ESOP · DOL Form 5500 · 2022
Custom Data Solutions, Inc. ESOP
Data updated 2026-08-25
- $534K
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $19,777
- Avg per participant Low balance/head
Official DOL plan name: Custom Data Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Custom Data Solutions, Inc. · Michigan · Professional & Technical Services
$534K in assets, 27 participants
Custom Data Solutions, Inc.'s Custom Data Solutions, Inc. Employee Stock Ownership Plan reported $534K in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.
- #3,282 in Professional & Technical Services (21,562 peers)
2022 asset change
Custom Data Solutions, Inc. Employee Stock Ownership Plan contracted severely 68.4% in 2022 ($2M → $534K) for 27 participants.
- #3,282
- in Professional & Technical Services (21,562 peers)
- -68.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Custom Data Solutions, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Custom Data Solutions, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$533,982 19th percentile higher than 19% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Custom Data Solutions, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Custom Data Solutions, Inc. Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 382494655 · Custom Data Solutions, Inc. PY 2022 · ESOP
Custom Data Solutions, Inc. Employee Stock Ownership Plan · $534K · 27 · 19th
- 5500 $534K
- 5500 27
- 5500 19th
- 5500 ESOP
- 5500 near Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust
- 5500 ind #3282
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 Michigan →
Custom Data Solutions, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Custom Data Solutions, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Custom Data Solutions, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $534K |
| 2023 | 1 | N/A | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $395K |
| Net Income | -$1M |
| Employer EIN | 382494655 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.1B · 1,155
- The Kendall Group Employee Stock Ownership Plan $726M · 1,817
- Project Worldwide, Inc. Employee Stock Ownership Plan $395M · 977
- Motor City Electric Co. Employee Stock Ownership Plan $191M · 209
- Bandit Holding Company, Inc. Employee Stock Ownership Plan $182M · 591
Custom Data Solutions, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust in WI ($534K); by covered participants it is Bailey Lauerman & Associates Employee Stock Ownership Plan in NE (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($534K here).
- Union Grove Lumber and True Value Co. Employee Stock Ownership Plan and Trust (WI) $534K · 6
- Professional Pump Corporation Employee Stock Ownership Plan (VA) $533K · 20
- Custom Interface, Inc. Employee Stock Ownership Plan and Trust (WA) $533K · 47
- Dale Medical Products Employee Stock Ownership Plan (MA) $532K · 69
Similar participant headcount
Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.
- Bailey Lauerman & Associates Employee Stock Ownership Plan (NE) 27 · 0 off
- Mediu, Inc. Employee Stock Ownership Plan (OH) 27 · 0 off
- Infinity Communications & Consulting, Inc. Employee Stock Ownership Plan (CA) 27 · 0 off
- Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement (IN) 27 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.