ESOP · DOL Form 5500 · 2022

Cp&y, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
291
Participants Below avg headcount
73rd
Percentile by assets National rank
$54,324
Avg per participant Low balance/head
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Official DOL plan name: Cp&y, Inc. Employee Stock Ownership Plan · Sponsored by Cp&y, Inc. · Texas · Professional & Technical Services

$16M in assets, 291 participants

Cp&y, Inc.'s Cp&y, Inc. Employee Stock Ownership Plan reported $16M in total assets and 291 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,765 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Cp&y, Inc. Employee Stock Ownership Plan covers 291 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $16M.

#15,765
in Professional & Technical Services (21,562 peers)
+49.1%
assets growth YoY

Cp&y, Inc. Employee Stock Ownership Plan's outsized position by total assets

Cp&y, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$15,808,182 Top 27% higher than 73% 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

Cp&y, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cp&y, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (291 participants).

EBSA filing schedule strip

Filing strip 751720414 · Cp&y, Inc. PY 2022 · ESOP

Cp&y, Inc. Employee Stock Ownership Plan · $16M · 291 · 73rd

  • SCH $16M
  • EBSA 291
  • PART 73rd
  • TYPE ESOP
  • NET near Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan
  • BOOK ind #15765

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 Texas →

Cp&y, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Westland Resources, Inc. Employee Stock Ownership PlanWestland Resources, Inc. Emp…$16MFs Bancorp, Inc. Employee Stock Ownership PlanFs Bancorp, Inc. Employee St…$16MCp&y, Inc. Employee Stock Ownership PlanCp&y, Inc. Employee Stock Ow…$16MAlaska Rent-a-Car, Inc. Employee Stock Ownership PlanAlaska Rent-a-Car, Inc. Empl…$16MSwanson & Youngdale Employee Stock Ownership PlanSwanson & Youngdale Employee…$16M
End-of-year total assets ($M) among Cp&y, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$16M
Net Income$5M
Employer EIN751720414
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cp&y, Inc.)

Sponsor-wide plan assets over time

All Cp&y, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M 202220232024 $81.2M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 3 999 $81M
2023 1 289 $7
2024 1 N/A N/A

Nearby ESOP Plans in Texas

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

Cp&y, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 0200040006000 -50510152025 Total assets ($B) Participants Cp&y, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.015808182 · Participants: 291Cp&y, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Cp&y, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Cp&y, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan in AK ($16M); by covered participants it is Cortrust Bank Employee Stock Ownership Plan and Trust in SD (291 participants). Same-state nearby plans are listed separately above.

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 Cp&y, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Cp&y, Inc. Employee Stock Ownership Plan surged - up 49.1% during 2022, from $11M to $16M. Reported net income was $5M.
Which ESOP plans are similar in size to Cp&y, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alaska Rent-a-Car, Inc. Employee Stock Ownership Plan in AK ($16M, 136 participants).
Which ESOP plans cover a similar participant headcount to Cp&y, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cortrust Bank Employee Stock Ownership Plan and Trust in SD (291 participants, $24M in assets).