ESOP · DOL Form 5500 · 2024

Career Strategies, Inc. ESOP

Data updated 2026-08-25

$46M
Total assets Below avg plan size
102
Participants Small participant base
83rd
Percentile by assets National rank
$452,594
Avg per participant High balance/head
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Official DOL plan name: Career Strategies, Inc. Employee Stock Ownership Plan · Sponsored by Career Strategies, Inc. · Texas · Administrative & Support Services

$46M in assets, 102 participants

Career Strategies, Inc.'s Career Strategies, Inc. Employee Stock Ownership Plan reported $46M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #3,999 in Administrative & Support Services (4,368 peers)

Coverage in Texas

Career Strategies, Inc. Employee Stock Ownership Plan covers 102 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $46M.

#3,999
in Administrative & Support Services (4,368 peers)
+11.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Career Strategies, Inc. Employee Stock Ownership Plan's outsized position by total assets

Career Strategies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$46,164,574 Top 17% higher than 83% of 123,620 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 2024

Career Strategies, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Career Strategies, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Career Strategies, Inc. Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Career Strategies, Inc. Employee Stock Ownership Plan end-of-year assets rose from $41M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Career Strategies, Inc. Employee Stock Ownership Plan reported participants rose from 98 in the plan year 2023 filing to 102 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 832725927 · Career Strategies, Inc. PY 2024 · ESOP

Career Strategies, Inc. Employee Stock Ownership Plan · $46M · 102 · 83rd

  • SCH $46M
  • SCH 102
  • SCH 83rd
  • SCH ESOP
  • SCH near I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust
  • SCH ind #3999

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 Texas →

Career Strategies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

I.E. Holding Company, Inc. Employee Stock Ownership Plan and TrustI.E. Holding Company, Inc. E…$46MCareer Strategies, Inc. Employee Stock Ownership PlanCareer Strategies, Inc. Empl…$46MThe Management Association, Inc. ESOPThe Management Association, …$46MGeneral Engineering Co. of Virginia Employee Stock Ownership Plan and TrustGeneral Engineering Co. of V…$46MRoss Industries, Inc. Employee Stock Ownership Plan & TrustRoss Industries, Inc. Employ…$46M
End-of-year total assets ($M) among Career Strategies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$14M
Net Income$6M
Employer EIN832725927
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Career Strategies, Inc.)

Sponsor-wide plan assets over time

All Career Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 13.723197080855144% vs 2022
2024 filing year
$40M$42M$44M$46M$48M 202220232024 $40.6M $46.2M ▲ +13.7%
Year Plans Participants Total Assets
2022 2 188 $41M
2023 1 98 $41M
2024 1 102 $46M

Nearby ESOP Plans in Texas

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

Career Strategies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Career Strategies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.046164574 · Participants: 102Career Strategies, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Career Strategies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Career Strategies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Career Strategies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust in ND ($46M); by covered participants it is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Career Strategies, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Career Strategies, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.6% during 2024, from $41M to $46M. Reported net income was $6M.
How have Career Strategies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Career Strategies, Inc.'s sponsor-wide assets grew 13.7%, from $41M to $46M.
Where does Career Strategies, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Career Strategies, Inc. Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Career Strategies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust in ND ($46M, 154 participants).
Which ESOP plans cover a similar participant headcount to Career Strategies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI (102 participants, $25M in assets).

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 832725927.

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.