ESOP · DOL Form 5500 · 2023

Cv Industries, Inc. ESOP

Data updated 2026-08-25

$63M
Total assets Below avg plan size
536
Participants Below avg headcount
88th
Percentile by assets National rank
$117,126
Avg per participant Below avg balance/head
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Official DOL plan name: Cv Industries, Inc. Employee Stock Ownership Plan · Sponsored by Cv Industries, Inc. · North Carolina · Manufacturing

$63M in assets, 536 participants

Cv Industries, Inc.'s Cv Industries, Inc. Employee Stock Ownership Plan reported $63M in total assets and 536 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,331 in Manufacturing (18,722 peers)

Where Cv Industries, Inc. Employee Stock Ownership Plan sits by assets

Cv Industries, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $63M for 536 participants (~$117,126/participant), up 9.9% in 2023.

#15,331
in Manufacturing (18,722 peers)
+9.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Cv Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

Cv Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$62,779,447 Top 12% higher than 88% 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

Cv Industries, Inc. Employee Stock Ownership Plan 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. Cv Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (536 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cv Industries, Inc. Employee Stock Ownership Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Cv Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $57M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • Cv Industries, Inc. Employee Stock Ownership Plan reported participants fell from 569 in the plan year 2022 filing to 536 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561043374 · Cv Industries, Inc. PY 2023 · ESOP

Cv Industries, Inc. Employee Stock Ownership Plan · $63M · 536 · 88th

  • VS-ST $63M
  • VS-ST 536
  • VS-ST 88th
  • VS-ST ESOP
  • VS-ST near Crystal Flash, Inc. Employee Stock Ownership Plan
  • VS-ST ind #15331

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 Carolina →

Cv Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Kelso-Burnett Co. Employee Stock Ownership PlanThe Kelso-Burnett Co. Employ…$63MCrystal Flash, Inc. Employee Stock Ownership PlanCrystal Flash, Inc. Employee…$63MCv Industries, Inc. Employee Stock Ownership PlanCv Industries, Inc. Employee…$63MCommercial Contracting Corporation Employee Stock Ownership PlanCommercial Contracting Corpo…$63MPoint B, Inc. Employee Stock Ownership Plan and TrustPoint B, Inc. Employee Stock…$63M
End-of-year total assets ($M) among Cv Industries, 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)$57M
Net Assets (End of Year)$47M
Net Income$8M
Employer EIN561043374
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cv Industries, Inc.)

Sponsor-wide plan assets over time

All Cv Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$92M 8.597965439934704% vs 2022
2024 filing year
$80M$85M$90M$95M 202220232024 $84.5M $91.8M ▲ +8.6%
Year Plans Participants Total Assets
2022 2 1,301 $85M
2023 2 1,164 $93M
2024 2 1,109 $92M

Nearby ESOP Plans in North Carolina

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

Cv Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 50100150200 Total assets ($M) Participants Cv Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 62.779447 · Participants: 536Cv Industries, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Cv Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Cv Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Crystal Flash, Inc. Employee Stock Ownership Plan in MI ($63M); by covered participants it is Jrm Construction Management Employee Stock Ownership Plan in NY (536 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (536 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 Cv Industries, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Cv Industries, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.9% during 2023, from $57M to $63M. Reported net income was $8M.
How have Cv Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cv Industries, Inc.'s sponsor-wide assets grew 8.6%, from $85M to $92M.
Where does Cv Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cv Industries, Inc. Employee Stock Ownership Plan ranks in the 88th 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 Cv Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Crystal Flash, Inc. Employee Stock Ownership Plan in MI ($63M, 315 participants).
Which ESOP plans cover a similar participant headcount to Cv Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jrm Construction Management Employee Stock Ownership Plan in NY (536 participants, $146M 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 561043374.

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.