ESOP · DOL Form 5500 · 2023

Cecil W Powell and Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
37
Participants Small participant base
32nd
Percentile by assets National rank
$62,484
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cecil W Powell & Company Employee Stock Ownership Plan · Sponsored by Cecil W Powell and Company · Florida · Finance & Insurance

$2M in assets, 37 participants

Cecil W Powell and Company's Cecil W Powell & Company Employee Stock Ownership Plan reported $2M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,959 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Cecil W Powell & Company Employee Stock Ownership Plan holds $2M for 37 participants - about $62,484 per participant, in the lower half of filed plans by assets.

#1,959
in Finance & Insurance (8,869 peers)
+6.7%
assets growth YoY

Cecil W Powell & Company Employee Stock Ownership Plan among the smaller filed plans by assets

Cecil W Powell & Company Employee Stock Ownership Plan vs every filed plan by assets

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

$2,311,905 32nd percentile higher than 32% 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

Cecil W Powell & Company 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. Cecil W Powell & Company Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cecil W Powell & Company Employee Stock Ownership Plan reported net income rose from -$440K in the plan year 2022 filing to $146K in the plan year 2023 filing.
  • Cecil W Powell & Company Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 591095765 · Cecil W Powell and Company PY 2023 · ESOP

Cecil W Powell & Company Employee Stock Ownership Plan · $2M · 37 · 32nd

  • PHOTO $2M
  • PHOTO 37
  • PHOTO 32nd
  • PHOTO ESOP
  • PHOTO near Oconee Savings & Loan Association Employee Stock Ownership Plan
  • PHOTO ind #1959

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 →

Cecil W Powell & Company Employee Stock Ownership Plan in the asset neighbourhood

Cecil W Powell & Company Employee Stock Ownership PlanCecil W Powell & Company Emp…$2MOconee Savings & Loan Association Employee Stock Ownership PlanOconee Savings & Loan Associ…$2MH & C Tool Supply Corp. Employee Stock Ownership PlanH & C Tool Supply Corp. Empl…$2MMajr Products Corporation Employee Stock Ownership PlanMajr Products Corporation Em…$2MVan Wert Federal Savings Bank Employee Stock Ownership PlanVan Wert Federal Savings Ban…$2M
End-of-year total assets ($M) among Cecil W Powell & Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$146K
Employer EIN591095765
Plan Effective Date1982-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cecil W Powell and Company)

Sponsor-wide plan assets over time

All Cecil W Powell and Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.6479074001244465% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M$2.4M 202220232024 $2.17M $2.02M ▼ -6.9%
Year Plans Participants Total Assets
2022 1 37 $2M
2023 1 37 $2M
2024 1 39 $2M

Nearby ESOP Plans in Florida

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

Cecil W Powell & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Cecil W Powell & Company Employee Stock Ownership Plan, Total assets ($B): 0.002311905 · Participants: 37Cecil W Powell & Company Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Cecil W Powell & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Cecil W Powell & Company Employee Stock Ownership Plan side-by-side with 3 peers →

Cecil W Powell & Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Oconee Savings & Loan Association Employee Stock Ownership Plan in SC ($2M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Cecil W Powell & Company Employee Stock Ownership Plan assets move in 2023? ▼
Cecil W Powell & Company Employee Stock Ownership Plan grew at a solid clip - up 6.7% during 2023, from $2M to $2M. Reported net income was $146K.
How have Cecil W Powell and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cecil W Powell and Company's sponsor-wide assets declined 6.6%, from $2M to $2M.
Which ESOP plans are similar in size to Cecil W Powell & Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Oconee Savings & Loan Association Employee Stock Ownership Plan in SC ($2M, 69 participants).
Which ESOP plans cover a similar participant headcount to Cecil W Powell & Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants, $4M 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 591095765.

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.