Plan Ledger DOL Form 5500 · updated monthly

Ferguson Holdings, Inc.ESOP

FERGUSON HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · GREENWOOD, MS · plan year 2024

Plan assets · 2024
$7.4M

Ferguson 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 $7,438,760 across 134 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Mississippi (201st of 367), and 464th of 612 in mining, oil & gas extraction. active participation has grown from 58 to 77 since 2022.

Plan summary
Net assets, end of year$7,438,760
Participants with balances134
Active participants77
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$55,513
Benefits paid to participants$563,752
Plan auditUnmodified (clean) audit opinion
AuditorCARR, RIGGS, INGRAM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 134 accts
2023$7.1M · 131 accts
2022$3.4M · 119 accts
Administrative cost history3
2024Not separately reported
2023$1,904 · 0.04%
2022Not separately reported
Similar plansMining, Oil & Gas Extraction · Mississippi
Pruet Production Co. MS$26.0M · 0.00%
Kencoil, Inc. LA$7.7M · 0.54%
Little Six Corporation TN$7.6M · 0.10%
Bj Energy Solutions, LLC TX$7.5M · 1.13%
Circle 9 Resources LLC OK$7.3M · 0.07%
Renegade Group, LLC TX$7.3M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640372458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.