ESOP · DOL Form 5500 · 2024

The Cmi Group, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
213
Participants Below avg headcount
27th
Percentile by assets National rank
$7,175
Avg per participant Low balance/head
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Official DOL plan name: The Cmi Group, Inc Employee Stock Ownership Plan · Sponsored by The Cmi Group, Inc. · Texas · Administrative & Support Services

$2M in assets, 213 participants

The Cmi Group, Inc.'s The Cmi Group, Inc Employee Stock Ownership Plan reported $2M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,215 in Administrative & Support Services (4,368 peers)

Coverage in Texas

The Cmi Group, Inc Employee Stock Ownership Plan covers 213 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#2,215
in Administrative & Support Services (4,368 peers)
-73.4%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Cmi Group, Inc Employee Stock Ownership Plan among the smaller filed plans by assets

The Cmi Group, Inc Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,528,221 27th percentile higher than 27% of 123,620 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 2024

The Cmi Group, Inc Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Cmi Group, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Cmi Group, Inc Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Cmi Group, Inc Employee Stock Ownership Plan reported participants fell from 292 in the plan year 2023 filing to 213 in the plan year 2024 filing.
  • The Cmi Group, Inc Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2023 filing to -$4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 752813139 · The Cmi Group, Inc. PY 2024 · ESOP

The Cmi Group, Inc Employee Stock Ownership Plan · $2M · 213 · 27th

  • ASSETS $2M
  • ASSETS 213
  • ASSETS 27th
  • ASSETS ESOP
  • ASSETS near Techlaw Consultants, Inc. Employee Stock Ownership Plan
  • ASSETS ind #2215

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 Texas →

The Cmi Group, Inc Employee Stock Ownership Plan in the asset neighbourhood

The Cmi Group, Inc Employee Stock Ownership PlanThe Cmi Group, Inc Employee …$2MTechlaw Consultants, Inc. Employee Stock Ownership PlanTechlaw Consultants, Inc. Em…$2MThermal Technologies, Inc. Employee Stock Ownership PlanThermal Technologies, Inc. E…$2MLifecare Investments, Inc. Employee Stock Ownership PlanLifecare Investments, Inc. E…$2MChmwarnick, Inc. Employee Stock Ownership PlanChmwarnick, Inc. Employee St…$2M
End-of-year total assets ($M) among The Cmi Group, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$2M
Net Income-$4M
Employer EIN752813139
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Cmi Group, Inc.)

Sponsor-wide plan assets over time

All The Cmi Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 90.22458205577246% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $15.6M $1.53M ▼ -90.2%
Year Plans Participants Total Assets
2022 2 483 $16M
2023 1 292 $6M
2024 1 213 $2M

Nearby ESOP Plans in Texas

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

The Cmi Group, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants The Cmi Group, Inc Employee Stock Ownership Plan, Total assets ($B): 0.001528221 · Participants: 213The Cmi Group, Inc Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
The Cmi Group, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

The Cmi Group, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Techlaw Consultants, Inc. Employee Stock Ownership Plan in VA ($2M); by covered participants it is Form-a-Feed, Inc. Employee Stock Ownership Plan in MN (213 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Cmi Group, Inc Employee Stock Ownership Plan assets move in 2024?
The Cmi Group, Inc Employee Stock Ownership Plan contracted severely - down 73.4% during 2024, from $6M to $2M. Reported net income was -$4M.
How have The Cmi Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Cmi Group, Inc.'s sponsor-wide assets declined 90.2%, from $16M to $2M.
Which ESOP plans are similar in size to The Cmi Group, Inc Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Techlaw Consultants, Inc. Employee Stock Ownership Plan in VA ($2M, 153 participants).
Which ESOP plans cover a similar participant headcount to The Cmi Group, Inc Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Form-a-Feed, Inc. Employee Stock Ownership Plan in MN (213 participants, $134M in assets).