ESOP · DOL Form 5500 · 2023

Cleaves-Bessmer-Marietti, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
34
Participants Small participant base
53rd
Percentile by assets National rank
$231,314
Avg per participant Above avg balance/head
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Official DOL plan name: Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan · Sponsored by Cleaves-Bessmer-Marietti, Inc. · Missouri · Retail Trade

$8M in assets, 34 participants

Cleaves-Bessmer-Marietti, Inc.'s Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan reported $8M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,366 in Retail Trade (8,414 peers)

Cleaves-Bessmer-Marietti, Inc. multi-year trail

Cleaves-Bessmer-Marietti, Inc.'s plans moved +20.6% in assets from 2022 to 2024; this filing shows Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan at $8M / 34 participants.

#5,366
in Retail Trade (8,414 peers)
+11.8%
assets growth YoY

Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,864,675 Top 47% higher than 53% of 127,068 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 2023

Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan reported net income rose from $503K in the plan year 2022 filing to $829K in the plan year 2023 filing.
  • Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan reported participants rose from 29 in the plan year 2022 filing to 34 in the plan year 2023 filing.
  • Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 430814061 · Cleaves-Bessmer-Marietti, Inc. PY 2023 · ESOP

Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan · $8M · 34 · 53rd

  • ASSETS $8M
  • ASSETS 34
  • ASSETS 53rd
  • ASSETS ESOP
  • ASSETS near Wscb Holdings, Inc. Employee Stock Ownership Plan
  • ASSETS ind #5366

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 →

Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan in the asset neighbourhood

D/T Carson Enterprises Employee Stock Ownership PlanD/T Carson Enterprises Emplo…$8MCrafts, Inc. Employee Stock Ownership PlanCrafts, Inc. Employee Stock …$8MCleaves-Bessmer-Marietti, Inc. Employee Stock Ownership PlanCleaves-Bessmer-Marietti, In…$8MWscb Holdings, Inc. Employee Stock Ownership PlanWscb Holdings, Inc. Employee…$8MMohawk Hospital Equipment, Inc. Employee Stock Ownership PlanMohawk Hospital Equipment, I…$8M
End-of-year total assets ($M) among Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Cleaves-Bessmer-Marietti, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cleaves-Bessmer-Marietti, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 20.63799208119925% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.37M $10.1M ▲ +20.7%
Year Plans Participants Total Assets
2022 2 62 $8M
2023 2 68 $10M
2024 2 70 $10M

Cleaves-Bessmer-Marietti, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$829K
Employer EIN430814061
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007864675 · Participants: 34Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Wscb Holdings, Inc. Employee Stock Ownership Plan in CA ($8M); by covered participants it is Rincon Technology, Inc. Employee Stock Ownership Plan in TX (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.8% during 2023, from $7M to $8M. Reported net income was $829K.
How have Cleaves-Bessmer-Marietti, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cleaves-Bessmer-Marietti, Inc.'s sponsor-wide assets grew 20.6%, from $8M to $10M.
Which ESOP plans are similar in size to Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wscb Holdings, Inc. Employee Stock Ownership Plan in CA ($8M, 44 participants).
Which ESOP plans cover a similar participant headcount to Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rincon Technology, Inc. Employee Stock Ownership Plan in TX (34 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 430814061.

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.