ESOP · DOL Form 5500 · 2022

Cepeda Associates, Inc. ESOP

Data updated 2026-08-25

$38M
Total assets Below avg plan size
80
Participants Small participant base
86th
Percentile by assets National rank
$476,250
Avg per participant High balance/head
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Official DOL plan name: Cepeda Associates, Inc. Employee Stock Ownership Plan · Sponsored by Cepeda Associates, Inc. · Kentucky · Manufacturing

$38M in assets, 80 participants

Cepeda Associates, Inc.'s Cepeda Associates, Inc. Employee Stock Ownership Plan reported $38M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #16,294 in Manufacturing (20,602 peers)

Where Cepeda Associates, Inc. Employee Stock Ownership Plan sits by assets

Cepeda Associates, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $38M for 80 participants (~$476,250/participant), up 11.4% in 2022.

#16,294
in Manufacturing (20,602 peers)
+11.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cepeda Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Cepeda Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$38,099,982 Top 14% higher than 86% 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

Cepeda Associates, 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. Cepeda Associates, Inc. Employee Stock Ownership Plan is a small filing (80 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 610918947 · Cepeda Associates, Inc. PY 2022 · ESOP

Cepeda Associates, Inc. Employee Stock Ownership Plan · $38M · 80 · 86th

  • 5500 $38M
  • ASSETS 80
  • PCT 86th
  • EIN ESOP
  • RANK near Zink Foodservice Group, Inc. Employee Stock Ownership Plan and Trust
  • PHOTO ind #16294

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 Kentucky →

Cepeda Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Zink Foodservice Group, Inc. Employee Stock Ownership Plan and TrustZink Foodservice Group, Inc.…$38MCepeda Associates, Inc. Employee Stock Ownership PlanCepeda Associates, Inc. Empl…$38MAgvise Laboratories, Inc. Employee Stock Ownership PlanAgvise Laboratories, Inc. Em…$38MThe Cato Corporation Employee Stock Ownership PlanThe Cato Corporation Employe…$38MWci-Gc Inc. Employee Stock Ownership PlanWci-Gc Inc. Employee Stock O…$38M
End-of-year total assets ($M) among Cepeda Associates, Inc. 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)$34M
Net Assets (End of Year)$36M
Net Income$4M
Employer EIN610918947
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cepeda Associates, Inc.)

Sponsor-wide plan assets over time

All Cepeda Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 18.372730464807045% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.1M $45.1M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 80 $38M
2023 1 86 $39M
2024 1 98 $45M

Nearby ESOP Plans in Kentucky

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

Cepeda Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Cepeda Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.038099982 · Participants: 80Cepeda Associates, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Cepeda Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Cepeda Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cepeda Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Zink Foodservice Group, Inc. Employee Stock Ownership Plan and Trust in OH ($38M); by covered participants it is Belcam Inc. Employee Stock Ownership Plan in NY (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Cepeda Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Cepeda Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.4% during 2022, from $34M to $38M. Reported net income was $4M.
How have Cepeda Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cepeda Associates, Inc.'s sponsor-wide assets grew 18.4%, from $38M to $45M.
Where does Cepeda Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cepeda Associates, Inc. Employee Stock Ownership Plan ranks in the 86th 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 Cepeda Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Zink Foodservice Group, Inc. Employee Stock Ownership Plan and Trust in OH ($38M, 79 participants).
Which ESOP plans cover a similar participant headcount to Cepeda Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Belcam Inc. Employee Stock Ownership Plan in NY (80 participants, $601K 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 610918947.

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.