ESOP · DOL Form 5500 · 2024
Community Living Concepts, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 82
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $32,207
- Avg per participant Low balance/head
Official DOL plan name: Community Living Concepts, Inc. Employee Stock Ownership Plan · Sponsored by Community Living Concepts, Inc. · Texas · Healthcare & Social Assistance
$3M in assets, 82 participants
Community Living Concepts, Inc.'s Community Living Concepts, Inc. Employee Stock Ownership Plan reported $3M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,421 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Community Living Concepts, Inc. Employee Stock Ownership Plan holds $3M for 82 participants - about $32,207 per participant, in the lower half of filed plans by assets.
- #5,421
- in Healthcare & Social Assistance (16,916 peers)
- -3.0%
- assets change YoY
The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Community Living Concepts, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Community Living Concepts, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,640,975 32nd percentile higher than 32% 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
Community Living Concepts, 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. Community Living Concepts, Inc. Employee Stock Ownership Plan is a small filing (82 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Community Living Concepts, Inc. Employee Stock Ownership Plan reported net income fell from $75K in the plan year 2023 filing to -$23K in the plan year 2024 filing.
- Community Living Concepts, Inc. Employee Stock Ownership Plan reported participants fell from 85 in the plan year 2023 filing to 82 in the plan year 2024 filing.
- Community Living Concepts, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 751726950 · Community Living Concepts, Inc. PY 2024 · ESOP
Community Living Concepts, Inc. Employee Stock Ownership Plan · $3M · 82 · 32nd
- NET $3M
- NET 82
- NET 32nd
- NET ESOP
- NET near Agrivision, Inc. Employee Stock Ownership Plan
- NET ind #5421
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 Texas →
Community Living Concepts, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$23K |
| Employer EIN | 751726950 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Living Concepts, Inc.)
Sponsor-wide plan assets over time
All Community Living Concepts, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 3.281643517153663% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $3M |
| 2023 | 1 | 85 | $3M |
| 2024 | 1 | 82 | $3M |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $23.9B · 3,284
- Highland Homes Employee Stock Ownership Plan $983M · 891
- Austin Industries Employee Stock Ownership Plan $527M · 7,703
- Lja Engineering, Inc. Employee Stock Ownership Plan $493M · 1,799
- Air Tractor Holdings, Inc. Employee Stock Ownership Plan $401M · 350
Community Living Concepts, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Texas, the nearest ESOP by assets is Agrivision, Inc. Employee Stock Ownership Plan in CA ($3M); by covered participants it is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (82 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (82 participants); asset peers above are excluded.
- Amended and Restated Affinity Bank Employee Stock Ownership Plan (GA) 82 · 0 off
- Idaho Pacific Lumber Company, Inc. Employee Stock Ownership Plan and Trust (ID) 82 · 0 off
- Wsr Holdings, Inc. Employee Stock Ownership Plan (UT) 82 · 0 off
- Contempora Fabrics, Inc. Employee Stock Ownership Plan (NC) 82 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.