ESOP · DOL Form 5500 · 2023

The Cmi Group, Inc. ESOP

Data updated 2026-08-11

$6M
Total assets
292
Participants
47th
Percentile by assets
$19,673
Avg per participant
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Official DOL plan name: The Cmi Group, Inc Employee Stock Ownership Plan · Sponsored by The Cmi Group, Inc. · Texas · Administrative & Support Services

$6M in assets, 292 participants

The Cmi Group, Inc.'s The Cmi Group, Inc Employee Stock Ownership Plan reported $6M in total assets and 292 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • 47th percentile by assets (of 127,072 plans)
  • #3,000 in Administrative & Support Services (4,372 peers)

Coverage in Texas

The Cmi Group, Inc Employee Stock Ownership Plan covers 292 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $6M.

$6M
total plan assets (2023 EOY)
292
covered participants
47th
percentile by assets (of 127,072 plans)
$19,673
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where The Cmi Group, Inc Employee Stock Ownership Plan sits by total assets

The Cmi Group, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$5,744,582 47th percentile higher than 47% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Cmi Group, Inc Employee Stock Ownership Plan reported net income rose from -$23M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • The Cmi Group, Inc Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Cmi Group, Inc Employee Stock Ownership Plan reported participants rose from 272 in the plan year 2022 filing to 292 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Administrative & Support Services

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. The Cmi Group, Inc Employee Stock Ownership Plan reports 292 participants - about 42% of that state average ($6M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$6M
Net Income-$5M
Employer EIN752813139
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Cmi Group, Inc.)

$0M$5M$10M$15M$20M 202220232024 $15.6M $1.53M ▼ -90.2%
Total plan assets by year, all The Cmi Group, Inc. plans on file
Year Plans Participants Total Assets
2022 2 483 $16M
2023 1 292 $6M
2024 1 213 $2M

Nearby ESOP Plans in Texas

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

The Cmi Group, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -50510152025 Total assets ($B) Participants The Cmi Group, Inc E…, Total assets ($B): 0.005744582 · Participants: 292The Cmi Group, Inc E…Sammons Enterprises,…, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises,…Highland Homes Emplo…, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Emplo…Austin Industries Em…, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Em…Cactus Feeders, Inc.…, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc.…Lja Engineering, Inc…, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc…
The Cmi Group, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare The Cmi Group, Inc Employee Stock Owners… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Cmi Group, Inc Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did The Cmi Group, Inc Employee Stock Ownership Plan assets move in 2023? ▼
The Cmi Group, Inc Employee Stock Ownership Plan contracted severely - down 47.1% during 2023, from $11M to $6M. Reported net income was -$5M.
How have The Cmi Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Cmi Group, Inc.'s sponsor-wide assets declined 90.2%, from $16M to $2M.
Which ESOP plans are similar in size to The Cmi Group, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Beacon Electric Company Employee Stock Ownership Plan in OH ($6M, 109 participants).

Next read for The Cmi Group, Inc Employee Stock Owners…

Filing takeaways

Ways to act on The Cmi Group, Inc Employee Stock Ownership Plan's numbers.

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 752813139.

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.