplo…$4M
End-of-year total assets ($M) among The Comrex Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Comrex Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Comrex Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 52.37123239335331% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $5.87M $2.8M ▼ -52.3%
Year Plans Participants Total Assets
2022 1 21 $6M
2023 1 21 $4M
2024 1 20 $3M

Comrex Corporation filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN042279997
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

The Comrex Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants The Comrex Corporation Employee Stock Ownership Plan, Total assets ($M): 4.194704 · Participants: 21The Comrex Corporation Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
The Comrex Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare The Comrex Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest ESOP by assets is Alvest S.a.S Employee Stock Ownership Plan in CT ($4M); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 The Comrex Corporation Employee Stock Ownership Plan assets move in 2023? ▼
The Comrex Corporation Employee Stock Ownership Plan declined sharply - down 28.6% during 2023, from $6M to $4M. Reported net income was -$1M.
How have Comrex Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Comrex Corporation's sponsor-wide assets declined 52.4%, from $6M to $3M.
Which ESOP plans are similar in size to The Comrex Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alvest S.a.S Employee Stock Ownership Plan in CT ($4M, 886 participants).
Which ESOP plans cover a similar participant headcount to The Comrex Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants, $11M 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 042279997.

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.