ESOP · DOL Form 5500 · 2024

Holborn Corporation ESOP

Data updated 2026-07-24

$69M
Total assets: 71
Participants: 87th
Percentile by assets: $971,700
Avg per participant

Official DOL plan name: Holborn Corporation Employee Stock Ownership Plan · Sponsored by Holborn Corporation · New York · Finance & Insurance

$69M in assets, 71 participants

Holborn Corporation's Holborn Corporation Employee Stock Ownership Plan reported $69M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

87th percentile by assets (of 116,472 plans)

Where Holborn Corporation Employee Stock Ownership Plan sits by assets

Holborn Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $69M for 71 participants (~$971,700/participant), up 10.9% in 2024.

$69M
total plan assets (2024 EOY): 71
covered participants: 87th
percentile by assets (of 116,472 plans): $971,700
avg assets per participant

Holborn Corporation Employee Stock Ownership Plan reported net income fell from $15M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Holborn Corporation Employee Stock Ownership Plan end-of-year assets rose from $62M in the plan year 2023 filing to $69M in the plan year 2024 filing.
Holborn Corporation Employee Stock Ownership Plan reported participants rose from 69 in the plan year 2023 filing to 71 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Finance & Insurance

Holborn Corporation Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Holborn Corporation Employee Stock Ownership Plan outranks 87% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$62M
Net Assets (End of Year)	$69M
Net Income	$7M
Employer EIN	132743204
Plan Effective Date	1998-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Holborn Corporation)

Total plan assets by year, all Holborn Corporation plans on file

Year	Plans	Participants	Total Assets
2022	1	68	$48M
2023	1	69	$62M
2024	1	71	$69M

Nearby ESOP Plans in New York

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

Holborn Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
H.C. Wainwright & Co. Employee Stock Ownership Plan $228M · 97

Compare Holborn Corporation Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

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

Morley Builders, Inc. Employee Stock Ownership Plan (CA) $69M · 135
Global Vessel & Tank Holdco, Inc. Employee Stock Ownership Plan (LA) $69M · 145
Imi Management, Inc. Employee Stock Ownership Plan (IL) $69M · 241
Columbia Bank Employee Stock Ownership Plan (NJ) $69M · 715

Frequently Asked Questions

How did Holborn Corporation Employee Stock Ownership Plan assets move in 2024? ▼

Holborn Corporation Employee Stock Ownership Plan grew at a solid clip - up 10.9% during 2024, from $62M to $69M. Reported net income was $7M.

How have Holborn Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Holborn Corporation's sponsor-wide assets grew 44.7%, from $48M to $69M.

Where does Holborn Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Holborn Corporation Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Holborn Corporation Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Morley Builders, Inc. Employee Stock Ownership Plan in CA ($69M, 135 participants).

Next read for Holborn Corporation Employee Stock Owner…

Scale reading

Ways to act on Holborn Corporation Employee Stock Ownership Plan's numbers.

By total assets, Holborn Corporation Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
Holborn Corporation's sponsor-wide assets have grown 44.7% since 2022 across 3 plan years on file. More Finance & Insurance 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 132743204.

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.