ESOP · DOL Form 5500 · 2024

Ferguson Holdings, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
80
Participants Small participant base
49th
Percentile by assets National rank
$92,985
Avg per participant Below avg balance/head
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Official DOL plan name: Ferguson Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Ferguson Holdings, Inc. · Mississippi · Mining & Oil Extraction

$7M in assets, 80 participants

Ferguson Holdings, Inc.'s Ferguson Holdings, Inc. Employee Stock Ownership Plan reported $7M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #217 in Mining & Oil Extraction (785 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Ferguson Holdings, Inc. Employee Stock Ownership Plan ranks #217 of 785 2024 filers by assets (1653% of the sector average)-$7M for 80 participants.

#217
in Mining & Oil Extraction (785 peers)
+5.3%
assets growth YoY

Ferguson Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Ferguson Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,438,760 49th percentile higher than 49% 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

Ferguson Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ferguson Holdings, Inc. Employee Stock Ownership Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ferguson Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to $375K in the plan year 2024 filing.
  • Ferguson Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 65 in the plan year 2023 filing to 80 in the plan year 2024 filing.
  • Ferguson Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 640372458 · Ferguson Holdings, Inc. PY 2024 · ESOP

Ferguson Holdings, Inc. Employee Stock Ownership Plan · $7M · 80 · 49th

  • EIN $7M
  • EIN 80
  • EIN 49th
  • EIN ESOP
  • EIN near J.S. Braddock Agency Employee Stock Ownership Plan
  • EIN ind #217

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 Mississippi →

Ferguson Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ferguson Holdings, Inc. Employee Stock Ownership PlanFerguson Holdings, Inc. Empl…$7MJ.S. Braddock Agency Employee Stock Ownership PlanJ.S. Braddock Agency Employe…$7M3d Stone Employee Stock Ownership Plan3d Stone Employee Stock Owne…$7MGround Engineering Consultants, Inc. Employee Stock Ownership PlanGround Engineering Consultan…$7MM. Dyer & Sons, Inc. Employee Stock Ownership PlanM. Dyer & Sons, Inc. Employe…$7M
End-of-year total assets ($M) among Ferguson Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$375K
Employer EIN640372458
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ferguson Holdings, Inc.)

Sponsor-wide plan assets over time

All Ferguson Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 118.69057768631485% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.4M $7.44M ▲ +118.8%
Year Plans Participants Total Assets
2022 1 85 $3M
2023 1 65 $7M
2024 1 80 $7M

Nearby ESOP Plans in Mississippi

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

Ferguson Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -50050100150200 Total assets ($M) Participants Ferguson Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.43876 · Participants: 80Ferguson Holdings, Inc. Employee Stock Ownership PlanMdr Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 181.221459 · Participants: 652Mdr Construction, Inc. Employee Stock Ownership PlanLt Corporation & Affiliates Employee Stock Ownership Plan, Total assets ($M): 178.870073 · Participants: 499Lt Corporation & Affiliates Employee Stock Ownership PlanTelapex, Inc. Employee Stock Ownership Plan, Total assets ($M): 158.465575 · Participants: 1629Telapex, Inc. Employee Stock Ownership PlanF.L. Crane & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 109.680748 · Participants: 339F.L. Crane & Sons, Inc. Employee Stock Ownership PlanCommunity Bancshares of Mississippi, Inc. Employee Stock Ownership Plan, Total assets ($M): 80.538218 · Participants: 876Community Bancshares of Mississippi, Inc. Employee Stock Ownership Plan
Ferguson Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants
Compare Ferguson Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ferguson Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Mississippi, the nearest ESOP by assets is J.S. Braddock Agency Employee Stock Ownership Plan in NJ ($7M); by covered participants it is Sands Wall Systems, Inc. Employee Stock Ownership Plan in SD (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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.

Frequently Asked Questions

How did Ferguson Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Ferguson Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.3% during 2024, from $7M to $7M. Reported net income was $375K.
How have Ferguson Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ferguson Holdings, Inc.'s sponsor-wide assets grew 118.7%, from $3M to $7M.
Which ESOP plans are similar in size to Ferguson Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is J.S. Braddock Agency Employee Stock Ownership Plan in NJ ($7M, 34 participants).
Which ESOP plans cover a similar participant headcount to Ferguson Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sands Wall Systems, Inc. Employee Stock Ownership Plan in SD (80 participants, $15M in assets).

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 640372458.

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.