ESOP · DOL Form 5500 · 2023
Custom Dental Management, Inc. ESOP
Data updated 2026-08-25
- $571K
- Total assets Small plan by assets
- 41
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $13,916
- Avg per participant Low balance/head
Official DOL plan name: Custom Dental Management, Inc. Employee Stock Ownership Plan · Sponsored by Custom Dental Management, Inc. · Missouri · Healthcare & Social Assistance
$571K in assets, 41 participants
Custom Dental Management, Inc.'s Custom Dental Management, Inc. Employee Stock Ownership Plan reported $571K in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #2,531 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Custom Dental Management, Inc. Employee Stock Ownership Plan declined sharply 28.0% in 2023 ($793K → $571K) for 41 participants.
- #2,531
- in Healthcare & Social Assistance (17,684 peers)
- -28.0%
- assets change YoY
The plan reported a net loss of $222K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Custom Dental Management, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Custom Dental Management, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$570,575 19th percentile higher than 19% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Custom Dental Management, 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. Custom Dental Management, Inc. Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Custom Dental Management, Inc. Employee Stock Ownership Plan reported net income fell from $25K in the plan year 2022 filing to -$222K in the plan year 2023 filing.
- Custom Dental Management, Inc. Employee Stock Ownership Plan reported participants fell from 58 in the plan year 2022 filing to 41 in the plan year 2023 filing.
- Custom Dental Management, Inc. Employee Stock Ownership Plan end-of-year assets fell from $793K in the plan year 2022 filing to $571K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 471221694 · Custom Dental Management, Inc. PY 2023 · ESOP
Custom Dental Management, Inc. Employee Stock Ownership Plan · $571K · 41 · 19th
- NET $571K
- NET 41
- NET 19th
- NET ESOP
- NET near Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan
- NET ind #2531
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 →
Custom Dental Management, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Custom Dental Management, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Custom Dental Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 58 | $793K |
| 2023 | 1 | 41 | $571K |
| 2024 | 1 | 41 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $793K |
|---|---|
| Net Assets (End of Year) | $571K |
| Net Income | -$222K |
| Employer EIN | 471221694 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.7B · 8,553
- Mccarthy Employee Stock Ownership Plan $1.5B · 3,651
- Arco DB Companies, Inc. Employee Stock Ownership Plan $443M · 560
- Je Dunn Employee Stock Ownership Plan and Trust $429M · 2,457
- Emery Sapp Employee Stock Ownership Plan $313M · 1,947
Custom Dental Management, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan in NM ($571K); by covered participants it is Quantumdigital, Inc. Employee Stock Ownership Plan in TX (41 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($571K here).
Similar participant headcount
Nearest other-state filings by covered participants (41 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.