ESOP · DOL Form 5500 · 2023

The Cmi Group, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
292
Participants Below avg headcount
47th
Percentile by assets National rank
$19,673
Avg per participant Low balance/head
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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.

  • #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.

#3,000
in Administrative & Support Services (4,372 peers)
-47.1%
assets change YoY

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.

The Cmi Group, Inc Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

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 $2,050,000,000 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

The Cmi Group, Inc 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. The Cmi Group, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (292 participants).

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 →

Form 5500 schedule snapshot

Filing strip 752813139 · The Cmi Group, Inc. PY 2023 · ESOP

The Cmi Group, Inc Employee Stock Ownership Plan · $6M · 292 · 47th

  • SCH $6M
  • SCH 292
  • SCH 47th
  • SCH ESOP
  • SCH near Beacon Electric Company Employee Stock Ownership Plan
  • SCH ind #3000

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 Texas →

The Cmi Group, Inc Employee Stock Ownership Plan in the asset neighbourhood

Beacon Electric Company Employee Stock Ownership PlanBeacon Electric Company Empl…$6MAmerican Asphalt Employee Stock Ownership PlanAmerican Asphalt Employee St…$6MNeighborhood Ltc Pharmacy, Inc. Employee Stock Ownership PlanNeighborhood Ltc Pharmacy, I…$6MPittsburgh Air Systems, Inc Employee Stock Ownership PlanPittsburgh Air Systems, Inc …$6MThe Cmi Group, Inc Employee Stock Ownership PlanThe Cmi Group, Inc Employee …$6M
End-of-year total assets ($M) among The Cmi Group, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All The Cmi Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 90.22458205577246% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $15.6M $1.53M ▼ -90.2%
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 ($B) Participants The Cmi Group, Inc Employee Stock Ownership Plan, Total assets ($B): 0.005744582 · Participants: 292The Cmi Group, Inc Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
The Cmi Group, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare The Cmi Group, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Beacon Electric Company Employee Stock Ownership Plan in OH ($6M); by covered participants it is E&m Logistics Inc. Employee Stock Ownership Plan in NY (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 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).
Which ESOP plans cover a similar participant headcount to The Cmi Group, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E&m Logistics Inc. Employee Stock Ownership Plan in NY (292 participants, $16M 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 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.