ESOP · DOL Form 5500 · 2022

Ferrell Companies, Inc. ESOP

Data updated 2026-08-25

$71M
Total assets Below avg plan size
3,304
Participants Above avg headcount
91st
Percentile by assets National rank
$21,374
Avg per participant Low balance/head
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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.

  • #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.

#894
in Management of Enterprises (1,193 peers)
-8.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

Ferrell Companies, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ferrell Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$70,618,656 Top 9% higher than 91% 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

Ferrell Companies, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ferrell Companies, Inc. Employee Stock Ownership Plan lands in the large band (3,304 participants).

EBSA filing schedule strip

Filing strip 431688741 · Ferrell Companies, Inc. PY 2022 · ESOP

Ferrell Companies, Inc. Employee Stock Ownership Plan · $71M · 3,304 · 91st

  • IND $71M
  • EOY 3,304
  • 5500 91st
  • ASSETS ESOP
  • PCT near Magic Valley Growers, Ltd. Employee Stock Ownership Plan
  • EIN ind #894

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 Missouri →

Ferrell Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Shared Medical Services Employee Stock Ownership PlanShared Medical Services Empl…$71MFerrell Companies, Inc. Employee Stock Ownership PlanFerrell Companies, Inc. Empl…$71MMagic Valley Growers, Ltd. Employee Stock Ownership PlanMagic Valley Growers, Ltd. E…$70MElectrical Consultants, Inc. Employee Stock Ownership PlanElectrical Consultants, Inc.…$70MCives Corporation Employee Stock Ownership PlanCives Corporation Employee S…$70M
End-of-year total assets ($M) among Ferrell Companies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)-$75M
Net Income$5M
Employer EIN431688741
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ferrell Companies, Inc.)

Sponsor-wide plan assets over time

All Ferrell Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$328M 19.288253426121383% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $275M $328M ▲ +19.3%
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 Scatter plot of 6 data points. 02000400060008000 -1012345 Total assets ($B) Participants Ferrell Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.070618656 · Participants: 3304Ferrell Companies, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and Trust
Ferrell Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Ferrell Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ferrell Companies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Magic Valley Growers, Ltd. Employee Stock Ownership Plan in ID ($70M); by covered participants it is Lewis Tree Service Employee Stock Ownership Plan in NY (3,307 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,304 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 Ferrell Companies, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Ferrell Companies, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.0% during 2022, from $77M to $71M. Reported net income was $5M.
How have Ferrell Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ferrell Companies, Inc.'s sponsor-wide assets grew 19.3%, from $275M to $328M.
Where does Ferrell Companies, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ferrell Companies, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Ferrell Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Magic Valley Growers, Ltd. Employee Stock Ownership Plan in ID ($70M, 238 participants).
Which ESOP plans cover a similar participant headcount to Ferrell Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lewis Tree Service Employee Stock Ownership Plan in NY (3,307 participants, $384M 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 431688741.

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.