ESOP · DOL Form 5500 · 2023
Cv Industries, Inc. ESOP
Data updated 2026-08-11
- $63M
- Total assets
- 536
- Participants
- 88th
- Percentile by assets
- $117,126
- Avg per participant
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.
- 88th percentile by assets (of 127,072 plans)
- #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.
- $63M
- total plan assets (2023 EOY)
- 536
- covered participants
- 88th
- percentile by assets (of 127,072 plans)
- $117,126
- avg assets per participant
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.
Cv Industries, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Cv Industries, Inc. Employee Stock Ownership Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $8M |
| Employer EIN | 561043374 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cv Industries, Inc.)
| 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
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $182M · 1,330
- Ecmd, Inc. Employee Stock Ownership Plan $132M · 922
- Precision Walls, Inc. Employee Stock Ownership Plan $111M · 1,028
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $102M · 273
- State Utility Contractors, Inc. Employee Stock Ownership Plan $86M · 144
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Cv Industries, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Cv Industries, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Cv Industries, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
- Cv Industries, Inc.'s sponsor-wide assets have grown 8.6% since 2022 across 3 plan years on file. More Manufacturing plans