ESOP · DOL Form 5500 · 2023

Comfort View Holdings, Inc. ESOP

Data updated 2026-08-11

$5M
Total assets
120
Participants
44th
Percentile by assets
$41,733
Avg per participant
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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.

  • 44th percentile by assets (of 127,072 plans)
  • #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.

$5M
total plan assets (2023 EOY)
120
covered participants
44th
percentile by assets (of 127,072 plans)
$41,733
avg assets per participant
State
Industry

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Comfort View Holdings, Inc. Employee Stock Ownership Plan reports 120 participants - about 11% of that state average ($5M EOY assets).

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.)

$4.5M$5M$5.5M$6M$6.5M 20232024 $5.01M $6.17M ▲ +23.2%
Total plan assets by year, all Comfort View Holdings, Inc. plans on file
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

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 Holding…Warehouse Home Furni…Choate Construction …Brent Scarbrough & C…Aubrey Silvey Enterp…Dixie Plywood and Lu…
Comfort View Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Comfort View Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Comfort View Holdings, Inc. Employee Sto…

Filing takeaways

Ways to act on Comfort View Holdings, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Comfort View Holdings, Inc. Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Georgia. Compare plans
  • Comfort View Holdings, Inc.'s sponsor-wide assets have grown 23.2% since 2023 across 2 plan years on file. More Retail Trade plans