ESOP · DOL Form 5500 · 2023

National Distribution Service, Inc. ESOP

Data updated 2026-08-11

$24M
Total assets: 32
Participants: 75th
Percentile by assets: $734,650
Avg per participant

Official DOL plan name: National Distribution Service Employee Stock Ownership Plan · Sponsored by National Distribution Service, Inc. · Missouri · Transportation & Warehousing

$24M in assets, 32 participants

National Distribution Service, Inc.'s National Distribution Service Employee Stock Ownership Plan reported $24M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

75th percentile by assets (of 127,072 plans)
#2,506 in Transportation & Warehousing (3,362 peers)

Where National Distribution Service Employee Stock Ownership Plan sits by assets

National Distribution Service Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $24M for 32 participants (~$734,650/participant), up 21.1% in 2023.

$24M
total plan assets (2023 EOY): 32
covered participants: 75th
percentile by assets (of 127,072 plans): $734,650
avg assets per participant

National Distribution Service Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
National Distribution Service Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.
National Distribution Service Employee Stock Ownership Plan reported participants rose from 29 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Missouri

Industry

Transportation & Warehousing

National Distribution Service Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, National Distribution Service Employee Stock Ownership Plan outranks 75% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$19M
Net Assets (End of Year)	$13M
Net Income	$4M
Employer EIN	431277625
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (National Distribution Service, Inc.)

Total plan assets by year, all National Distribution Service, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	29	$19M
2023	1	32	$24M
2024	1	33	$24M

Nearby ESOP Plans in Missouri

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

National Distribution Service Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.7B · 8,553
Mccarthy Employee Stock Ownership Plan $1.5B · 3,651
Arco DB Companies, Inc. Employee Stock Ownership Plan $443M · 560
Je Dunn Employee Stock Ownership Plan and Trust $429M · 2,457
Emery Sapp Employee Stock Ownership Plan $313M · 1,947

Compare National Distribution Service Employee S… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to National Distribution Service Employee Stock Ownership Plan by total assets, not by location.

Stress Engineering Services, Inc. Employee Stock Ownership Plan (TX) $24M · 255
True Air Mechanical, Inc. Employee Stock Ownership Plan (CA) $23M · 195
Azurite Professional Community Employee Stock Ownership Plan (NM) $24M · 259
Healthcare Appraisers, Inc. ESOP (FL) $24M · 77

Frequently Asked Questions

How did National Distribution Service Employee Stock Ownership Plan assets move in 2023? ▼

National Distribution Service Employee Stock Ownership Plan grew sharply - up 21.1% during 2023, from $19M to $24M. Reported net income was $4M.

How have National Distribution Service, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), National Distribution Service, Inc.'s sponsor-wide assets grew 23.5%, from $19M to $24M.

Where does National Distribution Service Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

National Distribution Service Employee Stock Ownership Plan ranks in the 75th 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 National Distribution Service Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Stress Engineering Services, Inc. Employee Stock Ownership Plan in TX ($24M, 255 participants).

Next read for National Distribution Service Employee S…

Scale reading

Ways to act on National Distribution Service Employee Stock Ownership Plan's numbers.

By total assets, National Distribution Service 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 Missouri. Compare plans
National Distribution Service, Inc.'s sponsor-wide assets have grown 23.5% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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 431277625.