Plan Ledger DOL Form 5500 · updated monthly

Commonwealth Holdings, Inc.ESOP

COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · LINCOLN, NE · plan year 2024

Employer contribution per participant · 2024
$13,651

Commonwealth Holdings, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $203,317,710 across 283 participant accounts, with employer contributions averaging $13,651 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 36th-largest of 565 plans among Nebraska employers on file, and the 339th of 5,337 in construction. active participation has grown from 211 to 255 since 2022.

Plan summary
Net assets, end of year$203,317,710
Participants with balances283
Active participants255
Employer contributions$3,480,945
Employee contributions—
Employer contribution per active participant$13,651
Average account balance$718,437
Benefits paid to participants$2,172,092
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$203.3M · 283 accts · $3.5M emplr
2023$142.7M · 256 accts · $2.5M emplr
2022$86.8M · 224 accts · $2.8M emplr
Employer contributions to the Commonwealth Holdings, Inc. plan · 2024
Employer contribution per active participant$13,651
Median for plans this size$3,635
2024$13,651 per active participant
2023$10,361 per active participant
2022$13,271 per active participant

Commonwealth Holdings, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Recordkeeper by year2
2024John Hancock
2023Nationwide

This plan has changed recordkeepers within these filings. If you left Commonwealth Holdings, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
COMMONWEALTH HOLDINGS, INC. 401(K) PLAN401(k)
COMMONWEALTH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
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Source: U.S. Department of Labor, Form 5500 series, EIN 365040351 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.