ESOP · DOL Form 5500 · 2022

Cfd Research Corporation ESOP

Data updated 2026-08-11

$21M
Total assets
149
Participants
78th
Percentile by assets
$143,729
Avg per participant
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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.

  • 78th percentile by assets (of 139,126 plans)
  • #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.

$21M
total plan assets (2022 EOY)
149
covered participants
78th
percentile by assets (of 139,126 plans)
$143,729
avg assets per participant

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. Cfd Research Corporation Employee Stock Ownership Plan reports 149 participants - about 41% of that state average ($21M EOY assets).

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)

$40M$60M$80M$100M$120M 202220232024 $53M $98.9M ▲ +86.8%
Total plan assets by year, all Cfd Research Corporation plans on file
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

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 Corpora…Starfish Holdings, I…Starfish Holdings, I…Inline Electric Empl…Signature Homes Empl…Radiance Technologie…
Cfd Research Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Cfd Research Corporation Employee Stock Ownership Plan by total assets, not by location.

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).

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Filing takeaways

Ways to act on Cfd Research Corporation Employee Stock Ownership Plan's numbers.