ESOP · DOL Form 5500 · 2022

Cfm Distributors, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
65
Participants Small participant base
69th
Percentile by assets National rank
$186,347
Avg per participant Above avg balance/head
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Official DOL plan name: Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Cfm Distributors, Inc. · Missouri · Wholesale Trade

$12M in assets, 65 participants

Cfm Distributors, Inc.'s Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust reported $12M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,274 in Wholesale Trade (6,843 peers)

2022 asset change

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust grew sharply 21.8% in 2022 ($10M → $12M) for 65 participants.

#4,274
in Wholesale Trade (6,843 peers)
+21.8%
assets growth YoY

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$12,112,569 Top 31% higher than 69% 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

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust is a small filing (65 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 480734394 · Cfm Distributors, Inc. PY 2022 · ESOP

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust · $12M · 65 · 69th

  • PHOTO $12M
  • IND 65
  • EOY 69th
  • 5500 ESOP
  • ASSETS near Grant County Bancshares, Inc. Employee Stock Ownership Plan
  • PCT ind #4274

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 →

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Espey Mfg. & Electronics Corp. Employee Retirement Plan & TrustEspey Mfg. & Electronics Cor…$12MMillennium Medical Education Resources Employee Stock Ownership PlanMillennium Medical Education…$12MCfm Distributors, Inc. Employee Stock Ownership Plan and TrustCfm Distributors, Inc. Emplo…$12MGrant County Bancshares, Inc. Employee Stock Ownership PlanGrant County Bancshares, Inc…$12MHeritage Bancshares Group, Inc. Employee Stock Ownership Plan and TrustHeritage Bancshares Group, I…$12M
End-of-year total assets ($M) among Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Cfm Distributors, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Cfm Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 8.811714509118586% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $12.1M $13.2M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 65 $12M
2023 1 66 $15M
2024 1 71 $13M

2022 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN480734394
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.012112569 · Participants: 65Cfm Distributors, Inc. Employee Stock Ownership Plan and TrustBurns & 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
Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Grant County Bancshares, Inc. Employee Stock Ownership Plan in IN ($12M); by covered participants it is Tag Engineering, Inc. Employee Stock Ownership Plan in MD (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 21.8% during 2022, from $10M to $12M. Reported net income was $2M.
How have Cfm Distributors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cfm Distributors, Inc.'s sponsor-wide assets grew 8.8%, from $12M to $13M.
Which ESOP plans are similar in size to Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Grant County Bancshares, Inc. Employee Stock Ownership Plan in IN ($12M, 11 participants).
Which ESOP plans cover a similar participant headcount to Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Tag Engineering, Inc. Employee Stock Ownership Plan in MD (65 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 480734394.

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.