ESOP · DOL Form 5500 · 2024

Corgan Associates Holdings, Inc. ESOP

Data updated 2026-08-25

$123M
Total assets Near avg plan size
888
Participants Near avg headcount
92nd
Percentile by assets National rank
$138,891
Avg per participant Near avg balance/head
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Official DOL plan name: Corgan Employee Stock Ownership Plan · Sponsored by Corgan Associates Holdings, Inc. · Texas · Professional & Technical Services

$123M in assets, 888 participants

Corgan Associates Holdings, Inc.'s Corgan Employee Stock Ownership Plan reported $123M in total assets and 888 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,753 in Professional & Technical Services (20,173 peers)

Where Corgan Employee Stock Ownership Plan sits by assets

Corgan Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $123M for 888 participants (~$138,891/participant), up 27.1% in 2024.

#18,753
in Professional & Technical Services (20,173 peers)
+27.1%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Corgan Employee Stock Ownership Plan's outsized position by total assets

Corgan Employee Stock Ownership Plan vs every filed plan by assets

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

$123,335,492 Top 8% higher than 92% 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

Corgan Employee Stock Ownership Plan 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. Corgan Employee Stock Ownership Plan sits mid-pack in the medium band (888 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Corgan Employee Stock Ownership Plan end-of-year assets rose from $97M in the plan year 2023 filing to $123M in the plan year 2024 filing.
  • Corgan Employee Stock Ownership Plan reported participants rose from 734 in the plan year 2023 filing to 888 in the plan year 2024 filing.
  • Corgan Employee Stock Ownership Plan reported net income rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 810856764 · Corgan Associates Holdings, Inc. PY 2024 · ESOP

Corgan Employee Stock Ownership Plan · $123M · 888 · 92nd

  • PART $123M
  • TYPE 888
  • NET 92nd
  • BOOK ESOP
  • VS-ST near Harkins Builders, Inc. Employee Stock Ownership Plan
  • BOY ind #18753

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 →

Corgan Employee Stock Ownership Plan in the asset neighbourhood

State Utility Contractors, Inc. Employee Stock Ownership PlanState Utility Contractors, I…$123MCorgan Employee Stock Ownership PlanCorgan Employee Stock Owners…$123MHarkins Builders, Inc. Employee Stock Ownership PlanHarkins Builders, Inc. Emplo…$123MInterstate Personnel Services, Inc. Employee Stock Ownership PlanInterstate Personnel Service…$123MFairway Independent Mortgage Corporation Employee Stock OwnershipFairway Independent Mortgage…$123M
End-of-year total assets ($M) among Corgan Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$123M
Net Income$26M
Employer EIN810856764
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corgan Associates Holdings, Inc.)

Sponsor-wide plan assets over time

All Corgan Associates Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$123M 67.53662430269365% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $73.6M $123M ▲ +67.5%
Year Plans Participants Total Assets
2022 1 591 $74M
2023 1 734 $97M
2024 1 888 $123M

Nearby ESOP Plans in Texas

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

Corgan Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Corgan Employee Stock Ownership Plan, Total assets ($B): 0.123335492 · Participants: 888Corgan Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Corgan Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Corgan Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Harkins Builders, Inc. Employee Stock Ownership Plan in MD ($123M); by covered participants it is Ampam Parks Mechanical, Inc. Profit Sharing Plan in CA (889 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (888 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 Corgan Employee Stock Ownership Plan assets move in 2024? ▼
Corgan Employee Stock Ownership Plan grew sharply - up 27.1% during 2024, from $97M to $123M. Reported net income was $26M.
How have Corgan Associates Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Corgan Associates Holdings, Inc.'s sponsor-wide assets grew 67.5%, from $74M to $123M.
Where does Corgan Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Corgan Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Corgan Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Harkins Builders, Inc. Employee Stock Ownership Plan in MD ($123M, 270 participants).
Which ESOP plans cover a similar participant headcount to Corgan Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ampam Parks Mechanical, Inc. Profit Sharing Plan in CA (889 participants, $3M 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 810856764.

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.