ESOP · DOL Form 5500 · 2024

Cotterman Holdings, Inc. ESOP

Data updated 2026-08-11

$90M
Total assets: 84
Participants: 90th
Percentile by assets: $1.1M
Avg per participant

Official DOL plan name: Cotterman Companies Employee Stock Ownership Plan · Sponsored by Cotterman Holdings, Inc. · Ohio · Construction

$90M in assets, 84 participants

Cotterman Holdings, Inc.'s Cotterman Companies Employee Stock Ownership Plan reported $90M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 123,622 plans)
#7,958 in Construction (9,039 peers)

Where Cotterman Companies Employee Stock Ownership Plan sits by assets

Cotterman Companies Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $90M for 84 participants (~$1.1M/participant), up 69.8% in 2024.

$90M
total plan assets (2024 EOY): 84
covered participants: 90th
percentile by assets (of 123,622 plans): $1.1M
avg assets per participant

Where Cotterman Companies Employee Stock Ownership Plan sits by total assets

Cotterman Companies Employee Stock Ownership Plan vs every filed plan by assets

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

$90,000,000 Top 10% higher than 90% 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

Cotterman Companies Employee Stock Ownership Plan end-of-year assets rose from $53M in the plan year 2023 filing to $90M in the plan year 2024 filing.
Cotterman Companies Employee Stock Ownership Plan reported net income rose from $24M in the plan year 2023 filing to $38M in the plan year 2024 filing.
Cotterman Companies Employee Stock Ownership Plan reported participants fell from 92 in the plan year 2023 filing to 84 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Ohio

Industry

Construction

Cotterman Companies Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Cotterman Companies Employee Stock Ownership Plan outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$53M
Net Assets (End of Year)	$68M
Net Income	$38M
Employer EIN	844090301
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cotterman Holdings, Inc.)

Total plan assets by year, all Cotterman Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	92	$30M
2023	1	92	$53M
2024	1	84	$90M

Nearby ESOP Plans in Ohio

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

Cotterman Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
Messer Inc. Employee Stock Ownership Plan $696M · 903
Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415

Compare Cotterman Companies Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Cotterman Companies Employee Stock Ownership Plan by total assets, not by location.

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust (ID) $90M · 561
Acct Holdings, Inc. Employee Stock Ownership Plan (PA) $90M · 6,929
Hmc Architects Employee Stock Ownership Plan (CA) $90M · 277
Mccreary Modern, Inc. Employee Stock Ownership Plan (NC) $90M · 707

Frequently Asked Questions

How did Cotterman Companies Employee Stock Ownership Plan assets move in 2024? ▼

Cotterman Companies Employee Stock Ownership Plan surged - up 69.8% during 2024, from $53M to $90M. Reported net income was $38M.

How have Cotterman Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cotterman Holdings, Inc.'s sponsor-wide assets grew 205.1%, from $30M to $90M.

Where does Cotterman Companies Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Cotterman Companies Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Cotterman Companies Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is The Franklin Group, Inc. Employee Stock Ownership Plan and Trust in ID ($90M, 561 participants).

Next read for Cotterman Companies Employee Stock Owner…

Scale reading

Ways to act on Cotterman Companies Employee Stock Ownership Plan's numbers.

By total assets, Cotterman Companies Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
Cotterman Holdings, Inc.'s sponsor-wide assets have grown 205.1% since 2022 across 3 plan years on file. More Construction plans

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 844090301.