ESOP · DOL Form 5500 · 2023

Cvm Affiliates, Inc. ESOP

Data updated 2026-08-25

$288K
Total assets Small plan by assets
28
Participants Small participant base
13th
Percentile by assets National rank
$10,268
Avg per participant Low balance/head
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Official DOL plan name: Cvm Affiliates, Inc. Employee Stock Ownership Plan · Sponsored by Cvm Affiliates, Inc. · Pennsylvania · Professional & Technical Services

$288K in assets, 28 participants

Cvm Affiliates, Inc.'s Cvm Affiliates, Inc. Employee Stock Ownership Plan reported $288K in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,088 in Professional & Technical Services (20,321 peers)

Cvm Affiliates, Inc. multi-year trail

Cvm Affiliates, Inc.'s plans moved +497.3% in assets from 2022 to 2024; this filing shows Cvm Affiliates, Inc. Employee Stock Ownership Plan at $288K / 28 participants.

#2,088
in Professional & Technical Services (20,321 peers)
-58.9%
assets change YoY

The plan reported a net loss of $388K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cvm Affiliates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Cvm Affiliates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$287,500 13th percentile higher than 13% 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

Cvm Affiliates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cvm Affiliates, Inc. Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cvm Affiliates, Inc. Employee Stock Ownership Plan reported net income fell from $34K in the plan year 2022 filing to -$388K in the plan year 2023 filing.
  • Cvm Affiliates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $700K in the plan year 2022 filing to $288K in the plan year 2023 filing.
  • Cvm Affiliates, Inc. Employee Stock Ownership Plan reported participants fell from 35 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 203882363 · Cvm Affiliates, Inc. PY 2023 · ESOP

Cvm Affiliates, Inc. Employee Stock Ownership Plan · $288K · 28 · 13th

  • ASSETS $288K
  • PCT 28
  • EIN 13th
  • RANK ESOP
  • PHOTO near Vengroff, Williams & Associates, Inc. Employee Stock Ownership Plan
  • IND ind #2088

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 Pennsylvania →

Cvm Affiliates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cvm Affiliates, Inc. Employee Stock Ownership PlanCvm Affiliates, Inc. Employe…$288KVengroff, Williams & Associates, Inc. Employee Stock Ownership PlanVengroff, Williams & Associa…$289KNew Wave Enviro Products, Inc. Employee Stock Ownership PlanNew Wave Enviro Products, In…$289KDrs Employee Stock Ownership PlanDrs Employee Stock Ownership…$290KBlaze Holdings, Inc. Employee Stock Ownership PlanBlaze Holdings, Inc. Employe…$290K
End-of-year total assets ($M) among Cvm Affiliates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Cvm Affiliates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cvm Affiliates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 497.31428571428575% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $0.7M $4.18M ▲ +497.1%
Year Plans Participants Total Assets
2022 1 35 $700K
2023 1 28 $288K
2024 1 26 $4M

Cvm Affiliates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$700K
Net Assets (End of Year)-$354K
Net Income-$388K
Employer EIN203882363
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Cvm Affiliates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Cvm Affiliates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0002875 · Participants: 28Cvm Affiliates, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Cvm Affiliates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Cvm Affiliates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cvm Affiliates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Vengroff, Williams & Associates, Inc. Employee Stock Ownership Plan in FL ($289K); by covered participants it is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants). Same-state nearby plans are listed separately above.

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 Cvm Affiliates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Cvm Affiliates, Inc. Employee Stock Ownership Plan contracted severely - down 58.9% during 2023, from $700K to $288K. Reported net income was -$388K.
How have Cvm Affiliates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cvm Affiliates, Inc.'s sponsor-wide assets grew 497.3%, from $700K to $4M.
Where does Cvm Affiliates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cvm Affiliates, Inc. Employee Stock Ownership Plan ranks in the 13th 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 Cvm Affiliates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Vengroff, Williams & Associates, Inc. Employee Stock Ownership Plan in FL ($289K, N/A participants).
Which ESOP plans cover a similar participant headcount to Cvm Affiliates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Electro-Sensors, Inc. Employee Stock Ownership Plan and Trust in MN (28 participants, $443K 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 203882363.

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.