ESOP · DOL Form 5500 · 2024

Csi Holdings Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
75
Participants Small participant base
29th
Percentile by assets National rank
$25,343
Avg per participant Low balance/head
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Official DOL plan name: Coffman Specialties Employee Stock Ownership Plan · Sponsored by Csi Holdings Company · California · Construction

$2M in assets, 75 participants

Csi Holdings Company's Coffman Specialties Employee Stock Ownership Plan reported $2M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,470 in Construction (9,039 peers)

What the 2024 filing shows

Coffman Specialties Employee Stock Ownership Plan holds $2M for 75 participants - about $25,343 per participant, in the lower half of filed plans by assets.

#2,470
in Construction (9,039 peers)
$2M
reported net income

Coffman Specialties Employee Stock Ownership Plan among the smaller filed plans by assets

Coffman Specialties Employee Stock Ownership Plan vs every filed plan by assets

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

$1,900,745 29th percentile higher than 29% 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

Coffman Specialties 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. Coffman Specialties Employee Stock Ownership Plan is a small filing (75 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 330483378 · Csi Holdings Company PY 2024 · ESOP

Coffman Specialties Employee Stock Ownership Plan · $2M · 75 · 29th

  • NET $2M
  • NET 75
  • NET 29th
  • NET ESOP
  • NET near Preston Spire, Inc. Profit Sharing & Employee Stock Ownership Plan
  • NET ind #2470

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 California →

Coffman Specialties Employee Stock Ownership Plan in the asset neighbourhood

Preston Spire, Inc. Profit Sharing & Employee Stock Ownership PlanPreston Spire, Inc. Profit S…$2MEndpoint Solutions Corp. Employee Stock Ownership PlanEndpoint Solutions Corp. Emp…$2MCoffman Specialties Employee Stock Ownership PlanCoffman Specialties Employee…$2MScientific Systems Company, Inc. Employee Stock Ownership PlanScientific Systems Company, …$2MTeca, Inc. Employee Stock Ownership PlanTeca, Inc. Employee Stock Ow…$2M
End-of-year total assets ($M) among Coffman Specialties Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN330483378
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Csi Holdings Company)

Sponsor-wide plan assets over time

All Csi Holdings Company plans reported in each filing year

Latest sponsor-wide plan assets
$17M 5.423427285716334% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $15.9M $16.8M ▲ +5.4%
Year Plans Participants Total Assets
2022 1 110 $16M
2023 1 107 $15M
2024 2 166 $17M

Nearby ESOP Plans in California

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

Coffman Specialties Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Coffman Specialties Employee Stock Ownership Plan, Total assets ($B): 0.001900745 · Participants: 75Coffman Specialties Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Coffman Specialties Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Coffman Specialties Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Preston Spire, Inc. Profit Sharing & Employee Stock Ownership Plan in MN ($2M); by covered participants it is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 have Csi Holdings Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Csi Holdings Company's sponsor-wide assets grew 5.4%, from $16M to $17M.
Which ESOP plans are similar in size to Coffman Specialties Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Preston Spire, Inc. Profit Sharing & Employee Stock Ownership Plan in MN ($2M, 25 participants).
Which ESOP plans cover a similar participant headcount to Coffman Specialties Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (75 participants, $7M 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 330483378.

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.