ESOP · DOL Form 5500 · 2023

C & R Mechanical Company ESOP

Data updated 2026-08-11

$9M
Total assets
29
Participants
56th
Percentile by assets
$305,068
Avg per participant
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Official DOL plan name: C & R Mechanical Company Employee Stock Ownership Plan · Sponsored by C & R Mechanical Company · Missouri · Construction

$9M in assets, 29 participants

C & R Mechanical Company's C & R Mechanical Company Employee Stock Ownership Plan reported $9M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • 56th percentile by assets (of 127,072 plans)
  • #4,898 in Construction (9,030 peers)

C & R Mechanical Company multi-year trail

C & R Mechanical Company's plans moved +87.8% in assets from 2022 to 2024; this filing shows C & R Mechanical Company Employee Stock Ownership Plan at $9M / 29 participants.

$9M
total plan assets (2023 EOY)
29
covered participants
56th
percentile by assets (of 127,072 plans)
$305,068
avg assets per participant

Where C & R Mechanical Company Employee Stock Ownership Plan sits by total assets

C & R Mechanical Company Employee Stock Ownership Plan vs every filed plan by assets

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

$8,846,967 Top 44% higher than 56% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • C & R Mechanical Company Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • C & R Mechanical Company Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • C & R Mechanical Company Employee Stock Ownership Plan reported participants fell from 30 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Missouri
Industry
Construction

C & R Mechanical Company across 3 plan years on file

Across the 3 plan years C & R Mechanical Company has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $13M, a gain of 87.8%, while reported participants moved from 30 to 30 (+0.0%). Peak year by sponsor assets: 2024 ($13M); trough: 2022 ($7M).

C & R Mechanical Company multi-year asset trail

$6M$8M$10M$12M$14M 202220232024 $7.03M $13.2M ▲ +87.8%
Total plan assets by year, all C & R Mechanical Company plans on file
Year Plans Participants Total Assets
2022 1 30 $7M
2023 1 29 $9M
2024 1 30 $13M

C & R Mechanical Company filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN430692503
Plan Effective Date2009-05-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

C & R Mechanical Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants C & R Mechanical Com…, Total assets ($B): 0.008846967 · Participants: 29C & R Mechanical Com…Burns & Mcdonnell, I…, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, I…Mccarthy Employee St…, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee St…Arco DB Companies, I…, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, I…Je Dunn Employee Sto…, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Sto…Emery Sapp Employee …, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee …
C & R Mechanical Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare C & R Mechanical Company Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to C & R Mechanical Company Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did C & R Mechanical Company Employee Stock Ownership Plan assets move in 2023? ▼
C & R Mechanical Company Employee Stock Ownership Plan grew sharply - up 25.9% during 2023, from $7M to $9M. Reported net income was $2M.
How have C & R Mechanical Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C & R Mechanical Company's sponsor-wide assets grew 87.8%, from $7M to $13M.
Which ESOP plans are similar in size to C & R Mechanical Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Flyers Pizza Employee Stock Ownership Plan in OH ($9M, 110 participants).

Next read for C & R Mechanical Company Employee Stock …

Multi-year trail

Ways to act on C & R Mechanical Company Employee Stock Ownership Plan's numbers.

  • By total assets, C & R Mechanical Company Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Missouri. Compare plans
  • C & R Mechanical Company's sponsor-wide assets have grown 87.8% since 2022 across 3 plan years on file. More Construction plans

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 430692503.

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.