ESOP · DOL Form 5500 · 2023

C & R Mechanical Company ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
29
Participants Small participant base
56th
Percentile by assets National rank
$305,068
Avg per participant High balance/head
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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.

  • #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.

#4,898
in Construction (9,030 peers)
+25.9%
assets growth YoY

C & R Mechanical Company Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

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 $2,050,000,000 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

C & R Mechanical Company 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. C & R Mechanical Company Employee Stock Ownership Plan is a small filing (29 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 430692503 · C & R Mechanical Company PY 2023 · ESOP

C & R Mechanical Company Employee Stock Ownership Plan · $9M · 29 · 56th

  • RANK $9M
  • RANK 29
  • RANK 56th
  • RANK ESOP
  • RANK near Flyers Pizza Employee Stock Ownership Plan
  • RANK ind #4898

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 →

C & R Mechanical Company Employee Stock Ownership Plan in the asset neighbourhood

Somerville, Inc. Employee Stock Ownership PlanSomerville, Inc. Employee St…$9MC & R Mechanical Company Employee Stock Ownership PlanC & R Mechanical Company Emp…$9MFlyers Pizza Employee Stock Ownership PlanFlyers Pizza Employee Stock …$9MItac ESOP Retirement Plan and TrustItac ESOP Retirement Plan an…$9MFrontier Computer Corp. Employee Stock Ownership PlanFrontier Computer Corp. Empl…$9M
End-of-year total assets ($M) among C & R Mechanical Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

C & R Mechanical Company multi-year asset trail

Sponsor-wide plan assets over time

All C & R Mechanical Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 87.79886115873322% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.03M $13.2M ▲ +87.8%
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 ($B) Participants C & R Mechanical Company Employee Stock Ownership Plan, Total assets ($B): 0.008846967 · Participants: 29C & R Mechanical Company 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
C & R Mechanical Company Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare C & R Mechanical Company Employee Stock Ownership Plan side-by-side with 3 peers →

C & R Mechanical Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Flyers Pizza Employee Stock Ownership Plan in OH ($9M); by covered participants it is Rsr Partners Inc ESOP in CT (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 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).
Which ESOP plans cover a similar participant headcount to C & R Mechanical Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rsr Partners Inc ESOP in CT (29 participants, N/A 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 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.