ESOP · DOL Form 5500 · 2024

Cleaves-Bessmer-Marietti, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
35
Participants Small participant base
51st
Percentile by assets National rank
$231,673
Avg per participant Above avg balance/head
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Official DOL plan name: Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan · Sponsored by Cleaves-Bessmer-Marietti, Inc. · Missouri · Retail Trade

$8M in assets, 35 participants

Cleaves-Bessmer-Marietti, Inc.'s Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan reported $8M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,958 in Retail Trade (8,048 peers)

Cleaves-Bessmer-Marietti, Inc. multi-year trail

Cleaves-Bessmer-Marietti, Inc.'s plans moved +20.6% in assets from 2022 to 2024; this filing shows Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan at $8M / 35 participants.

#4,958
in Retail Trade (8,048 peers)
+3.1%
assets growth YoY

Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,108,560 Top 49% higher than 51% 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

Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan reported net income fell from $829K in the plan year 2023 filing to $244K in the plan year 2024 filing.
  • Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan reported participants rose from 34 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 430814061 · Cleaves-Bessmer-Marietti, Inc. PY 2024 · ESOP

Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan · $8M · 35 · 51st

  • BOOK $8M
  • BOOK 35
  • BOOK 51st
  • BOOK ESOP
  • BOOK near Omico, Inc. Employee Stock Ownership Plan and Trust
  • BOOK ind #4958

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 →

Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Eki Environment & Water, Inc. Employee Stock Ownership PlanEki Environment & Water, Inc…$8MCleaves-Bessmer-Marietti, Inc. Employee Stock Ownership PlanCleaves-Bessmer-Marietti, In…$8MOmico, Inc. Employee Stock Ownership Plan and TrustOmico, Inc. Employee Stock O…$8MRoyal Brass & Hose Employee Stock Ownership PlanRoyal Brass & Hose Employee …$8MLimno-Tech, Inc. Employee Stock Ownership PlanLimno-Tech, Inc. Employee St…$8M
End-of-year total assets ($M) among Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Cleaves-Bessmer-Marietti, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cleaves-Bessmer-Marietti, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 20.63799208119925% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.37M $10.1M ▲ +20.7%
Year Plans Participants Total Assets
2022 2 62 $8M
2023 2 68 $10M
2024 2 70 $10M

Cleaves-Bessmer-Marietti, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$244K
Employer EIN430814061
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00810856 · Participants: 35Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Omico, Inc. Employee Stock Ownership Plan and Trust in KY ($8M); by covered participants it is Micro Craft ESOP in TN (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.

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 Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan edged up modestly - up 3.1% during 2024, from $8M to $8M. Reported net income was $244K.
How have Cleaves-Bessmer-Marietti, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cleaves-Bessmer-Marietti, Inc.'s sponsor-wide assets grew 20.6%, from $8M to $10M.
Which ESOP plans are similar in size to Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Omico, Inc. Employee Stock Ownership Plan and Trust in KY ($8M, 43 participants).
Which ESOP plans cover a similar participant headcount to Cleaves-Bessmer-Marietti, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Micro Craft ESOP in TN (35 participants, $108 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 430814061.

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.