ESOP · DOL Form 5500 · 2024
Cornerstone Holdings, Inc. ESOP
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 40
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $974,060
- Avg per participant High balance/head
Official DOL plan name: Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Cornerstone Holdings, Inc. · Alaska · Administrative & Support Services
$39M in assets, 40 participants
Cornerstone Holdings, Inc.'s Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust reported $39M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #3,944 in Administrative & Support Services (4,368 peers)
Where Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust sits by assets
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $39M for 40 participants (~$974,060/participant), up 5.9% in 2024.
- #3,944
- in Administrative & Support Services (4,368 peers)
- +5.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,962,395 Top 19% higher than 81% 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
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 37 in the plan year 2023 filing to 40 in the plan year 2024 filing.
- Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $37M in the plan year 2023 filing to $39M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 274133863 · Cornerstone Holdings, Inc. PY 2024 · ESOP
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust · $39M · 40 · 81st
- 5500 $39M
- ASSETS 40
- PCT 81st
- EIN ESOP
- RANK near Aptura Employee Stock Ownership Plan
- PHOTO ind #3944
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 Alaska →
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $2M |
| Employer EIN | 274133863 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cornerstone Holdings, Inc.)
Sponsor-wide plan assets over time
All Cornerstone Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 20.047649455297247% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $32M |
| 2023 | 1 | 37 | $37M |
| 2024 | 1 | 40 | $39M |
Nearby ESOP Plans in Alaska
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Alaska Rubber & Supply, Inc. Employee Stock Ownership Plan and Trust $42M · 136
- Alaska Garden and Pet Supply, Inc. Employee Stock Ownership Plan and Trust $37M · 52
- Sagaya Corporation Employee Stock Ownership Plan $23M · 101
- Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan $16M · 145
- Tyler Rental, Inc. Employee Stock Ownership Plan and Trust $9M · 102
Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Alaska, the nearest ESOP by assets is Aptura Employee Stock Ownership Plan in IN ($39M); by covered participants it is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Aptura Employee Stock Ownership Plan (IN) $39M · 309
- Stoneage Employee Stock Ownership Plan (CO) $39M · 153
- First Citizens National Bank ESOP Plan and Trust (TN) $39M · 281
- Club Fitness Employee Stock Ownership Plan (MO) $39M · 195
Similar participant headcount
Nearest other-state filings by covered participants (40 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.