ESOP · DOL Form 5500 · 2024

Cornerstone Holdings, Inc. ESOP

Data updated 2026-07-24

$39M
Total assets: 40
Participants: 81st
Percentile by assets: $974,060
Avg per participant

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.

81st percentile by assets (of 116,472 plans)

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.

$39M
total plan assets (2024 EOY): 40
covered participants: 81st
percentile by assets (of 116,472 plans): $974,060
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Alaska

Industry

Administrative & Support Services

Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust vs the 2024 asset distribution

By assets, Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust outranks 81% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).

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.)

Total plan assets by year, all Cornerstone Holdings, Inc. plans on file

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.

Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Alaska, assets vs. participants

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

Compare Cornerstone Holdings, Inc. Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

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

Frequently Asked Questions

How did Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼

Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 5.9% during 2024, from $37M to $39M. Reported net income was $2M.

How have Cornerstone Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cornerstone Holdings, Inc.'s sponsor-wide assets grew 20.0%, from $32M to $39M.

Where does Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust ranks in the 81st percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is Aptura Employee Stock Ownership Plan in IN ($39M, 309 participants).

Next read for Cornerstone Holdings, Inc. Employee Stoc…

Scale reading

Ways to act on Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust's numbers.

By total assets, Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Alaska. Compare plans
Cornerstone Holdings, Inc.'s sponsor-wide assets have grown 20.0% since 2022 across 3 plan years on file. More Administrative & Support 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 274133863.

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.