ESOP · DOL Form 5500 · 2022
Ferrell Companies, Inc. ESOP
Data updated 2026-08-11
- $71M
- Total assets
- 3,304
- Participants
- 91st
- Percentile by assets
- $21,374
- Avg per participant
Official DOL plan name: Ferrell Companies, Inc. Employee Stock Ownership Plan · Sponsored by Ferrell Companies, Inc. · Missouri · Management of Enterprises
$71M in assets, 3,304 participants
Ferrell Companies, Inc.'s Ferrell Companies, Inc. Employee Stock Ownership Plan reported $71M in total assets and 3,304 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #894 in Management of Enterprises (1,193 peers)
Coverage in Missouri
Ferrell Companies, Inc. Employee Stock Ownership Plan covers 3,304 participants in Missouri, 4.5x the typical Missouri plan (state average ~737 per filing). Assets: $71M.
- $71M
- total plan assets (2022 EOY)
- 3,304
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $21,374
- avg assets per participant
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Ferrell Companies, Inc. Employee Stock Ownership Plan reports 3,304 participants - 4.5x that state average ($71M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | -$75M |
| Net Income | $5M |
| Employer EIN | 431688741 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ferrell Companies, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,738 | $275M |
| 2023 | 2 | 8,148 | $307M |
| 2024 | 2 | 8,119 | $328M |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
Ferrell Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.0B · 7,358
- Mccarthy Employee Stock Ownership Plan $1.2B · 3,252
- Arco DB Companies, Inc. Employee Stock Ownership Plan $353M · 432
- Je Dunn Employee Stock Ownership Plan and Trust $332M · 2,641
- Src Employee Stock Ownership Plan and Trust $238M · 1,388
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ferrell Companies, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Ferrell Companies, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Ferrell Companies, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Missouri. Compare plans
- Ferrell Companies, Inc.'s sponsor-wide assets have grown 19.3% since 2022 across 3 plan years on file. More Management of Enterprises plans