ESOP · DOL Form 5500 · 2024

Consolidated Bus Transit, Inc. ESOP

Data updated 2026-08-25

$54M
Total assets Below avg plan size
1,191
Participants Near avg headcount
85th
Percentile by assets National rank
$44,932
Avg per participant Low balance/head
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Official DOL plan name: Consolidated Bus Transit, Inc. ESOP · Sponsored by Consolidated Bus Transit, Inc. · New York · Transportation & Warehousing

$54M in assets, 1,191 participants

Consolidated Bus Transit, Inc.'s Consolidated Bus Transit, Inc. ESOP reported $54M in total assets and 1,191 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,749 in Transportation & Warehousing (3,299 peers)

Where Consolidated Bus Transit, Inc. ESOP sits by assets

Consolidated Bus Transit, Inc. ESOP sits in the top quartile of all filed plans by assets, $54M for 1,191 participants (~$44,932/participant), down 19.3% in 2024.

#2,749
in Transportation & Warehousing (3,299 peers)
-19.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Consolidated Bus Transit, Inc. ESOP's outsized position by total assets

Consolidated Bus Transit, Inc. ESOP vs every filed plan by assets

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

$53,513,593 Top 15% higher than 85% 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

Consolidated Bus Transit, Inc. ESOP's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Consolidated Bus Transit, Inc. ESOP lands in the large band (1,191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Consolidated Bus Transit, Inc. ESOP reported net income fell from $4M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
  • Consolidated Bus Transit, Inc. ESOP end-of-year assets fell from $66M in the plan year 2023 filing to $54M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 113046431 · Consolidated Bus Transit, Inc. PY 2024 · ESOP

Consolidated Bus Transit, Inc. ESOP · $54M · 1,191 · 85th

  • NET $54M
  • NET 1,191
  • NET 85th
  • NET ESOP
  • NET near Halff Associates, Inc. Employee Stock Ownership Plan and Trust
  • NET ind #2749

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 New York →

Consolidated Bus Transit, Inc. ESOP in the asset neighbourhood

Ketchum & Walton Employee Stock Ownership PlanKetchum & Walton Employee St…$54MConsolidated Bus Transit, Inc. ESOPConsolidated Bus Transit, In…$54MHalff Associates, Inc. Employee Stock Ownership Plan and TrustHalff Associates, Inc. Emplo…$53MGuthrie & Huebner Company, Inc. Employee Stock Ownership Plan and TrustGuthrie & Huebner Company, I…$53MAdvance Capital Group, Inc. Employee Stock Ownership PlanAdvance Capital Group, Inc. …$53M
End-of-year total assets ($M) among Consolidated Bus Transit, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$26M
Net Income-$11M
Employer EIN113046431
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Consolidated Bus Transit, Inc.)

Sponsor-wide plan assets over time

All Consolidated Bus Transit, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 21.16668042584753% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $67.9M $53.5M ▼ -21.2%
Year Plans Participants Total Assets
2022 2 1,514 $68M
2023 1 1,185 $66M
2024 1 1,191 $54M

Nearby ESOP Plans in New York

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

Consolidated Bus Transit, Inc. ESOP vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. 01000200030004000 02004006008001000 Total assets ($M) Participants Consolidated Bus Transit, Inc. ESOP, Total assets ($M): 53.513593 · Participants: 1191Consolidated Bus Transit, Inc. ESOPStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Consolidated Bus Transit, Inc. ESOP vs. nearby ESOP plans in New York, assets vs. participants

Consolidated Bus Transit, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Halff Associates, Inc. Employee Stock Ownership Plan and Trust in TX ($53M); by covered participants it is Abt Associates Inc. Employees Stock Ownership Plan in MA (1,191 participants). Same-state nearby plans are listed separately above.

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 Consolidated Bus Transit, Inc. ESOP assets move in 2024?
Consolidated Bus Transit, Inc. ESOP declined sharply - down 19.3% during 2024, from $66M to $54M. Reported net income was -$11M.
How have Consolidated Bus Transit, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Consolidated Bus Transit, Inc.'s sponsor-wide assets declined 21.2%, from $68M to $54M.
Where does Consolidated Bus Transit, Inc. ESOP rank by assets among Form 5500 filers?
Consolidated Bus Transit, Inc. ESOP ranks in the 85th percentile by end-of-year assets among 123,622 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 Consolidated Bus Transit, Inc. ESOP?
Among ESOP plans in other states, the closest by assets is Halff Associates, Inc. Employee Stock Ownership Plan and Trust in TX ($53M, 1,131 participants).
Which ESOP plans cover a similar participant headcount to Consolidated Bus Transit, Inc. ESOP?
Among ESOP plans in other states, the closest by covered participants is Abt Associates Inc. Employees Stock Ownership Plan in MA (1,191 participants, $117M in assets).