ESOP · DOL Form 5500 · 2024

Career Strategies, Inc. ESOP

Data updated 2026-08-11

$46M
Total assets
102
Participants
83rd
Percentile by assets
$452,594
Avg per participant
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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.

  • 83rd percentile by assets (of 123,622 plans)
  • #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.

$46M
total plan assets (2024 EOY)
102
covered participants
83rd
percentile by assets (of 123,622 plans)
$452,594
avg assets per participant

Where Career Strategies, Inc. Employee Stock Ownership Plan sits 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 $2,010,000,000 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

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 →

State
Texas
Industry
Administrative & Support Services

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Career Strategies, Inc. Employee Stock Ownership Plan reports 102 participants - about 15% of that state average ($46M EOY assets).

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.)

$40M$42M$44M$46M$48M 202220232024 $40.6M $46.2M ▲ +13.7%
Total plan assets by year, all Career Strategies, Inc. plans on file
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 ($B) Participants Career Strategies, I…, Total assets ($B): 0.046164574 · Participants: 102Career Strategies, I…Sammons Enterprises,…, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises,…Highland Homes Emplo…, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Emplo…Austin Industries Em…, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Em…Lja Engineering, Inc…, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc…Air Tractor Holdings…, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings…
Career Strategies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Career Strategies, Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Career Strategies, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Career Strategies, Inc. Employee Stock O…

Filing takeaways

Ways to act on Career Strategies, Inc. Employee Stock Ownership Plan's numbers.

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.