ESOP · DOL Form 5500 · 2023

Comfort View Holdings, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
120
Participants Small participant base
44th
Percentile by assets National rank
$41,733
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Comfort View Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Comfort View Holdings, Inc. · Georgia · Retail Trade

$5M in assets, 120 participants

Comfort View Holdings, Inc.'s Comfort View Holdings, Inc. Employee Stock Ownership Plan reported $5M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #4,626 in Retail Trade (8,414 peers)

Coverage in Georgia

Comfort View Holdings, Inc. Employee Stock Ownership Plan covers 120 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $5M.

#4,626
in Retail Trade (8,414 peers)
$3M
reported net income

Comfort View Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

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

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

$5,008,000 44th percentile higher than 44% 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

Comfort View 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. Comfort View Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (120 participants).

Plan-year Form 5500 strip

Filing strip 921547120 · Comfort View Holdings, Inc. PY 2023 · ESOP

Comfort View Holdings, Inc. Employee Stock Ownership Plan · $5M · 120 · 44th

  • BOOK $5M
  • VS-ST 120
  • BOY 44th
  • SCH ESOP
  • EBSA near Asbury Carbons, Inc. Employee Stock Ownership Plan
  • PART ind #4626

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 Georgia →

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

Comfort View Holdings, Inc. Employee Stock Ownership PlanComfort View Holdings, Inc. …$5MAsbury Carbons, Inc. Employee Stock Ownership PlanAsbury Carbons, Inc. Employe…$5MAvian Holdings, Inc. Employee Stock Ownership PlanAvian Holdings, Inc. Employe…$5MV3 Companies, Ltd. Employee Stock Ownership PlanV3 Companies, Ltd. Employee …$5MPacific Vascular Incorporated Employee Stock Ownership PlanPacific Vascular Incorporate…$5M
End-of-year total assets ($M) among Comfort View Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$3M
Net Income$3M
Employer EIN921547120
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Comfort View Holdings, Inc.)

Sponsor-wide plan assets over time

All Comfort View Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.162939297124602% vs 2023
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 20232024 $5.01M $6.17M ▲ +23.2%
Year Plans Participants Total Assets
2023 1 120 $5M
2024 1 129 $6M

Nearby ESOP Plans in Georgia

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

Comfort View Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Comfort View Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 5.008 · Participants: 120Comfort View Holdings, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Comfort View Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Comfort View Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest ESOP by assets is Asbury Carbons, Inc. Employee Stock Ownership Plan in DE ($5M); by covered participants it is Gordon, Inc. Employee Stock Ownership Plan in LA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 have Comfort View Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Comfort View Holdings, Inc.'s sponsor-wide assets grew 23.2%, from $5M to $6M.
Which ESOP plans are similar in size to Comfort View Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Asbury Carbons, Inc. Employee Stock Ownership Plan in DE ($5M, 169 participants).
Which ESOP plans cover a similar participant headcount to Comfort View Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gordon, Inc. Employee Stock Ownership Plan in LA (120 participants, $41M 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 921547120.

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.