ESOP · DOL Form 5500 · 2024
Churchill Holdings, Inc. ESOP
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 387
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $152,514
- Avg per participant Above avg balance/head
Official DOL plan name: Churchill Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Churchill Holdings, Inc. · Tennessee · Management of Enterprises
$59M in assets, 387 participants
Churchill Holdings, Inc.'s Churchill Holdings, Inc. Employee Stock Ownership Plan reported $59M in total assets and 387 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #794 in Management of Enterprises (1,133 peers)
Coverage in Tennessee
Churchill Holdings, Inc. Employee Stock Ownership Plan covers 387 participants in Tennessee, about 34% of the average Tennessee filer (state average ~1,126 per filing). Assets: $59M.
- #794
- in Management of Enterprises (1,133 peers)
- -27.3%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Churchill Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets
Churchill Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$59,022,951 Top 14% higher than 86% 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
Churchill Holdings, Inc. 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. Churchill Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (387 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Churchill Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $81M in the plan year 2023 filing to $59M in the plan year 2024 filing.
- Churchill Holdings, Inc. Employee Stock Ownership Plan reported net income fell from -$15M in the plan year 2023 filing to -$18M in the plan year 2024 filing.
- Churchill Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 474 in the plan year 2023 filing to 387 in the plan year 2024 filing.
DOL schedule card
Filing strip 901013848 · Churchill Holdings, Inc. PY 2024 · ESOP
Churchill Holdings, Inc. Employee Stock Ownership Plan · $59M · 387 · 86th
- 5500 $59M
- 5500 387
- 5500 86th
- 5500 ESOP
- 5500 near Cfd Research Corporation Employee Stock Ownership Plan
- 5500 ind #794
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 Tennessee →
Churchill Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$18M |
| Employer EIN | 901013848 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Churchill Holdings, Inc.)
Sponsor-wide plan assets over time
All Churchill Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 36.62700698445628% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 512 | $93M |
| 2023 | 1 | 474 | $81M |
| 2024 | 1 | 387 | $59M |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $470M · 403
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $247M · 201
- National Health Corp Leveraged Employee Stock Ownership Plan $168M · 1,385
- 3ls, Inc. Employee Stock Ownership Plan $143M · 515
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan $116M · 507
Churchill Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Tennessee, the nearest ESOP by assets is Cfd Research Corporation Employee Stock Ownership Plan in AL ($59M); by covered participants it is Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan in WI (388 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
Similar participant headcount
Nearest other-state filings by covered participants (387 participants); asset peers above are excluded.
- Ayres Associates Inc 2012 Amended and Restated Employee Stock Ownership Plan (WI) 388 · 1 off
- Entech Sales and Service Employee Stock Ownership Plan (TX) 386 · 1 off
- Williams Tank Lines Employee Stock Ownership Plan (CA) 386 · 1 off
- Active International Employee Stock Ownership Plan (NY) 389 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.