ESOP · DOL Form 5500 · 2024
Conco, Inc. ESOP
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 18
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $1.7M
- Avg per participant High balance/head
Official DOL plan name: Conco, Inc. Employee Stock Ownership Plan and Trust Agreement · Sponsored by Conco, Inc. · Kentucky · Manufacturing
$31M in assets, 18 participants
Conco, Inc.'s Conco, Inc. Employee Stock Ownership Plan and Trust Agreement reported $31M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #12,322 in Manufacturing (17,777 peers)
Where Conco, Inc. Employee Stock Ownership Plan and Trust Agreement sits by assets
Conco, Inc. Employee Stock Ownership Plan and Trust Agreement sits in the top quartile of all filed plans by assets, $31M for 18 participants (~$1.7M/participant), up 42.4% in 2024.
- #12,322
- in Manufacturing (17,777 peers)
- +42.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Conco, Inc. Employee Stock Ownership Plan and Trust Agreement's outsized position by total assets
Conco, Inc. Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,799,838 Top 22% higher than 78% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Conco, Inc. Employee Stock Ownership Plan and Trust Agreement among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Conco, Inc. Employee Stock Ownership Plan and Trust Agreement is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Conco, Inc. Employee Stock Ownership Plan and Trust Agreement reported net income rose from $2M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Conco, Inc. Employee Stock Ownership Plan and Trust Agreement end-of-year assets rose from $22M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Conco, Inc. Employee Stock Ownership Plan and Trust Agreement reported participants rose from 17 in the plan year 2023 filing to 18 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 611191112 · Conco, Inc. PY 2024 · ESOP
Conco, Inc. Employee Stock Ownership Plan and Trust Agreement · $31M · 18 · 78th
- NET $31M
- NET 18
- NET 78th
- NET ESOP
- NET near Vlk Architects Holdings, Inc. Employee Stock Ownership Plan
- NET ind #12322
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 Kentucky →
Conco, Inc. Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $9M |
| Employer EIN | 611191112 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Conco, Inc.)
Sponsor-wide plan assets over time
All Conco, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 292.402262338345% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $8M |
| 2023 | 1 | 17 | $22M |
| 2024 | 1 | 18 | $31M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.6B · 7,785
- Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
- H & R Agri-Power Employee Stock Ownership Plan $111M · 522
Conco, Inc. Employee Stock Ownership Plan and Trust Agreement's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Vlk Architects Holdings, Inc. Employee Stock Ownership Plan in TX ($31M); by covered participants it is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Vlk Architects Holdings, Inc. Employee Stock Ownership Plan (TX) $31M · 230
- Acme Truck Brake & Supply, Co. ESOP (IL) $31M · 33
- Streimer Sheet Metal Works, Inc. Amended and Restated Employee Stock Ownership Plan (OR) $31M · 65
- Collaborative Testing Services, Inc. Employee Stock Ownership Plan (VA) $31M · 23
Similar participant headcount
Nearest other-state filings by covered participants (18 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.