ESOP · DOL Form 5500 · 2023
Csi Geo, Inc. ESOP
Data updated 2026-08-25
- $862K
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $24,617
- Avg per participant Low balance/head
Official DOL plan name: Csi Geo, Inc. Employee Stock Ownership Plan · Sponsored by Csi Geo, Inc. · Florida · Professional & Technical Services
$862K in assets, 35 participants
Csi Geo, Inc.'s Csi Geo, Inc. Employee Stock Ownership Plan reported $862K in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,549 in Professional & Technical Services (20,321 peers)
Csi Geo, Inc. multi-year trail
Csi Geo, Inc.'s plans moved +930.3% in assets from 2022 to 2024; this filing shows Csi Geo, Inc. Employee Stock Ownership Plan at $862K / 35 participants.
- #3,549
- in Professional & Technical Services (20,321 peers)
- +600.5%
- assets growth YoY
Csi Geo, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Csi Geo, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$861,579 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Csi Geo, 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. Csi Geo, Inc. Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Csi Geo, Inc. Employee Stock Ownership Plan end-of-year assets rose from $123K in the plan year 2022 filing to $862K in the plan year 2023 filing.
- Csi Geo, Inc. Employee Stock Ownership Plan reported net income rose from $123K in the plan year 2022 filing to $308K in the plan year 2023 filing.
- Csi Geo, Inc. Employee Stock Ownership Plan reported participants fell from 49 in the plan year 2022 filing to 35 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 261171128 · Csi Geo, Inc. PY 2023 · ESOP
Csi Geo, Inc. Employee Stock Ownership Plan · $862K · 35 · 22nd
- PART $862K
- PART 35
- PART 22nd
- PART ESOP
- PART near Survival Systems USA, Inc. Employee Stock Ownership Plan
- PART ind #3549
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 →
Csi Geo, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Csi Geo, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Csi Geo, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 930.2520325203252% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 49 | $123K |
| 2023 | 1 | 35 | $862K |
| 2024 | 1 | 32 | $1M |
Csi Geo, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $123K |
|---|---|
| Net Assets (End of Year) | $431K |
| Net Income | $308K |
| Employer EIN | 261171128 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
Csi Geo, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Survival Systems USA, Inc. Employee Stock Ownership Plan in CT ($861K); by covered participants it is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($862K here).
Similar participant headcount
Nearest other-state filings by covered participants (35 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.