ESOP · DOL Form 5500 · 2022

Cdi Services, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
276
Participants Below avg headcount
64th
Percentile by assets National rank
$34,934
Avg per participant Low balance/head
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Official DOL plan name: Cdi Services, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Cdi Services, Inc. · North Dakota · Manufacturing

$10M in assets, 276 participants

Cdi Services, Inc.'s Cdi Services, Inc. Employee Stock Ownership Plan & Trust reported $10M in total assets and 276 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #10,555 in Manufacturing (20,602 peers)

Cdi Services, Inc. multi-year trail

Cdi Services, Inc.'s plans moved +21.1% in assets from 2022 to 2024; this filing shows Cdi Services, Inc. Employee Stock Ownership Plan & Trust at $10M / 276 participants.

#10,555
in Manufacturing (20,602 peers)
+4.3%
assets growth YoY

Cdi Services, Inc. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Cdi Services, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$9,641,750 Top 36% higher than 64% 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

Cdi Services, Inc. Employee Stock Ownership Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cdi Services, Inc. Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (276 participants).

Plan-year Form 5500 strip

Filing strip 455240671 · Cdi Services, Inc. PY 2022 · ESOP

Cdi Services, Inc. Employee Stock Ownership Plan & Trust · $10M · 276 · 64th

  • EBSA $10M
  • EBSA 276
  • EBSA 64th
  • EBSA ESOP
  • EBSA near Mattson & Co. Employee Stock Ownership Plan
  • EBSA ind #10555

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 North Dakota →

Cdi Services, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Cdi Services, Inc. Employee Stock Ownership Plan & TrustCdi Services, Inc. Employee …$10MMattson & Co. Employee Stock Ownership PlanMattson & Co. Employee Stock…$10MQuality Packaging & Supplies, Inc. Employee Stock Ownership PlanQuality Packaging & Supplies…$10MArion Systems, Inc. Employee Stock Ownership PlanArion Systems, Inc. Employee…$10MBemidji Aviation Services, Inc. ESOP.Bemidji Aviation Services, I…$10M
End-of-year total assets ($M) among Cdi Services, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Cdi Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cdi Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 21.107183077734554% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $21M $25.4M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 545 $21M
2023 2 566 $23M
2024 2 554 $25M

Cdi Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$470K
Employer EIN455240671
Plan Effective Date2012-12-31
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Dakota

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

Cdi Services, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -0.500.511.5 Total assets ($B) Participants Cdi Services, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 0.00964175 · Participants: 276Cdi Services, Inc. Employee Stock Ownership Plan & TrustBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.106185018 · Participants: 2781Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.761655102 · Participants: 3187Scheels Employee Stock Ownership PlanDakota Supply Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.234297255 · Participants: 616Dakota Supply Group, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.137364473 · Participants: 778Ulteig, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.137364473 · Participants: 778Ulteig, Inc. Employee Stock Ownership Plan
Cdi Services, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Cdi Services, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

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

Outside North Dakota, the nearest ESOP by assets is Mattson & Co. Employee Stock Ownership Plan in CA ($10M); by covered participants it is Columbus Mckinnon Corporation Employee Stock Ownership Plan in NY (276 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (276 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 Cdi Services, Inc. Employee Stock Ownership Plan & Trust assets move in 2022? ▼
Cdi Services, Inc. Employee Stock Ownership Plan & Trust edged up modestly - up 4.3% during 2022, from $9M to $10M. Reported net income was $470K.
How have Cdi Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cdi Services, Inc.'s sponsor-wide assets grew 21.1%, from $21M to $25M.
Which ESOP plans are similar in size to Cdi Services, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Mattson & Co. Employee Stock Ownership Plan in CA ($10M, 55 participants).
Which ESOP plans cover a similar participant headcount to Cdi Services, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Columbus Mckinnon Corporation Employee Stock Ownership Plan in NY (276 participants, $7M 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 455240671.

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.