ESOP · DOL Form 5500 · 2023

Cp&y, Inc. ESOP

Data updated 2026-08-25

$7
Total assets Small plan by assets
289
Participants Below avg headcount
0th
Percentile by assets National rank
$0
Avg per participant Low balance/head
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Official DOL plan name: Cp&y, Inc. Employee Stock Ownership Plan · Sponsored by Cp&y, Inc. · Texas · Professional & Technical Services

$7 in assets, 289 participants

Cp&y, Inc.'s Cp&y, Inc. Employee Stock Ownership Plan reported $7 in total assets and 289 participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Cp&y, Inc. Employee Stock Ownership Plan covers 289 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $7.

#7
in Professional & Technical Services (20,321 peers)
-100.0%
assets change YoY

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cp&y, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Cp&y, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7 0th percentile higher than 0% 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

Cp&y, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cp&y, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (289 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cp&y, Inc. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to -$16M in the plan year 2023 filing.
  • Cp&y, Inc. Employee Stock Ownership Plan end-of-year assets fell from $16M in the plan year 2022 filing to $7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 751720414 · Cp&y, Inc. PY 2023 · ESOP

Cp&y, Inc. Employee Stock Ownership Plan · $7 · 289 · 0th

  • TYPE $7
  • TYPE 289
  • TYPE 0th
  • TYPE ESOP
  • TYPE near Med-Response, Inc. Employee Stock Ownership Plan
  • TYPE ind #7

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 →

Cp&y, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cp&y, Inc. Employee Stock Ownership PlanCp&y, Inc. Employee Stock Ow…$7Med-Response, Inc. Employee Stock Ownership PlanMed-Response, Inc. Employee …$7Equiparts Corporation Employee Stock Ownership PlanEquiparts Corporation Employ…$8Imaging Office Systems, Inc. Employee Stock Ownership PlanImaging Office Systems, Inc.…$5Mei Enterprises, Inc. Employee Stock Ownership PlanMei Enterprises, Inc. Employ…$2
End-of-year total assets ($M) among Cp&y, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)N/A
Net Income-$16M
Employer EIN751720414
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cp&y, Inc.)

Sponsor-wide plan assets over time

All Cp&y, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M 202220232024 $81.2M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 3 999 $81M
2023 1 289 $7
2024 1 N/A N/A

Nearby ESOP Plans in Texas

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

Cp&y, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -50510152025 Total assets ($B) Participants Cp&y, Inc. Employee Stock Ownership Plan, Total assets ($B): 7e-9 · Participants: 289Cp&y, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Cp&y, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Cp&y, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cp&y, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Med-Response, Inc. Employee Stock Ownership Plan in WV ($7); by covered participants it is Swa Group Employee Stock Ownership Plan in CA (289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (289 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 Cp&y, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Cp&y, Inc. Employee Stock Ownership Plan contracted severely - down 100.0% during 2023, from $16M to $7. Reported net income was -$16M.
Where does Cp&y, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cp&y, Inc. Employee Stock Ownership Plan ranks in the 0th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Cp&y, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Med-Response, Inc. Employee Stock Ownership Plan in WV ($7, 10 participants).
Which ESOP plans cover a similar participant headcount to Cp&y, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Swa Group Employee Stock Ownership Plan in CA (289 participants, $33M 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 751720414.

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.