ESOP · DOL Form 5500 · 2022

Cfd Research Corporation ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
149
Participants Small participant base
78th
Percentile by assets National rank
$143,729
Avg per participant Near avg balance/head
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Official DOL plan name: Cfd Research Corporation Employee Stock Ownership Plan · Sponsored by Cfd Research Corporation · Alabama · Professional & Technical Services

$21M in assets, 149 participants

Cfd Research Corporation's Cfd Research Corporation Employee Stock Ownership Plan reported $21M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,946 in Professional & Technical Services (21,562 peers)

Coverage in Alabama

Cfd Research Corporation Employee Stock Ownership Plan covers 149 participants in Alabama, about 41% of the average Alabama filer (state average ~360 per filing). Assets: $21M.

#16,946
in Professional & Technical Services (21,562 peers)
+24.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Cfd Research Corporation Employee Stock Ownership Plan's outsized position by total assets

Cfd Research Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$21,415,659 Top 22% higher than 78% 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

Cfd Research Corporation Employee Stock Ownership Plan 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. Cfd Research Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (149 participants).

EBSA filing schedule strip

Filing strip 630944385 · Cfd Research Corporation PY 2022 · ESOP

Cfd Research Corporation Employee Stock Ownership Plan · $21M · 149 · 78th

  • VS-ST $21M
  • BOY 149
  • SCH 78th
  • EBSA ESOP
  • PART near Silver Star Construction Company, Inc. Stock Bonus Employee Ownership Plan and Trust
  • TYPE ind #16946

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 Alabama →

Cfd Research Corporation Employee Stock Ownership Plan in the asset neighbourhood

Humboldt Mfg. Co. Employee Stock Ownership PlanHumboldt Mfg. Co. Employee S…$21MCfd Research Corporation Employee Stock Ownership PlanCfd Research Corporation Emp…$21MFireline, Inc. Employee Stock Ownership PlanFireline, Inc. Employee Stoc…$21MSilver Star Construction Company, Inc. Stock Bonus Employee Ownership Plan and TrustSilver Star Construction Com…$21MCk Supply Employee Stock Ownership PlanCk Supply Employee Stock Own…$21M
End-of-year total assets ($M) among Cfd Research Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$6M
Employer EIN630944385
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cfd Research Corporation)

Sponsor-wide plan assets over time

All Cfd Research Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$99M 86.808770928932% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $53M $98.9M ▲ +86.8%
Year Plans Participants Total Assets
2022 2 315 $53M
2023 2 416 $80M
2024 2 499 $99M

Nearby ESOP Plans in Alabama

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

Cfd Research Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Cfd Research Corporation Employee Stock Ownership Plan, Total assets ($M): 21.415659 · Participants: 149Cfd Research Corporation Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 163.711693 · Participants: 231Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 126.162 · Participants: 130Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 120.092479 · Participants: 853Radiance Technologies, Inc. Employee Stock Ownership Plan
Cfd Research Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Cfd Research Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Cfd Research Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Silver Star Construction Company, Inc. Stock Bonus Employee Ownership Plan and Trust in OK ($21M); by covered participants it is Salisbury Bank and Trust Company Employee Stock Ownership Plan in CT (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Cfd Research Corporation Employee Stock Ownership Plan assets move in 2022? ▼
Cfd Research Corporation Employee Stock Ownership Plan grew sharply - up 24.5% during 2022, from $17M to $21M. Reported net income was $6M.
How have Cfd Research Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cfd Research Corporation's sponsor-wide assets grew 86.8%, from $53M to $99M.
Where does Cfd Research Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cfd Research Corporation Employee Stock Ownership Plan ranks in the 78th 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 Cfd Research Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Silver Star Construction Company, Inc. Stock Bonus Employee Ownership Plan and Trust in OK ($21M, 161 participants).
Which ESOP plans cover a similar participant headcount to Cfd Research Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Salisbury Bank and Trust Company Employee Stock Ownership Plan in CT (149 participants, $4M 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 630944385.

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.