ESOP · DOL Form 5500 · 2023
Ferrell Companies, Inc. ESOP
Data updated 2026-08-11
- $75M
- Total assets
- 3,453
- Participants
- 89th
- Percentile by assets
- $21,635
- Avg per participant
Official DOL plan name: Ferrell Companies, Inc. Employee Stock Ownership Plan · Sponsored by Ferrell Companies, Inc. · Missouri · Management of Enterprises
$75M in assets, 3,453 participants
Ferrell Companies, Inc.'s Ferrell Companies, Inc. Employee Stock Ownership Plan reported $75M in total assets and 3,453 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 127,072 plans)
- #830 in Management of Enterprises (1,137 peers)
Coverage in Missouri
Ferrell Companies, Inc. Employee Stock Ownership Plan covers 3,453 participants in Missouri, 4.7x the typical Missouri plan (state average ~737 per filing). Assets: $75M.
- $75M
- total plan assets (2023 EOY)
- 3,453
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $21,635
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ferrell Companies, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Ferrell Companies, Inc. Employee Stock Ownership Plan end-of-year assets rose from $71M in the plan year 2022 filing to $75M in the plan year 2023 filing.
- Ferrell Companies, Inc. Employee Stock Ownership Plan reported participants rose from 3,304 in the plan year 2022 filing to 3,453 in the plan year 2023 filing.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Ferrell Companies, Inc. Employee Stock Ownership Plan reports 3,453 participants - 4.7x that state average ($75M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | -$57M |
| Net Income | $18M |
| Employer EIN | 431688741 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ferrell Companies, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,738 | $275M |
| 2023 | 2 | 8,148 | $307M |
| 2024 | 2 | 8,119 | $328M |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
Ferrell Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.7B · 8,553
- Mccarthy Employee Stock Ownership Plan $1.5B · 3,651
- Arco DB Companies, Inc. Employee Stock Ownership Plan $443M · 560
- Je Dunn Employee Stock Ownership Plan and Trust $429M · 2,457
- Emery Sapp Employee Stock Ownership Plan $313M · 1,947
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ferrell Companies, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Ferrell Companies, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Ferrell Companies, Inc. 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 Missouri. Compare plans
- Ferrell Companies, Inc.'s sponsor-wide assets have grown 19.3% since 2022 across 3 plan years on file. More Management of Enterprises plans