ESOP · DOL Form 5500 · 2023

Cfm Distributors, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
66
Participants Small participant base
67th
Percentile by assets National rank
$220,994
Avg per participant Above avg balance/head
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Official DOL plan name: Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Cfm Distributors, Inc. · Missouri · Wholesale Trade

$15M in assets, 66 participants

Cfm Distributors, Inc.'s Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust reported $15M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,842 in Wholesale Trade (6,309 peers)

2023 asset change

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust grew sharply 20.4% in 2023 ($12M → $15M) for 66 participants.

#3,842
in Wholesale Trade (6,309 peers)
+20.4%
assets growth YoY

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$14,585,614 Top 33% higher than 67% 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

Cfm Distributors, 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. Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 65 in the plan year 2022 filing to 66 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 480734394 · Cfm Distributors, Inc. PY 2023 · ESOP

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust · $15M · 66 · 67th

  • NET $15M
  • NET 66
  • NET 67th
  • NET ESOP
  • NET near Mrsl Employee Stock Ownership Plan
  • NET ind #3842

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 →

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Pile Dynamics, Inc. Employee Stock Ownership PlanPile Dynamics, Inc. Employee…$15MRh2 Engineering, Inc. Employee Stock Ownership PlanRh2 Engineering, Inc. Employ…$15MCfm Distributors, Inc. Employee Stock Ownership Plan and TrustCfm Distributors, Inc. Emplo…$15MMrsl Employee Stock Ownership PlanMrsl Employee Stock Ownershi…$15MNordon, Inc. Employee Stock Ownership PlanNordon, Inc. Employee Stock …$15M
End-of-year total assets ($M) among Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Cfm Distributors, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Cfm Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 8.811714509118586% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $12.1M $13.2M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 65 $12M
2023 1 66 $15M
2024 1 71 $13M

2023 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN480734394
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.014585614 · Participants: 66Cfm Distributors, Inc. Employee Stock Ownership Plan and TrustBurns & 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
Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Mrsl Employee Stock Ownership Plan in FL ($15M); by covered participants it is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants). Same-state nearby plans are listed separately above.

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 Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 20.4% during 2023, from $12M to $15M. Reported net income was $2M.
How have Cfm Distributors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cfm Distributors, Inc.'s sponsor-wide assets grew 8.8%, from $12M to $13M.
Which ESOP plans are similar in size to Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Mrsl Employee Stock Ownership Plan in FL ($15M, 59 participants).
Which ESOP plans cover a similar participant headcount to Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants, $4M 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 480734394.

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.