ESOP · DOL Form 5500 · 2023

Mr. C. Refrigeration, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
43
Participants Small participant base
35th
Percentile by assets National rank
$64,877
Avg per participant Low balance/head
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Official DOL plan name: Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Mr. C. Refrigeration, Inc. · Kentucky · Other Services

$3M in assets, 43 participants

Mr. C. Refrigeration, Inc.'s Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust reported $3M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,619 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust ranks #4,619 of 7,857 2023 filers by assets (719% of the sector average)-$3M for 43 participants.

#4,619
in Other Services (7,857 peers)
+23.1%
assets growth YoY

Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Other Services and all filers

Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$2,789,718 35th percentile higher than 35% 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

Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $407K in the plan year 2022 filing to $523K in the plan year 2023 filing.
  • Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 35 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611089037 · Mr. C. Refrigeration, Inc. PY 2023 · ESOP

Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust · $3M · 43 · 35th

  • PHOTO $3M
  • PHOTO 43
  • PHOTO 35th
  • PHOTO ESOP
  • PHOTO near American Art Resources Employee Stock Ownership Plan
  • PHOTO ind #4619

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 →

Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and TrustMr. C Refrigeration, Inc. Em…$3MAmerican Art Resources Employee Stock Ownership PlanAmerican Art Resources Emplo…$3MSpinnaker Holding, Inc. Employee Stock Ownership PlanSpinnaker Holding, Inc. Empl…$3MBest Mexican Foods, Inc. Employee Stock Ownership PlanBest Mexican Foods, Inc. Emp…$3MWilliams Electronics, LLC Employee Stock Ownership PlanWilliams Electronics, LLC Em…$3M
End-of-year total assets ($M) among Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$523K
Employer EIN611089037
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mr. C. Refrigeration, Inc.)

Sponsor-wide plan assets over time

All Mr. C. Refrigeration, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 59.264342199412226% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.27M $3.61M ▲ +59.0%
Year Plans Participants Total Assets
2022 1 35 $2M
2023 1 43 $3M
2024 1 44 $4M

Nearby ESOP Plans in Kentucky

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

Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.002789718 · Participants: 43Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and TrustHouchens 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
Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is American Art Resources Employee Stock Ownership Plan in TX ($3M); by covered participants it is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 23.1% during 2023, from $2M to $3M. Reported net income was $523K.
How have Mr. C. Refrigeration, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mr. C. Refrigeration, Inc.'s sponsor-wide assets grew 59.3%, from $2M to $4M.
Which ESOP plans are similar in size to Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is American Art Resources Employee Stock Ownership Plan in TX ($3M, 13 participants).
Which ESOP plans cover a similar participant headcount to Mr. C Refrigeration, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants, $5M 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 611089037.

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.