ESOP · DOL Form 5500 · 2024

Clg Holding, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
42
Participants Small participant base
57th
Percentile by assets National rank
$247,382
Avg per participant Above avg balance/head
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Official DOL plan name: Clg Holding, Inc. Employee Stock Ownership Plan · Sponsored by Clg Holding, Inc. · West Virginia · Professional & Technical Services

$10M in assets, 42 participants

Clg Holding, Inc.'s Clg Holding, Inc. Employee Stock Ownership Plan reported $10M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,059 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Clg Holding, Inc. Employee Stock Ownership Plan holds $10M for 42 participants - about $247,382 per participant, above the median plan by assets.

#11,059
in Professional & Technical Services (20,173 peers)
+3.8%
assets growth YoY

The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Clg Holding, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,390,047 Top 43% higher than 57% 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

Clg Holding, 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. Clg Holding, Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clg Holding, Inc. Employee Stock Ownership Plan reported net income fell from $62K in the plan year 2023 filing to -$120K in the plan year 2024 filing.
  • Clg Holding, Inc. Employee Stock Ownership Plan reported participants rose from 39 in the plan year 2023 filing to 42 in the plan year 2024 filing.
  • Clg Holding, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 510407129 · Clg Holding, Inc. PY 2024 · ESOP

Clg Holding, Inc. Employee Stock Ownership Plan · $10M · 42 · 57th

  • PHOTO $10M
  • PHOTO 42
  • PHOTO 57th
  • PHOTO ESOP
  • PHOTO near West Press Employee Stock Ownership Plan
  • PHOTO ind #11059

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 West Virginia →

Clg Holding, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Clg Holding, Inc. Employee Stock Ownership PlanClg Holding, Inc. Employee S…$10MWest Press Employee Stock Ownership PlanWest Press Employee Stock Ow…$10MContegra Employee Stock Ownership PlanContegra Employee Stock Owne…$10MLender Consulting Services, Inc. Employee Stock Ownership PlanLender Consulting Services, …$10MFpl Advisory Group Holdings Co. Employee Stock Ownership PlanFpl Advisory Group Holdings …$10M
End-of-year total assets ($M) among Clg Holding, 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)$10M
Net Assets (End of Year)$10M
Net Income-$120K
Employer EIN510407129
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clg Holding, Inc.)

Sponsor-wide plan assets over time

All Clg Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 3.569203901321623% vs 2022
2024 filing year
$9.8M$10M$10.2M$10.4M$10.6M 202220232024 $10M $10.4M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 44 $10M
2023 1 39 $10M
2024 1 42 $10M

Nearby ESOP Plans in West Virginia

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

Clg Holding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080100 Total assets ($M) Participants Clg Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.390047 · Participants: 42Clg Holding, Inc. Employee Stock Ownership PlanTriton Employee Stock Ownership Plan, Total assets ($M): 93.389639 · Participants: 75Triton Employee Stock Ownership PlanMulberry's Independent Home Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 53.163418 · Participants: 1687Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanPort Amherst, Ltd. Employee Stock Ownership Plan, Total assets ($M): 53.022733 · Participants: 329Port Amherst, Ltd. Employee Stock Ownership PlanWeirton Geriatric Center, Inc. Employees' Stock Ownership Plan, Total assets ($M): 31.800877 · Participants: 157Weirton Geriatric Center, Inc. Employees' Stock Ownership PlanBrewer & Company of West Virginia, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.394793 · Participants: 55Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan
Clg Holding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
Compare Clg Holding, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Clg Holding, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside West Virginia, the nearest ESOP by assets is West Press Employee Stock Ownership Plan in AZ ($10M); by covered participants it is Sdg Architects, Inc. ESOP in CA (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Clg Holding, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Clg Holding, Inc. Employee Stock Ownership Plan edged up modestly - up 3.8% during 2024, from $10M to $10M. Reported net income was -$120K.
How have Clg Holding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clg Holding, Inc.'s sponsor-wide assets grew 3.6%, from $10M to $10M.
Which ESOP plans are similar in size to Clg Holding, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is West Press Employee Stock Ownership Plan in AZ ($10M, 66 participants).
Which ESOP plans cover a similar participant headcount to Clg Holding, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (42 participants, $4M 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 510407129.

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.