ESOP · DOL Form 5500 · 2024

Contegra Holdings, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
64
Participants Small participant base
57th
Percentile by assets National rank
$162,326
Avg per participant Above avg balance/head
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Official DOL plan name: Contegra Employee Stock Ownership Plan · Sponsored by Contegra Holdings, Inc. · Illinois · Construction

$10M in assets, 64 participants

Contegra Holdings, Inc.'s Contegra Employee Stock Ownership Plan reported $10M in total assets and 64 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.

  • #4,958 in Construction (9,039 peers)

Contegra Holdings, Inc. multi-year trail

Contegra Holdings, Inc.'s plans moved +32.0% in assets from 2022 to 2024; this filing shows Contegra Employee Stock Ownership Plan at $10M / 64 participants.

#4,958
in Construction (9,039 peers)
+15.1%
assets growth YoY

Contegra Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Contegra Employee Stock Ownership Plan vs every filed plan by assets

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

$10,388,849 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

Contegra 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. Contegra Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Contegra Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Contegra Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Contegra Employee Stock Ownership Plan reported participants rose from 58 in the plan year 2023 filing to 64 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 883063335 · Contegra Holdings, Inc. PY 2024 · ESOP

Contegra Employee Stock Ownership Plan · $10M · 64 · 57th

  • 5500 $10M
  • 5500 64
  • 5500 57th
  • 5500 ESOP
  • 5500 near West Press Employee Stock Ownership Plan
  • 5500 ind #4958

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 Illinois →

Contegra Employee Stock Ownership Plan in the asset neighbourhood

Contegra Employee Stock Ownership PlanContegra Employee Stock Owne…$10MWest Press Employee Stock Ownership PlanWest Press Employee Stock Ow…$10MClg Holding, Inc. Employee Stock Ownership PlanClg Holding, Inc. Employee S…$10MLender Consulting Services, Inc. Employee Stock Ownership PlanLender Consulting Services, …$10MO'donnell & Naccarato Inc. Employee Stock Ownership PlanO'donnell & Naccarato Inc. E…$10M
End-of-year total assets ($M) among Contegra Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Contegra Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Contegra Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 32.035148880086986% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.87M $10.4M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 52 $8M
2023 1 58 $9M
2024 1 64 $10M

Contegra Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$27M
Net Income$2M
Employer EIN883063335
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Contegra Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants Contegra Employee Stock Ownership Plan, Total assets ($B): 0.010388849 · Participants: 64Contegra Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Contegra Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Contegra Employee Stock Ownership Plan side-by-side with 3 peers →

Contegra Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is West Press Employee Stock Ownership Plan in AZ ($10M); by covered participants it is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Contegra Employee Stock Ownership Plan assets move in 2024? ▼
Contegra Employee Stock Ownership Plan grew sharply - up 15.1% during 2024, from $9M to $10M. Reported net income was $2M.
How have Contegra Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Contegra Holdings, Inc.'s sponsor-wide assets grew 32.0%, from $8M to $10M.
Which ESOP plans are similar in size to Contegra 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 Contegra Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Bank of Tescott Employee Stock Ownership Plan and Trust in KS (64 participants, $5M 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 883063335.

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.