ESOP · DOL Form 5500 · 2024

Hdl Coren & Cone, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
13
Participants Small participant base
62nd
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Hdl Coren & Cone, Inc. Employee Stock Ownership Plan · Sponsored by Hdl Coren & Cone, Inc. · California · Professional & Technical Services

$14M in assets, 13 participants

Hdl Coren & Cone, Inc.'s Hdl Coren & Cone, Inc. Employee Stock Ownership Plan reported $14M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,355 in Professional & Technical Services (20,173 peers)

Hdl Coren & Cone, Inc. multi-year trail

Hdl Coren & Cone, Inc.'s plans moved +45.9% in assets from 2022 to 2024; this filing shows Hdl Coren & Cone, Inc. Employee Stock Ownership Plan at $14M / 13 participants.

#12,355
in Professional & Technical Services (20,173 peers)
+34.5%
assets growth YoY

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,578,118 Top 38% higher than 62% 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

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hdl Coren & Cone, Inc. Employee Stock Ownership Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hdl Coren & Cone, Inc. Employee Stock Ownership Plan reported net income rose from $760K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Hdl Coren & Cone, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Hdl Coren & Cone, Inc. Employee Stock Ownership Plan reported participants rose from 11 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954398586 · Hdl Coren & Cone, Inc. PY 2024 · ESOP

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan · $14M · 13 · 62nd

  • EBSA $14M
  • PART 13
  • TYPE 62nd
  • NET ESOP
  • BOOK near Employee Owned Manufacturing Employee Stock Ownership Plan
  • VS-ST ind #12355

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 California →

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership PlanGabriel, Roeder, Smith & Com…$14MHdl Coren & Cone, Inc. Employee Stock Ownership PlanHdl Coren & Cone, Inc. Emplo…$14MEmployee Owned Manufacturing Employee Stock Ownership PlanEmployee Owned Manufacturing…$14MRed River Refrigeration Employee Stock Ownership PlanRed River Refrigeration Empl…$14MDaco Precision-Tool Employee Stock Ownership PlanDaco Precision-Tool Employee…$14M
End-of-year total assets ($M) among Hdl Coren & Cone, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Hdl Coren & Cone, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hdl Coren & Cone, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 45.88652986463374% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.8M ▲ +45.9%
Year Plans Participants Total Assets
2022 2 27 $11M
2023 2 24 $13M
2024 2 26 $17M

Hdl Coren & Cone, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN954398586
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Hdl Coren & Cone, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.013578118 · Participants: 13Hdl Coren & Cone, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Hdl Coren & Cone, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Hdl Coren & Cone, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Hdl Coren & Cone, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Employee Owned Manufacturing Employee Stock Ownership Plan in ($14M); by covered participants it is Ncp Capco Development Co. Employee Stock Ownership Plan in AL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Hdl Coren & Cone, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Hdl Coren & Cone, Inc. Employee Stock Ownership Plan surged - up 34.5% during 2024, from $10M to $14M. Reported net income was $3M.
How have Hdl Coren & Cone, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hdl Coren & Cone, Inc.'s sponsor-wide assets grew 45.9%, from $11M to $17M.
Which ESOP plans are similar in size to Hdl Coren & Cone, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Owned Manufacturing Employee Stock Ownership Plan in ($14M, 119 participants).
Which ESOP plans cover a similar participant headcount to Hdl Coren & Cone, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ncp Capco Development Co. Employee Stock Ownership Plan in AL (13 participants, N/A 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 954398586.

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.