ESOP · DOL Form 5500 · 2023
Cost Containment Group, Inc ESOP
Data updated 2026-08-11
- $64M
- Total assets
- 43
- Participants
- 88th
- Percentile by assets
- $1.5M
- Avg per participant
Official DOL plan name: Cost Containment Group, Inc Employee Stock Ownership Plan · Sponsored by Cost Containment Group, Inc · Florida · Finance & Insurance
$64M in assets, 43 participants
Cost Containment Group, Inc's Cost Containment Group, Inc Employee Stock Ownership Plan reported $64M in total assets and 43 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)
- #7,217 in Finance & Insurance (8,869 peers)
Where Cost Containment Group, Inc Employee Stock Ownership Plan sits by assets
Cost Containment Group, Inc Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $64M for 43 participants (~$1.5M/participant), down 11.6% in 2023.
- $64M
- total plan assets (2023 EOY)
- 43
- covered participants
- 88th
- percentile by assets (of 127,072 plans)
- $1.5M
- avg assets per participant
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cost Containment Group, Inc Employee Stock Ownership Plan reported net income rose from -$14M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
- Cost Containment Group, Inc Employee Stock Ownership Plan reported participants fell from 51 in the plan year 2022 filing to 43 in the plan year 2023 filing.
- Cost Containment Group, Inc Employee Stock Ownership Plan end-of-year assets fell from $73M in the plan year 2022 filing to $64M in the plan year 2023 filing.
Cost Containment Group, Inc Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Cost Containment Group, 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) | $73M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$7M |
| Employer EIN | 203315338 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cost Containment Group, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $73M |
| 2023 | 1 | 43 | $64M |
| 2024 | 1 | 36 | $55M |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
Cost Containment Group, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Cost Containment Group, Inc Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Cost Containment Group, Inc Employee Sto…
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Ways to act on Cost Containment Group, Inc Employee Stock Ownership Plan's numbers.
- By total assets, Cost Containment Group, 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 Florida. Compare plans
- Cost Containment Group, Inc's sponsor-wide assets have declined 24.9% since 2022 across 3 plan years on file. More Finance & Insurance plans