ESOP · DOL Form 5500 · 2023
Cfd Research Corporation ESOP
Data updated 2026-08-11
- $44M
- Total assets
- 208
- Participants
- 84th
- Percentile by assets
- $213,182
- Avg per participant
Official DOL plan name: Cfd Research Corporation Employee Stock Ownership Plan · Sponsored by Cfd Research Corporation · Alabama · Professional & Technical Services
$44M in assets, 208 participants
Cfd Research Corporation's Cfd Research Corporation Employee Stock Ownership Plan reported $44M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 127,072 plans)
- #17,323 in Professional & Technical Services (20,321 peers)
Where Cfd Research Corporation Employee Stock Ownership Plan sits by assets
Cfd Research Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $44M for 208 participants (~$213,182/participant), up 107.1% in 2023.
- $44M
- total plan assets (2023 EOY)
- 208
- covered participants
- 84th
- percentile by assets (of 127,072 plans)
- $213,182
- avg assets per participant
Where Cfd Research Corporation Employee Stock Ownership Plan sits by total assets
Cfd Research Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$44,341,894 Top 16% higher than 84% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cfd Research Corporation Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Cfd Research Corporation Employee Stock Ownership Plan reported participants rose from 149 in the plan year 2022 filing to 208 in the plan year 2023 filing.
- Cfd Research Corporation Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Cfd Research Corporation Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Cfd Research Corporation Employee Stock Ownership Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $6M |
| Employer EIN | 630944385 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cfd Research Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 315 | $53M |
| 2023 | 2 | 416 | $80M |
| 2024 | 2 | 499 | $99M |
Nearby ESOP Plans in Alabama
Peer ESOP plans, same state, same plan type, ranked by total assets.
Cfd Research Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
- Starfish Holdings, Inc. Employee Stock Ownership Plan $470M · 1,360
- Inline Electric Employee Stock Ownership Plan $196M · 287
- Radiance Technologies, Inc. Employee Stock Ownership Plan $168M · 874
- Signature Homes Employee Stock Ownership Plan $168M · 123
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub $127M · 909
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Cfd Research Corporation Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Scale reading
Ways to act on Cfd Research Corporation Employee Stock Ownership Plan's numbers.
- By total assets, Cfd Research Corporation Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Alabama. Compare plans
- Cfd Research Corporation's sponsor-wide assets have grown 86.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans