ESOP · DOL Form 5500 · 2023

National Distribution Service, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
32
Participants Small participant base
75th
Percentile by assets National rank
$734,650
Avg per participant High balance/head
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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.

  • #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.

#2,506
in Transportation & Warehousing (3,362 peers)
+21.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

National Distribution Service Employee Stock Ownership Plan's outsized position by total assets

National Distribution Service Employee Stock Ownership Plan vs every filed plan by assets

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

$23,508,809 Top 25% higher than 75% 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

National Distribution Service Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Distribution Service Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Published 5500 schedule card

Filing strip 431277625 · National Distribution Service, Inc. PY 2023 · ESOP

National Distribution Service Employee Stock Ownership Plan · $24M · 32 · 75th

  • ASSETS $24M
  • ASSETS 32
  • ASSETS 75th
  • ASSETS ESOP
  • ASSETS near Stress Engineering Services, Inc. Employee Stock Ownership Plan
  • ASSETS ind #2506

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 Missouri →

National Distribution Service Employee Stock Ownership Plan in the asset neighbourhood

Healthcare Appraisers, Inc. ESOPHealthcare Appraisers, Inc. …$24MAzurite Professional Community Employee Stock Ownership PlanAzurite Professional Communi…$24MNational Distribution Service Employee Stock Ownership PlanNational Distribution Servic…$24MStress Engineering Services, Inc. Employee Stock Ownership PlanStress Engineering Services,…$24MTrue Air Mechanical, Inc. Employee Stock Ownership PlanTrue Air Mechanical, Inc. Em…$23M
End-of-year total assets ($M) among National Distribution Service 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)$19M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN431277625
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Distribution Service, Inc.)

Sponsor-wide plan assets over time

All National Distribution Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 23.490009266233187% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.4M $24M ▲ +23.5%
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 Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants National Distribution Service Employee Stock Ownership Plan, Total assets ($B): 0.023508809 · Participants: 32National Distribution Service Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
National Distribution Service Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare National Distribution Service Employee Stock Ownership Plan side-by-side with 3 peers →

National Distribution Service Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Stress Engineering Services, Inc. Employee Stock Ownership Plan in TX ($24M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 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).
Which ESOP plans cover a similar participant headcount to National Distribution Service Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Science Tools Employee Stock Ownership Plan in MT (32 participants, $100K 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 431277625.

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.