ESOP · DOL Form 5500 · 2023

C.I. Consulting Company ESOP

Data updated 2026-08-25

$4K
Total assets Small plan by assets
N/A
Participants Small participant base
1st
Percentile by assets National rank
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Official DOL plan name: C.I. Consulting Company Employee Stock Ownership Plan · Sponsored by C.I. Consulting Company · Florida · Administrative & Support Services

$4K in assets, N/A participants

C.I. Consulting Company's C.I. Consulting Company Employee Stock Ownership Plan reported $4K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #93 in Administrative & Support Services (4,372 peers)

C.I. Consulting Company multi-year trail

C.I. Consulting Company's plans moved -12.0% in assets from 2022 to 2024; this filing shows C.I. Consulting Company Employee Stock Ownership Plan at $4K / N/A participants.

#93
in Administrative & Support Services (4,372 peers)
-12.0%
assets change YoY

The plan reported a net loss of $500 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

C.I. Consulting Company Employee Stock Ownership Plan among the smaller filed plans by assets

C.I. Consulting Company Employee Stock Ownership Plan vs every filed plan by assets

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

$3,662 1st percentile higher than 1% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • C.I. Consulting Company Employee Stock Ownership Plan end-of-year assets fell from $4K in the plan year 2022 filing to $4K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 541562189 · C.I. Consulting Company PY 2023 · ESOP

C.I. Consulting Company Employee Stock Ownership Plan · $4K · N/A · 1st

  • BOOK $4K
  • VS-ST N/A
  • BOY 1st
  • SCH ESOP
  • EBSA near Wheaton Securities Inc Employee Stock Ownership Plan and Trust
  • PART ind #93

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 →

C.I. Consulting Company Employee Stock Ownership Plan in the asset neighbourhood

C.I. Consulting Company Employee Stock Ownership PlanC.I. Consulting Company Empl…$4KWheaton Securities Inc Employee Stock Ownership Plan and TrustWheaton Securities Inc Emplo…$3KCubex, Inc. Employee Stock Ownership Plan and TrustCubex, Inc. Employee Stock O…$3KTcgh ESOP Plan$3KFontana Lithograph, Inc. Employee Stock Ownership PlanFontana Lithograph, Inc. Emp…$3K
End-of-year total assets ($M) among C.I. Consulting Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

C.I. Consulting Company multi-year asset trail

Sponsor-wide plan assets over time

All C.I. Consulting Company plans reported in each filing year

Latest sponsor-wide plan assets
$4K 12.01345506967804% vs 2022
2024 filing year
$0M 202220232024 $0M $0M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 N/A $4K
2023 1 N/A $4K
2024 1 N/A $4K

C.I. Consulting Company filing trail (2023)

Total Assets (Beginning of Year)$4K
Net Assets (End of Year)$3K
Net Income-$500
Employer EIN541562189
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

C.I. Consulting Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants C.I. Consulting Company Employee Stock Ownership Plan, Total assets ($B): 0.000003662 · Participants: 0C.I. Consulting Company 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
C.I. Consulting Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

C.I. Consulting Company Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Florida, the nearest ESOP by end-of-year assets is Wheaton Securities Inc Employee Stock Ownership Plan and Trust in IL at $3K (this filing: $4K).

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 C.I. Consulting Company Employee Stock Ownership Plan assets move in 2023?
C.I. Consulting Company Employee Stock Ownership Plan pulled back noticeably - down 12.0% during 2023, from $4K to $4K. Reported net income was -$500.
How have C.I. Consulting Company plan assets changed over time?
Across 3 plan years on file (2022-2024), C.I. Consulting Company's sponsor-wide assets declined 12.0%, from $4K to $4K.
Where does C.I. Consulting Company Employee Stock Ownership Plan rank by assets among Form 5500 filers?
C.I. Consulting Company Employee Stock Ownership Plan ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to C.I. Consulting Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Wheaton Securities Inc Employee Stock Ownership Plan and Trust in IL ($3K, 2 participants).