ESOP · DOL Form 5500 · 2023
Chemical & Industrial Engineering, Inc. ESOP
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 212
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $96,749
- Avg per participant Below avg balance/head
Official DOL plan name: C&i Engineering Employee Stock Ownership Plan · Sponsored by Chemical & Industrial Engineering, Inc. · Kentucky · Professional & Technical Services
$21M in assets, 212 participants
Chemical & Industrial Engineering, Inc.'s C&i Engineering Employee Stock Ownership Plan reported $21M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #14,839 in Professional & Technical Services (20,321 peers)
Coverage in Kentucky
C&i Engineering Employee Stock Ownership Plan covers 212 participants in Kentucky, about 33% of the average Kentucky filer (state average ~647 per filing). Assets: $21M.
- #14,839
- in Professional & Technical Services (20,321 peers)
- +14.4%
- assets growth YoY
C&i Engineering Employee Stock Ownership Plan's outsized position by total assets
C&i Engineering Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,510,875 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
C&i Engineering Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C&i Engineering Employee Stock Ownership Plan sits mid-pack in the medium band (212 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- C&i Engineering Employee Stock Ownership Plan reported net income rose from -$70K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- C&i Engineering Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- C&i Engineering Employee Stock Ownership Plan reported participants rose from 188 in the plan year 2022 filing to 212 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 611034946 · Chemical & Industrial Engineering, Inc. PY 2023 · ESOP
C&i Engineering Employee Stock Ownership Plan · $21M · 212 · 73rd
- SCH $21M
- EBSA 212
- PART 73rd
- TYPE ESOP
- NET near Assay Technology, Inc. Employee Stock Ownership Pl an
- BOOK ind #14839
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 Kentucky →
C&i Engineering Employee Stock Ownership Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 611034946 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chemical & Industrial Engineering, Inc.)
Sponsor-wide plan assets over time
All Chemical & Industrial Engineering, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $75M 38.10664833506499% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 342 | $55M |
| 2023 | 2 | 396 | $63M |
| 2024 | 2 | 452 | $75M |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.3B · 6,764
- Stock Yards Bank & Trust Company 401(k) Employee $147M · 1,080
- Gray, Inc. Employee Stock Ownership Plan $127M · 1,362
- H & R Agri-Power Employee Stock Ownership Plan $105M · 489
- Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan $94M · 650
C&i Engineering Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Assay Technology, Inc. Employee Stock Ownership Pl an in CA ($21M); by covered participants it is Ljt & Associates, Inc. Profit Sharing Plan in CO (212 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Assay Technology, Inc. Employee Stock Ownership Pl an (CA) $21M · 31
- Energy Engineering Associates, Inc. Employee Stock Ownership Plan (TX) $20M · 127
- Architectural Office Environments, Inc. Employee Stock Ownership Plan (IL) $20M · 120
- Kennie's Markets, Inc. Employee Stock Ownership Plan (PA) $20M · 183
Similar participant headcount
Nearest other-state filings by covered participants (212 participants); asset peers above are excluded.
- Ljt & Associates, Inc. Profit Sharing Plan (CO) 212 · 0 off
- Delta Star Employee Stock Ownership Plan (VA) 212 · 0 off
- L. Fishman & Son, Inc. Employee Stock Ownership Plan (MD) 212 · 0 off
- Tri Dal Employee Stock Ownership Plan (TX) 212 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.