ESOP · DOL Form 5500 · 2023

Cfd Research Corporation ESOP

Data updated 2026-08-25

$44M
Total assets Below avg plan size
208
Participants Below avg headcount
84th
Percentile by assets National rank
$213,182
Avg per participant Above avg balance/head
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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.

  • #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.

#17,323
in Professional & Technical Services (20,321 peers)
+107.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cfd Research Corporation Employee Stock Ownership Plan's outsized position 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

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

Cfd Research Corporation 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. Cfd Research Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (208 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 630944385 · Cfd Research Corporation PY 2023 · ESOP

Cfd Research Corporation Employee Stock Ownership Plan · $44M · 208 · 84th

  • EIN $44M
  • EIN 208
  • EIN 84th
  • EIN ESOP
  • EIN near Bierschbach Equipment & Supply Co., Inc. Employee Stock Ownership Plan
  • EIN ind #17323

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 Alabama →

Cfd Research Corporation Employee Stock Ownership Plan in the asset neighbourhood

A. Morton Thomas and Associates, Inc. Employee Stock Ownership PlanA. Morton Thomas and Associa…$44MTech-Etch Employee Stock Ownership PlanTech-Etch Employee Stock Own…$44MBierschbach Equipment & Supply Co., Inc. Employee Stock Ownership PlanBierschbach Equipment & Supp…$44MCfd Research Corporation Employee Stock Ownership PlanCfd Research Corporation Emp…$44MKearny Bank Employee Stock Ownership PlanKearny Bank Employee Stock O…$44M
End-of-year total assets ($M) among Cfd Research Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN630944385
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cfd Research Corporation)

Sponsor-wide plan assets over time

All Cfd Research Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$99M 86.808770928932% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $53M $98.9M ▲ +86.8%
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 Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Cfd Research Corporation Employee Stock Ownership Plan, Total assets ($M): 44.341894 · Participants: 208Cfd Research Corporation Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 470.48798 · Participants: 1360Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 196.496733 · Participants: 287Inline Electric Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.105591 · Participants: 874Radiance Technologies, Inc. Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 167.814551 · Participants: 123Signature Homes Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub, Total assets ($M): 126.850762 · Participants: 909Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub
Cfd Research Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Cfd Research Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Cfd Research Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Bierschbach Equipment & Supply Co., Inc. Employee Stock Ownership Plan in SD ($44M); by covered participants it is Cts Cement Manufacturing Corp. Employee Stock Ownership Plan in CA (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Cfd Research Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Cfd Research Corporation Employee Stock Ownership Plan surged - up 107.1% during 2023, from $21M to $44M. Reported net income was $6M.
How have Cfd Research Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cfd Research Corporation's sponsor-wide assets grew 86.8%, from $53M to $99M.
Where does Cfd Research Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cfd Research Corporation Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Cfd Research Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bierschbach Equipment & Supply Co., Inc. Employee Stock Ownership Plan in SD ($44M, 83 participants).
Which ESOP plans cover a similar participant headcount to Cfd Research Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cts Cement Manufacturing Corp. Employee Stock Ownership Plan in CA (208 participants, $133M 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 630944385.

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.