ESOP · DOL Form 5500 · 2023

Cepeda Associates, Inc. ESOP

Data updated 2026-08-25

$39M
Total assets Below avg plan size
86
Participants Small participant base
83rd
Percentile by assets National rank
$458,139
Avg per participant High balance/head
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Official DOL plan name: Cepeda Associates, Inc. Employee Stock Ownership Plan · Sponsored by Cepeda Associates, Inc. · Kentucky · Manufacturing

$39M in assets, 86 participants

Cepeda Associates, Inc.'s Cepeda Associates, Inc. Employee Stock Ownership Plan reported $39M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,172 in Manufacturing (18,722 peers)

Where Cepeda Associates, Inc. Employee Stock Ownership Plan sits by assets

Cepeda Associates, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $39M for 86 participants (~$458,139/participant), up 3.4% in 2023.

#14,172
in Manufacturing (18,722 peers)
+3.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cepeda Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Cepeda Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$39,399,973 Top 17% higher than 83% 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

Cepeda Associates, 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. Cepeda Associates, Inc. Employee Stock Ownership Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cepeda Associates, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Cepeda Associates, Inc. Employee Stock Ownership Plan reported participants rose from 80 in the plan year 2022 filing to 86 in the plan year 2023 filing.
  • Cepeda Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $38M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610918947 · Cepeda Associates, Inc. PY 2023 · ESOP

Cepeda Associates, Inc. Employee Stock Ownership Plan · $39M · 86 · 83rd

  • PCT $39M
  • PCT 86
  • PCT 83rd
  • PCT ESOP
  • PCT near A-Z Bus Sales, Inc. Employee Stock Ownership Plan
  • PCT ind #14172

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 Kentucky →

Cepeda Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Guaranty Bank & Trust Company Employee Stock Ownership PlanGuaranty Bank & Trust Compan…$39MCepeda Associates, Inc. Employee Stock Ownership PlanCepeda Associates, Inc. Empl…$39MA-Z Bus Sales, Inc. Employee Stock Ownership PlanA-Z Bus Sales, Inc. Employee…$39MB & W Custom Truck Beds, Inc. Employee Stock Ownership PlanB & W Custom Truck Beds, Inc…$39MRpm Group, Inc. Employee Stock Ownership PlanRpm Group, Inc. Employee Sto…$39M
End-of-year total assets ($M) among Cepeda Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$38M
Net Income$1M
Employer EIN610918947
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cepeda Associates, Inc.)

Sponsor-wide plan assets over time

All Cepeda Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 18.372730464807045% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.1M $45.1M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 80 $38M
2023 1 86 $39M
2024 1 98 $45M

Nearby ESOP Plans in Kentucky

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

Cepeda Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Cepeda Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.039399973 · Participants: 86Cepeda Associates, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Cepeda Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Cepeda Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cepeda Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is A-Z Bus Sales, Inc. Employee Stock Ownership Plan in CA ($39M); by covered participants it is Devita & Associates, Inc. Employee Stock Ownership Plan in SC (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Cepeda Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Cepeda Associates, Inc. Employee Stock Ownership Plan edged up modestly - up 3.4% during 2023, from $38M to $39M. Reported net income was $1M.
How have Cepeda Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cepeda Associates, Inc.'s sponsor-wide assets grew 18.4%, from $38M to $45M.
Where does Cepeda Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cepeda Associates, Inc. Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Cepeda Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is A-Z Bus Sales, Inc. Employee Stock Ownership Plan in CA ($39M, 166 participants).
Which ESOP plans cover a similar participant headcount to Cepeda Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Devita & Associates, Inc. Employee Stock Ownership Plan in SC (86 participants, $2M 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 610918947.

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.