ESOP · DOL Form 5500 · 2023

Ccmsi Holdings, Inc. ESOP

Data updated 2026-08-25

$104M
Total assets Near avg plan size
1,282
Participants Near avg headcount
92nd
Percentile by assets National rank
$81,406
Avg per participant Below avg balance/head
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Official DOL plan name: Ccmsi Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Ccmsi Holdings, Inc. · Illinois · Finance & Insurance

$104M in assets, 1,282 participants

Ccmsi Holdings, Inc.'s Ccmsi Holdings, Inc. Employee Stock Ownership Plan reported $104M in total assets and 1,282 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,723 in Finance & Insurance (8,869 peers)

Where Ccmsi Holdings, Inc. Employee Stock Ownership Plan sits by assets

Ccmsi Holdings, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $104M for 1,282 participants (~$81,406/participant), up 11.9% in 2023.

#7,723
in Finance & Insurance (8,869 peers)
+11.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Ccmsi Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ccmsi Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$104,362,683 Top 8% higher than 92% 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

Ccmsi Holdings, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ccmsi Holdings, Inc. Employee Stock Ownership Plan lands in the large band (1,282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ccmsi Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $93M in the plan year 2022 filing to $104M in the plan year 2023 filing.
  • Ccmsi Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Ccmsi Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 1,213 in the plan year 2022 filing to 1,282 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 161715499 · Ccmsi Holdings, Inc. PY 2023 · ESOP

Ccmsi Holdings, Inc. Employee Stock Ownership Plan · $104M · 1,282 · 92nd

  • PHOTO $104M
  • IND 1,282
  • EOY 92nd
  • 5500 ESOP
  • ASSETS near Rocky Mountain Atv, Inc. Employee Stock Ownership Plan
  • PCT ind #7723

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 Illinois →

Ccmsi Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

H & R Agri-Power Employee Stock Ownership PlanH & R Agri-Power Employee St…$105MCcmsi Holdings, Inc. Employee Stock Ownership PlanCcmsi Holdings, Inc. Employe…$104MRocky Mountain Atv, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Emp…$104MFirst National Capital Corporation Employee Stock Ownership PlanFirst National Capital Corpo…$103MFj Management Inc. Employee Stock Ownership PlanFj Management Inc. Employee …$103M
End-of-year total assets ($M) among Ccmsi Holdings, Inc. 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)$93M
Net Assets (End of Year)$104M
Net Income$11M
Employer EIN161715499
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ccmsi Holdings, Inc.)

Sponsor-wide plan assets over time

All Ccmsi Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$119M 27.122236798797495% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $93.3M $119M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 1,213 $93M
2023 1 1,282 $104M
2024 1 1,300 $119M

Nearby ESOP Plans in Illinois

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

Ccmsi Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Ccmsi Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.104362683 · Participants: 1282Ccmsi Holdings, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Ccmsi Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Ccmsi Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Rocky Mountain Atv, Inc. Employee Stock Ownership Plan in UT ($104M); by covered participants it is Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan in CT (1,288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,282 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 Ccmsi Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ccmsi Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.9% during 2023, from $93M to $104M. Reported net income was $11M.
How have Ccmsi Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ccmsi Holdings, Inc.'s sponsor-wide assets grew 27.1%, from $93M to $119M.
Where does Ccmsi Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ccmsi Holdings, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Ccmsi Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rocky Mountain Atv, Inc. Employee Stock Ownership Plan in UT ($104M, 501 participants).
Which ESOP plans cover a similar participant headcount to Ccmsi Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bozzuto's Inc. Employees Profit Sharing and Stock Ownership Plan in CT (1,288 participants, $50M 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 161715499.

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.