ESOP · DOL Form 5500 · 2023

Ferguson Holdings, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
65
Participants Small participant base
51st
Percentile by assets National rank
$108,675
Avg per participant Below avg balance/head
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Official DOL plan name: Ferguson Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Ferguson Holdings, Inc. · Mississippi · Mining & Oil Extraction

$7M in assets, 65 participants

Ferguson Holdings, Inc.'s Ferguson Holdings, Inc. Employee Stock Ownership Plan reported $7M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #245 in Mining & Oil Extraction (811 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Ferguson Holdings, Inc. Employee Stock Ownership Plan ranks #245 of 811 2023 filers by assets (1741% of the sector average)-$7M for 65 participants.

#245
in Mining & Oil Extraction (811 peers)
+107.7%
assets growth YoY

Ferguson Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Ferguson Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,063,895 Top 49% higher than 51% of 127,068 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 2023

Ferguson Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ferguson Holdings, Inc. Employee Stock Ownership Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ferguson Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ferguson Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ferguson Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 85 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 640372458 · Ferguson Holdings, Inc. PY 2023 · ESOP

Ferguson Holdings, Inc. Employee Stock Ownership Plan · $7M · 65 · 51st

  • EOY $7M
  • EOY 65
  • EOY 51st
  • EOY ESOP
  • EOY near Integrated Technology Corporation Employee Stock Ownership Plan
  • EOY ind #245

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 Mississippi →

Ferguson Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Integrated Technology Corporation Employee Stock Ownership PlanIntegrated Technology Corpor…$7MMacon Supply Company, Inc. Employee Stock Ownership PlanMacon Supply Company, Inc. E…$7MKya Group Employee Stock Ownership PlanKya Group Employee Stock Own…$7MFerguson Holdings, Inc. Employee Stock Ownership PlanFerguson Holdings, Inc. Empl…$7MStone Environmental Employee Stock Ownership PlanStone Environmental Employee…$7M
End-of-year total assets ($M) among Ferguson Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$7M
Net Income$4M
Employer EIN640372458
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ferguson Holdings, Inc.)

Sponsor-wide plan assets over time

All Ferguson Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 118.69057768631485% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.4M $7.44M ▲ +118.8%
Year Plans Participants Total Assets
2022 1 85 $3M
2023 1 65 $7M
2024 1 80 $7M

Nearby ESOP Plans in Mississippi

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

Ferguson Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -50050100150200 Total assets ($M) Participants Ferguson Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.063895 · Participants: 65Ferguson Holdings, Inc. Employee Stock Ownership PlanLt Corporation & Affiliates Employee Stock Ownership Plan, Total assets ($M): 159.396413 · Participants: 399Lt Corporation & Affiliates Employee Stock Ownership PlanTelapex, Inc. Employee Stock Ownership Plan, Total assets ($M): 159.125246 · Participants: 1610Telapex, Inc. Employee Stock Ownership PlanMdr Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.605073 · Participants: 349Mdr Construction, Inc. Employee Stock Ownership PlanCommunity Bancshares of Mississippi, Inc. Employee Stock Ownership Plan, Total assets ($M): 80.926488 · Participants: 887Community Bancshares of Mississippi, Inc. Employee Stock Ownership PlanF.L. Crane & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 77.794773 · Participants: 325F.L. Crane & Sons, Inc. Employee Stock Ownership Plan
Ferguson Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants
Compare Ferguson Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest ESOP by assets is Integrated Technology Corporation Employee Stock Ownership Plan in AZ ($7M); by covered participants it is Sandman & Associates Consulting, Inc Employee Stock Ownership Plan in MN (65 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ferguson Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ferguson Holdings, Inc. Employee Stock Ownership Plan surged - up 107.7% during 2023, from $3M to $7M. Reported net income was $4M.
How have Ferguson Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ferguson Holdings, Inc.'s sponsor-wide assets grew 118.7%, from $3M to $7M.
Which ESOP plans are similar in size to Ferguson Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Integrated Technology Corporation Employee Stock Ownership Plan in AZ ($7M, 50 participants).
Which ESOP plans cover a similar participant headcount to Ferguson Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sandman & Associates Consulting, Inc Employee Stock Ownership Plan in MN (65 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640372458.

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.