ESOP · DOL Form 5500 · 2024

Comstock Advisors ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
41st
Percentile by assets National rank
$426,117
Avg per participant High balance/head
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Official DOL plan name: Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan · Sponsored by Comstock Advisors · Ohio · Professional & Technical Services

$5M in assets, 11 participants

Comstock Advisors's Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan reported $5M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,710 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan holds $5M for 11 participants - about $426,117 per participant, in the lower half of filed plans by assets.

#7,710
in Professional & Technical Services (20,173 peers)
-3.5%
assets change YoY

The plan reported a net loss of $169K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,687,284 41st percentile higher than 41% 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

Comstock Valuation Advisors, 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. Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan reported net income fell from $93K in the plan year 2023 filing to -$169K in the plan year 2024 filing.
  • Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341823071 · Comstock Advisors PY 2024 · ESOP

Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan · $5M · 11 · 41st

  • 5500 $5M
  • ASSETS 11
  • PCT 41st
  • EIN ESOP
  • RANK near Grw Engineers, Inc. Employee Stock Ownership Plan
  • PHOTO ind #7710

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 Ohio →

Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tc Federal Bank Employee Stock Ownership PlanTc Federal Bank Employee Sto…$5MComstock Valuation Advisors, Inc. Employee Stock Ownership PlanComstock Valuation Advisors,…$5MDahlin Group, Inc. Employee Stock Ownership PlanDahlin Group, Inc. Employee …$5MGrw Engineers, Inc. Employee Stock Ownership PlanGrw Engineers, Inc. Employee…$5MProgressive Management Systems Employee Stock Ownership PlanProgressive Management Syste…$5M
End-of-year total assets ($M) among Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$169K
Employer EIN341823071
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Comstock Advisors)

Sponsor-wide plan assets over time

All Comstock Advisors plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.5957651163742745% vs 2022
2024 filing year
$4.6M$4.7M$4.8M$4.9M 202220232024 $4.76M $4.69M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 12 $5M
2023 1 11 $5M
2024 1 11 $5M

Nearby ESOP Plans in Ohio

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

Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004687284 · Participants: 11Comstock Valuation Advisors, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Grw Engineers, Inc. Employee Stock Ownership Plan in KY ($5M); by covered participants it is Adelante Consulting, Inc. Employee Stock Ownership Plan in NM (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan edged down modestly - down 3.5% during 2024, from $5M to $5M. Reported net income was -$169K.
How have Comstock Advisors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Comstock Advisors's sponsor-wide assets declined 1.6%, from $5M to $5M.
Which ESOP plans are similar in size to Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Grw Engineers, Inc. Employee Stock Ownership Plan in KY ($5M, 171 participants).
Which ESOP plans cover a similar participant headcount to Comstock Valuation Advisors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adelante Consulting, Inc. Employee Stock Ownership Plan in NM (11 participants, $1M 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 341823071.

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.