ESOP · DOL Form 5500 · 2023

Ferrell Companies, Inc. ESOP

Data updated 2026-08-25

$75M
Total assets Below avg plan size
3,453
Participants Above avg headcount
89th
Percentile by assets National rank
$21,635
Avg per participant Low balance/head
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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.

  • #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.

#830
in Management of Enterprises (1,137 peers)
+5.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ferrell Companies, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ferrell Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$74,706,918 Top 11% higher than 89% 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

Ferrell Companies, 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. Ferrell Companies, Inc. Employee Stock Ownership Plan lands in the large band (3,453 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431688741 · Ferrell Companies, Inc. PY 2023 · ESOP

Ferrell Companies, Inc. Employee Stock Ownership Plan · $75M · 3,453 · 89th

  • ASSETS $75M
  • ASSETS 3,453
  • ASSETS 89th
  • ASSETS ESOP
  • ASSETS near New England Wire Technologies Corp. Employee Stock Ownership Plan
  • ASSETS ind #830

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 Missouri →

Ferrell Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bulab Employee Stock Ownership PlanBulab Employee Stock Ownersh…$75MHall Contracting of Kentucky, Inc. Employee Stock Ownership PlanHall Contracting of Kentucky…$75MFerrell Companies, Inc. Employee Stock Ownership PlanFerrell Companies, Inc. Empl…$75MNew England Wire Technologies Corp. Employee Stock Ownership PlanNew England Wire Technologie…$75MGreat Lakes Construction Co. Employee Stock Ownership PlanGreat Lakes Construction Co.…$75M
End-of-year total assets ($M) among Ferrell Companies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)-$57M
Net Income$18M
Employer EIN431688741
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ferrell Companies, Inc.)

Sponsor-wide plan assets over time

All Ferrell Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$328M 19.288253426121383% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $275M $328M ▲ +19.3%
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 Scatter plot of 6 data points. 0200040006000800010000 -20246 Total assets ($B) Participants Ferrell Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.074706918 · Participants: 3453Ferrell Companies, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Ferrell Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Ferrell Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is New England Wire Technologies Corp. Employee Stock Ownership Plan in NH ($75M); by covered participants it is Wo Partners Holdings, Inc. Employee Stock Ownership Plan in FL (3,454 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,453 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 Ferrell Companies, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ferrell Companies, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.8% during 2023, from $71M to $75M. Reported net income was $18M.
How have Ferrell Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ferrell Companies, Inc.'s sponsor-wide assets grew 19.3%, from $275M to $328M.
Where does Ferrell Companies, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ferrell Companies, Inc. Employee Stock Ownership Plan ranks in the 89th 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 Ferrell Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is New England Wire Technologies Corp. Employee Stock Ownership Plan in NH ($75M, 471 participants).
Which ESOP plans cover a similar participant headcount to Ferrell Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wo Partners Holdings, Inc. Employee Stock Ownership Plan in FL (3,454 participants, $59M 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 431688741.

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.