ESOP · DOL Form 5500 · 2022

National Distribution Service, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
29
Participants Small participant base
77th
Percentile by assets National rank
$669,617
Avg per participant High balance/head
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Official DOL plan name: National Distribution Service Employee Stock Ownership Plan · Sponsored by National Distribution Service, Inc. · Missouri · Transportation & Warehousing

$19M in assets, 29 participants

National Distribution Service, Inc.'s National Distribution Service Employee Stock Ownership Plan reported $19M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,995 in Transportation & Warehousing (3,876 peers)

Where National Distribution Service Employee Stock Ownership Plan sits by assets

National Distribution Service Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $19M for 29 participants (~$669,617/participant), up 57.9% in 2022.

#2,995
in Transportation & Warehousing (3,876 peers)
+57.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

National Distribution Service Employee Stock Ownership Plan's outsized position by total assets

National Distribution Service Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,418,894 Top 23% higher than 77% of 139,123 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 2022

National Distribution Service 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. National Distribution Service Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 431277625 · National Distribution Service, Inc. PY 2022 · ESOP

National Distribution Service Employee Stock Ownership Plan · $19M · 29 · 77th

  • BOOK $19M
  • VS-ST 29
  • BOY 77th
  • SCH ESOP
  • EBSA near Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan
  • PART ind #2995

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 Missouri →

National Distribution Service Employee Stock Ownership Plan in the asset neighbourhood

G W Holdings, Inc. Employee Stock Ownership PlanG W Holdings, Inc. Employee …$19MNational Distribution Service Employee Stock Ownership PlanNational Distribution Servic…$19MMid-America Apartment Communities, Inc. Employees' Stock Ownership PlanMid-America Apartment Commun…$19MB & D Industrial, Inc. Employee Stock Ownership PlanB & D Industrial, Inc. Emplo…$19MCarley Corporation Employee Stock Ownership PlanCarley Corporation Employee …$19M
End-of-year total assets ($M) among National Distribution Service Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$8M
Net Income$6M
Employer EIN431277625
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Distribution Service, Inc.)

Sponsor-wide plan assets over time

All National Distribution Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 23.490009266233187% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.4M $24M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 29 $19M
2023 1 32 $24M
2024 1 33 $24M

Nearby ESOP Plans in Missouri

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

National Distribution Service Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants National Distribution Service Employee Stock Ownership Plan, Total assets ($B): 0.019418894 · Participants: 29National Distribution Service Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and Trust
National Distribution Service Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare National Distribution Service Employee Stock Ownership Plan side-by-side with 3 peers →

National Distribution Service Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan in TN ($19M); by covered participants it is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Distribution Service Employee Stock Ownership Plan assets move in 2022? ▼
National Distribution Service Employee Stock Ownership Plan surged - up 57.9% during 2022, from $12M to $19M. Reported net income was $6M.
How have National Distribution Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Distribution Service, Inc.'s sponsor-wide assets grew 23.5%, from $19M to $24M.
Where does National Distribution Service Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
National Distribution Service Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to National Distribution Service Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan in TN ($19M, 256 participants).
Which ESOP plans cover a similar participant headcount to National Distribution Service Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431277625.

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.