ESOP · DOL Form 5500 · 2024
Corgan Associates Holdings, Inc. ESOP
Data updated 2026-07-24
- $123M
- Total assets
- 888
- Participants
- 92nd
- Percentile by assets
- $138,891
- Avg per participant
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.
- 92nd percentile by assets (of 116,472 plans)
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.
- $123M
- total plan assets (2024 EOY)
- 888
- covered participants
- 92nd
- percentile by assets (of 116,472 plans)
- $138,891
- avg assets per participant
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.
Corgan Employee Stock Ownership Plan vs the 2024 asset distribution
By assets, Corgan Employee Stock Ownership Plan outranks 92% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $123M |
| Net Income | $26M |
| Employer EIN | 810856764 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Corgan Associates Holdings, Inc.)
| 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
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Corgan Employee Stock Ownership Plan by total assets, not by location.
- Harkins Builders, Inc. Employee Stock Ownership Plan (MD) $123M · 270
- State Utility Contractors, Inc. Employee Stock Ownership Plan (NC) $123M · 158
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan (KY) $123M · 834
- Fairway Independent Mortgage Corporation Employee Stock Ownership (WI) $123M · 5,029
Frequently Asked Questions
How did Corgan Employee Stock Ownership Plan assets move in 2024? ▼
How have Corgan Associates Holdings, Inc. plan assets changed over time? ▼
Where does Corgan Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Corgan Employee Stock Ownership Plan? ▼
Next read for Corgan Employee Stock Ownership Plan
Scale reading
Ways to act on Corgan Employee Stock Ownership Plan's numbers.
- By total assets, Corgan Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Corgan Associates Holdings, Inc.'s sponsor-wide assets have grown 67.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans
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.