ESOP · DOL Form 5500 · 2022

Cecil W Powell and Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
37
Participants Small participant base
35th
Percentile by assets National rank
$58,551
Avg per participant Low balance/head
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Official DOL plan name: Cecil W Powell & Company Employee Stock Ownership Plan · Sponsored by Cecil W Powell and Company · Florida · Finance & Insurance

$2M in assets, 37 participants

Cecil W Powell and Company's Cecil W Powell & Company Employee Stock Ownership Plan reported $2M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,194 in Finance & Insurance (9,261 peers)

2022 asset change

Cecil W Powell & Company Employee Stock Ownership Plan declined sharply 16.9% in 2022 ($3M → $2M) for 37 participants.

#2,194
in Finance & Insurance (9,261 peers)
-16.9%
assets change YoY

The plan reported a net loss of $440K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cecil W Powell & Company Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Cecil W Powell & Company Employee Stock Ownership Plan vs every filed plan by assets

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

$2,166,396 35th percentile higher than 35% 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

Cecil W Powell & Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cecil W Powell & Company Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 591095765 · Cecil W Powell and Company PY 2022 · ESOP

Cecil W Powell & Company Employee Stock Ownership Plan · $2M · 37 · 35th

  • EBSA $2M
  • EBSA 37
  • EBSA 35th
  • EBSA ESOP
  • EBSA near Optical Associates, Inc. Employee Stock Ownership Plan
  • EBSA ind #2194

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 Florida →

Cecil W Powell & Company Employee Stock Ownership Plan in the asset neighbourhood

Cecil W Powell & Company Employee Stock Ownership PlanCecil W Powell & Company Emp…$2MGarlich Printing Company Employee Stock Ownership PlanGarlich Printing Company Emp…$2MTaylor & Syfan Consulting Engineers Incorporated Employee Stock Ownership PlanTaylor & Syfan Consulting En…$2MOptical Associates, Inc. Employee Stock Ownership PlanOptical Associates, Inc. Emp…$2MRobco Corporation Employee Stock Ownership PlanRobco Corporation Employee S…$2M
End-of-year total assets ($M) among Cecil W Powell & Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Cecil W Powell and Company years around the 2022 move

Sponsor-wide plan assets over time

All Cecil W Powell and Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.6479074001244465% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M$2.4M 202220232024 $2.17M $2.02M ▼ -6.9%
Year Plans Participants Total Assets
2022 1 37 $2M
2023 1 37 $2M
2024 1 39 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$440K
Employer EIN591095765
Plan Effective Date1982-06-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Cecil W Powell & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Cecil W Powell & Company Employee Stock Ownership Plan, Total assets ($B): 0.002166396 · Participants: 37Cecil W Powell & Company Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Cecil W Powell & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Cecil W Powell & Company Employee Stock Ownership Plan side-by-side with 3 peers →

Cecil W Powell & Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Optical Associates, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Sdg Architects, Inc. ESOP in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Cecil W Powell & Company Employee Stock Ownership Plan assets move in 2022? ▼
Cecil W Powell & Company Employee Stock Ownership Plan declined sharply - down 16.9% during 2022, from $3M to $2M. Reported net income was -$440K.
How have Cecil W Powell and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cecil W Powell and Company's sponsor-wide assets declined 6.6%, from $2M to $2M.
Which ESOP plans are similar in size to Cecil W Powell & Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Optical Associates, Inc. Employee Stock Ownership Plan in CA ($2M, 28 participants).
Which ESOP plans cover a similar participant headcount to Cecil W Powell & Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (37 participants, $2M 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 591095765.

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.