Plan Ledger DOL Form 5500 · updated monthly

Corgan Associates Holdings, Inc.ESOP

CORGAN EMPLOYEE STOCK OWNERSHIP PLAN · DALLAS, TX · plan year 2024

Employer contribution per participant · 2024
$7,882

Corgan Associates 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 $123,335,492 across 1,286 participant accounts, with employer contributions averaging $7,882 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 professional & technical services employers. By assets it is the 536th-largest of 5,688 plans among Texas employers on file, and the 1,248th of 11,654 in professional & technical services. active participation has grown from 514 to 812 since 2022.

Plan summary
Net assets, end of year$123,335,492
Participants with balances1,286
Active participants812
Employer contributions$6,400,000
Employee contributions—
Employer contribution per active participant$7,882
Average account balance$95,906
Benefits paid to participants$1,270,157
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$123.3M · 1,286 accts · $6.4M emplr
2023$97.1M · 1,108 accts · $6.5M emplr
2022$73.6M · 918 accts · $6.1M emplr
Employer contributions to the Corgan Associates Holdings, Inc. plan · 2024
Employer contribution per active participant$7,882
Median for plans this size$3,635
2024$7,882 per active participant
2023$9,556 per active participant
2022$11,832 per active participant

Corgan Associates 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.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
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Argano, LLC TX$123.5M · 0.19%
Wood Mackenzie, Inc. TX$122.9M · 0.14%
Corgan Associates, Inc. TX$122.8M · 0.17%
Access Plans LLC TX$122.4M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810856764 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.