ESOP · DOL Form 5500 · 2023

The Cadle Company Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
38
Participants Small participant base
39th
Percentile by assets National rank
$96,103
Avg per participant Below avg balance/head
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Official DOL plan name: The Cadle Company Inc., II ESOP · Sponsored by The Cadle Company Inc. · Ohio · Finance & Insurance

$4M in assets, 38 participants

The Cadle Company Inc.'s The Cadle Company Inc., II ESOP reported $4M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,409 in Finance & Insurance (8,869 peers)

The Cadle Company Inc. multi-year trail

The Cadle Company Inc.'s plans moved +19.6% in assets from 2022 to 2024; this filing shows The Cadle Company Inc., II ESOP at $4M / 38 participants.

#2,409
in Finance & Insurance (8,869 peers)
+14.4%
assets growth YoY

The Cadle Company Inc., II ESOP's mid-pack asset rank among Finance & Insurance and all filers

The Cadle Company Inc., II ESOP vs every filed plan by assets

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

$3,651,926 39th percentile higher than 39% 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

The Cadle Company Inc., II ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Cadle Company Inc., II ESOP is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Cadle Company Inc., II ESOP reported net income rose from -$43K in the plan year 2022 filing to $459K in the plan year 2023 filing.
  • The Cadle Company Inc., II ESOP end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Cadle Company Inc., II ESOP reported participants fell from 42 in the plan year 2022 filing to 38 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311184757 · The Cadle Company Inc. PY 2023 · ESOP

The Cadle Company Inc., II ESOP · $4M · 38 · 39th

  • 5500 $4M
  • 5500 38
  • 5500 39th
  • 5500 ESOP
  • 5500 near Bb&e, Inc. Employee Stock Ownership Plan
  • 5500 ind #2409

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 Ohio →

The Cadle Company Inc., II ESOP in the asset neighbourhood

The Trust Company of Kansas Employee Stock Ownership PlanThe Trust Company of Kansas …$4MThe Cadle Company Inc., II ESOPThe Cadle Company Inc., II E…$4MBb&e, Inc. Employee Stock Ownership PlanBb&e, Inc. Employee Stock Ow…$4MDelta Managed Solutions, Inc. Employee Stock Ownership PlanDelta Managed Solutions, Inc…$4MSc Solutions, Inc. Employee Stock Ownership PlanSc Solutions, Inc. Employee …$4M
End-of-year total assets ($M) among The Cadle Company Inc., II ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Cadle Company Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Cadle Company Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.57621903961145% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.19M $3.82M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 42 $3M
2023 1 38 $4M
2024 1 30 $4M

The Cadle Company Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$459K
Employer EIN311184757
Plan Effective Date2005-11-04
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

The Cadle Company Inc., II ESOP vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants The Cadle Company Inc., II ESOP, Total assets ($B): 0.003651926 · Participants: 38The Cadle Company Inc., II ESOPProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
The Cadle Company Inc., II ESOP vs. nearby ESOP plans in Ohio, assets vs. participants
Compare The Cadle Company Inc., II ESOP side-by-side with 3 peers →

The Cadle Company Inc., II ESOP's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Bb&e, Inc. Employee Stock Ownership Plan in MI ($4M); by covered participants it is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 The Cadle Company Inc., II ESOP assets move in 2023? ▼
The Cadle Company Inc., II ESOP grew at a solid clip - up 14.4% during 2023, from $3M to $4M. Reported net income was $459K.
How have The Cadle Company Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Cadle Company Inc.'s sponsor-wide assets grew 19.6%, from $3M to $4M.
Which ESOP plans are similar in size to The Cadle Company Inc., II ESOP? ▼
Among ESOP plans in other states, the closest by assets is Bb&e, Inc. Employee Stock Ownership Plan in MI ($4M, 238 participants).
Which ESOP plans cover a similar participant headcount to The Cadle Company Inc., II ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants, N/A 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 311184757.

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.