ESOP · DOL Form 5500 · 2023

Cdi Services, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
290
Participants Below avg headcount
58th
Percentile by assets National rank
$33,567
Avg per participant Low balance/head
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Official DOL plan name: Cdi Services, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Cdi Services, Inc. · North Dakota · Manufacturing

$10M in assets, 290 participants

Cdi Services, Inc.'s Cdi Services, Inc. Employee Stock Ownership Plan & Trust reported $10M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,245 in Manufacturing (18,722 peers)

Cdi Services, Inc. multi-year trail

Cdi Services, Inc.'s plans moved +21.1% in assets from 2022 to 2024; this filing shows Cdi Services, Inc. Employee Stock Ownership Plan & Trust at $10M / 290 participants.

#8,245
in Manufacturing (18,722 peers)
+1.0%
assets growth YoY

Cdi Services, Inc. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Cdi Services, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$9,734,333 Top 42% higher than 58% 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

Cdi Services, Inc. Employee Stock Ownership Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cdi Services, Inc. Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cdi Services, Inc. Employee Stock Ownership Plan & Trust reported net income fell from $470K in the plan year 2022 filing to $202K in the plan year 2023 filing.
  • Cdi Services, Inc. Employee Stock Ownership Plan & Trust reported participants rose from 276 in the plan year 2022 filing to 290 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 455240671 · Cdi Services, Inc. PY 2023 · ESOP

Cdi Services, Inc. Employee Stock Ownership Plan & Trust · $10M · 290 · 58th

  • VS-ST $10M
  • BOY 290
  • SCH 58th
  • EBSA ESOP
  • PART near Barbizon Lighting Company, Inc. Employee Stock Ownership Plan
  • TYPE ind #8245

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 North Dakota →

Cdi Services, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

The Stark Group, Inc. Employee Stock Ownership PlanThe Stark Group, Inc. Employ…$10MCdi Services, Inc. Employee Stock Ownership Plan & TrustCdi Services, Inc. Employee …$10MBarbizon Lighting Company, Inc. Employee Stock Ownership PlanBarbizon Lighting Company, I…$10MRubber Track Solutions, Inc. Employee Stock Ownership PlanRubber Track Solutions, Inc.…$10MThumb Bank & Trust Employee Stock Ownership PlanThumb Bank & Trust Employee …$10M
End-of-year total assets ($M) among Cdi Services, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Cdi Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cdi Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 21.107183077734554% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $21M $25.4M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 545 $21M
2023 2 566 $23M
2024 2 554 $25M

Cdi Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income$202K
Employer EIN455240671
Plan Effective Date2012-12-31
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Dakota

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

Cdi Services, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Cdi Services, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 0.009734333 · Participants: 290Cdi Services, Inc. Employee Stock Ownership Plan & TrustBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.176759361 · Participants: 2973Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.837710398 · Participants: 4597Scheels Employee Stock Ownership PlanDakota Supply Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229795263 · Participants: 767Dakota Supply Group, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.158672448 · Participants: 901Ulteig, Inc. Employee Stock Ownership PlanFrontier Precision, Inc Employee Stock Ownership Plan, Total assets ($B): 0.086685795 · Participants: 90Frontier Precision, Inc Employee Stock Ownership Plan
Cdi Services, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Cdi Services, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

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

Outside North Dakota, the nearest ESOP by assets is Barbizon Lighting Company, Inc. Employee Stock Ownership Plan in NY ($10M); by covered participants it is Pinnacle Financial Corporation Employee Stock Ownership Plan in GA (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Cdi Services, Inc. Employee Stock Ownership Plan & Trust assets move in 2023? ▼
Cdi Services, Inc. Employee Stock Ownership Plan & Trust held essentially flat - up 1.0% during 2023, from $10M to $10M. Reported net income was $202K.
How have Cdi Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cdi Services, Inc.'s sponsor-wide assets grew 21.1%, from $21M to $25M.
Which ESOP plans are similar in size to Cdi Services, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Barbizon Lighting Company, Inc. Employee Stock Ownership Plan in NY ($10M, 154 participants).
Which ESOP plans cover a similar participant headcount to Cdi Services, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Pinnacle Financial Corporation Employee Stock Ownership Plan in GA (291 participants, $8M 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 455240671.

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.