ESOP · DOL Form 5500 · 2024
The Capital Holdings Group, Inc. ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $76,453
- Avg per participant Below avg balance/head
Official DOL plan name: The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by The Capital Holdings Group, Inc. · Virginia · Construction
$8M in assets, 104 participants
The Capital Holdings Group, Inc.'s The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust reported $8M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #4,465 in Construction (9,039 peers)
Coverage in Virginia
The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust covers 104 participants in Virginia, about 13% of the average Virginia filer (state average ~782 per filing). Assets: $8M.
- #4,465
- in Construction (9,039 peers)
- -5.2%
- assets change YoY
The plan reported a net loss of $432K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Construction and all filers
The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,951,148 Top 49% higher than 51% 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
The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust 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. The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (104 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $254K in the plan year 2023 filing to -$432K in the plan year 2024 filing.
- The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 112 in the plan year 2023 filing to 104 in the plan year 2024 filing.
- The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 541246195 · The Capital Holdings Group, Inc. PY 2024 · ESOP
The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust · $8M · 104 · 51st
- RANK $8M
- PHOTO 104
- IND 51st
- EOY ESOP
- 5500 near U. S. Engineering Company Holdings Employee Stock Ownership Plan & Trust
- ASSETS ind #4465
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 Virginia →
The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$432K |
| Employer EIN | 541246195 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Capital Holdings Group, Inc.)
Sponsor-wide plan assets over time
All The Capital Holdings Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 40.47423134692456% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 200 | $13M |
| 2023 | 1 | 112 | $8M |
| 2024 | 1 | 104 | $8M |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $1.3B · 6,515
- Delta Star Employee Stock Ownership Plan $447M · 222
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $407M · 1,962
- The Resorts Companies, Inc. Employee Stock Ownership Plan $386M · 1,811
- New River Electrical Corporation Employee Stock Ownership Plan $380M · 458
The Capital Holdings Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is U. S. Engineering Company Holdings Employee Stock Ownership Plan & Trust in MO ($8M); by covered participants it is New Glarus Brewing Company Employee Stock Ownership Plan in WI (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- U. S. Engineering Company Holdings Employee Stock Ownership Plan & Trust (MO) $8M · 371
- Teksouth Corporation Employee Stock Ownership Plan (AL) $8M · 156
- Commodity Control Corporation Employee Stock Ownership Plan (FL) $8M · 25
- Los Angeles Engineering Inc Employee Stock Ownership Plan (CA) $8M · 107
Similar participant headcount
Nearest other-state filings by covered participants (104 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.