ESOP · DOL Form 5500 · 2024
C.H. Guernsey & Company ESOP
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 129
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $277,183
- Avg per participant High balance/head
Official DOL plan name: C.H. Guernsey & Company Employee Stock Ownership Plan · Sponsored by C.H. Guernsey & Company · Oklahoma · Professional & Technical Services
$36M in assets, 129 participants
C.H. Guernsey & Company's C.H. Guernsey & Company Employee Stock Ownership Plan reported $36M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #16,197 in Professional & Technical Services (20,173 peers)
Coverage in Oklahoma
C.H. Guernsey & Company Employee Stock Ownership Plan covers 129 participants in Oklahoma, about 17% of the average Oklahoma filer (state average ~760 per filing). Assets: $36M.
- #16,197
- in Professional & Technical Services (20,173 peers)
- +3.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
C.H. Guernsey & Company Employee Stock Ownership Plan's outsized position by total assets
C.H. Guernsey & Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,756,661 Top 20% higher than 80% 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
C.H. Guernsey & Company Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C.H. Guernsey & Company Employee Stock Ownership Plan sits mid-pack in the medium band (129 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- C.H. Guernsey & Company Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- C.H. Guernsey & Company Employee Stock Ownership Plan reported participants rose from 101 in the plan year 2023 filing to 129 in the plan year 2024 filing.
- C.H. Guernsey & Company Employee Stock Ownership Plan end-of-year assets rose from $35M in the plan year 2023 filing to $36M in the plan year 2024 filing.
DOL schedule card
Filing strip 730590816 · C.H. Guernsey & Company PY 2024 · ESOP
C.H. Guernsey & Company Employee Stock Ownership Plan · $36M · 129 · 80th
- NET $36M
- NET 129
- NET 80th
- NET ESOP
- NET near Mark Thomas & Company, Inc. Employee Stock Ownership Plan
- NET ind #16197
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 Oklahoma →
C.H. Guernsey & Company Employee Stock Ownership Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $1M |
| Employer EIN | 730590816 |
| Plan Effective Date | 1984-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (C.H. Guernsey & Company)
Sponsor-wide plan assets over time
All C.H. Guernsey & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $76M 27.737824087452196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 183 | $59M |
| 2023 | 2 | 229 | $72M |
| 2024 | 2 | 277 | $76M |
Nearby ESOP Plans in Oklahoma
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Locke Supply Co. Employee Stock Ownership Plan $293M · 1,287
- International Chemical Company Employee Stock Ownership Plan $251M · 65
- Metro Builders Supply, Inc. Employee Stock Ownership Plan $169M · 1,300
- Bancfirst Corporation Employee Stock Ownership Plan $159M · 1,860
- Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan $119M · 172
C.H. Guernsey & Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Oklahoma, the nearest ESOP by assets is Mark Thomas & Company, Inc. Employee Stock Ownership Plan in CA ($36M); by covered participants it is Ffb Bancorp Employee Stock Ownership Plan in CA (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Mark Thomas & Company, Inc. Employee Stock Ownership Plan (CA) $36M · 397
- Employee Stock Ownership Plan and Trust of Standard Motor Products, Inc. (NY) $36M · 1,788
- Nsp Management Services of Long Island,Inc. ESOP (NY) $36M · 67
- G.W. Berkheimer Co., Inc. Employee Stock Ownership Plan (IN) $36M · 283
Similar participant headcount
Nearest other-state filings by covered participants (129 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.