ESOP · DOL Form 5500 · 2023

Cost Containment Group, Inc ESOP

Data updated 2026-08-25

$64M
Total assets Below avg plan size
43
Participants Small participant base
88th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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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.

  • #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.

#7,217
in Finance & Insurance (8,869 peers)
-11.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Cost Containment Group, Inc Employee Stock Ownership Plan's outsized position by total assets

Cost Containment Group, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$64,256,250 Top 12% higher than 88% 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

Cost Containment Group, Inc 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. Cost Containment Group, Inc Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203315338 · Cost Containment Group, Inc PY 2023 · ESOP

Cost Containment Group, Inc Employee Stock Ownership Plan · $64M · 43 · 88th

  • VS-ST $64M
  • BOY 43
  • SCH 88th
  • EBSA ESOP
  • PART near The Brewer Company Employee Stock Ownership Plan
  • TYPE ind #7217

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 Florida →

Cost Containment Group, Inc Employee Stock Ownership Plan in the asset neighbourhood

Mortenson Dental Partners Employee Stock Ownership PlanMortenson Dental Partners Em…$64MJohnnys Selected Seeds Employee Stock Ownership PlanJohnnys Selected Seeds Emplo…$64MCost Containment Group, Inc Employee Stock Ownership PlanCost Containment Group, Inc …$64MThe Brewer Company Employee Stock Ownership PlanThe Brewer Company Employee …$64MThe Skillman Corporation Employee Stock Ownership Plan and TrustThe Skillman Corporation Emp…$64M
End-of-year total assets ($M) among Cost Containment Group, Inc 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)$73M
Net Assets (End of Year)$42M
Net Income-$7M
Employer EIN203315338
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cost Containment Group, Inc)

Sponsor-wide plan assets over time

All Cost Containment Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$55M 24.91556419206968% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $72.7M $54.6M ▼ -24.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Cost Containment Group, Inc Employee Stock Ownership Plan, Total assets ($B): 0.06425625 · Participants: 43Cost Containment Group, Inc Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Cost Containment Group, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Cost Containment Group, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Cost Containment Group, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is The Brewer Company Employee Stock Ownership Plan in OH ($64M); by covered participants it is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Cost Containment Group, Inc Employee Stock Ownership Plan assets move in 2023? ▼
Cost Containment Group, Inc Employee Stock Ownership Plan pulled back noticeably - down 11.6% during 2023, from $73M to $64M. Reported net income was -$7M.
How have Cost Containment Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cost Containment Group, Inc's sponsor-wide assets declined 24.9%, from $73M to $55M.
Where does Cost Containment Group, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cost Containment Group, Inc Employee Stock Ownership Plan ranks in the 88th 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 Cost Containment Group, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Brewer Company Employee Stock Ownership Plan in OH ($64M, 35 participants).
Which ESOP plans cover a similar participant headcount to Cost Containment Group, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants, $5M 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 203315338.

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.