ESOP · DOL Form 5500 · 2024
Cornerstone Benefits, Inc. ESOP
Data updated 2026-07-24
- $23M
- Total assets
- 36
- Participants
- 73rd
- Percentile by assets
- $639,546
- Avg per participant
Official DOL plan name: Cornerstone Benefits, Inc. Employee Stock Ownership Plan · Sponsored by Cornerstone Benefits, Inc. · Pennsylvania · Finance & Insurance
$23M in assets, 36 participants
Cornerstone Benefits, Inc.'s Cornerstone Benefits, Inc. Employee Stock Ownership Plan reported $23M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 116,472 plans)
Cornerstone Benefits, Inc. multi-year trail
Cornerstone Benefits, Inc.'s plans moved +43.8% in assets from 2022 to 2024; this filing shows Cornerstone Benefits, Inc. Employee Stock Ownership Plan at $23M / 36 participants.
- $23M
- total plan assets (2024 EOY)
- 36
- covered participants
- 73rd
- percentile by assets (of 116,472 plans)
- $639,546
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cornerstone Benefits, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Cornerstone Benefits, Inc. Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Cornerstone Benefits, Inc. across 3 plan years on file
Across the 3 plan years Cornerstone Benefits, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $23M, a gain of 43.8%, while reported participants moved from 37 to 36 (-2.7%). Peak year by sponsor assets: 2024 ($23M); trough: 2022 ($16M).
Cornerstone Benefits, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 37 | $16M |
| 2023 | 1 | 36 | $17M |
| 2024 | 1 | 36 | $23M |
Cornerstone Benefits, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $6M |
| Employer EIN | 272218037 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Cornerstone Benefits, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
- Newage Industries, Inc. Employee Stock Ownership Plan $296M · 264
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Cornerstone Benefits, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Cornerstone Benefits, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
How have Cornerstone Benefits, Inc. plan assets changed over time? ▼
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Multi-year trail
Ways to act on Cornerstone Benefits, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Cornerstone Benefits, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Cornerstone Benefits, Inc.'s sponsor-wide assets have grown 43.8% since 2022 across 3 plan years on file. More Finance & Insurance plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272218037.
Read our methodology - how this data is sourced, computed, and verified.