ESOP · DOL Form 5500 · 2023
Chemical & Industrial Engineering, Inc. ESOP
Data updated 2026-08-11
- $21M
- Total assets
- 212
- Participants
- 73rd
- Percentile by assets
- $96,749
- Avg per participant
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.
- 73rd percentile by assets (of 127,072 plans)
- #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.
- $21M
- total plan assets (2023 EOY)
- 212
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- $96,749
- avg assets per participant
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.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. C&i Engineering Employee Stock Ownership Plan reports 212 participants - about 33% of that state average ($21M EOY assets).
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.)
| 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.
C&i Engineering Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to C&i Engineering Employee Stock Ownership Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did C&i Engineering Employee Stock Ownership Plan assets move in 2023? ▼
How have Chemical & Industrial Engineering, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to C&i Engineering Employee Stock Ownership Plan? ▼
Next read for C&i Engineering Employee Stock Ownership…
Filing takeaways
Ways to act on C&i Engineering Employee Stock Ownership Plan's numbers.
- By total assets, C&i Engineering Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
- Chemical & Industrial Engineering, Inc.'s sponsor-wide assets have grown 38.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans