ESOP · DOL Form 5500 · 2022

Cepeda Associates, Inc. ESOP

Data updated 2026-08-11

$38M
Total assets
80
Participants
86th
Percentile by assets
$476,250
Avg per participant
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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.

  • 86th percentile by assets (of 139,126 plans)
  • #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.

$38M
total plan assets (2022 EOY)
80
covered participants
86th
percentile by assets (of 139,126 plans)
$476,250
avg assets per participant

Where Cepeda Associates, Inc. Employee Stock Ownership Plan sits 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 $2,010,000,000 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

State
Kentucky
Industry
Manufacturing

Cepeda Associates, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Cepeda Associates, Inc. Employee Stock Ownership Plan outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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.)

$35M$40M$45M$50M 202220232024 $38.1M $45.1M ▲ +18.4%
Total plan assets by year, all Cepeda Associates, Inc. plans on file
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 ($B) Participants Cepeda Associates, I…, Total assets ($B): 0.038099982 · Participants: 80Cepeda Associates, I…Houchens Industries,…, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries,…Stock Yards Bank & T…, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & T…Gray, Inc. Employee …, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee …Interstate Personnel…, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel…H & R Agri-Power Emp…, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Emp…
Cepeda Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Cepeda Associates, Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Cepeda Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Cepeda Associates, Inc. Employee Stock O…

Scale reading

Ways to act on Cepeda Associates, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Cepeda Associates, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
  • Cepeda Associates, Inc.'s sponsor-wide assets have grown 18.4% since 2022 across 3 plan years on file. More Manufacturing plans

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.