ESOP · DOL Form 5500 · 2024

Convention Management Resources, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
48
Participants Small participant base
28th
Percentile by assets National rank
$35,338
Avg per participant Low balance/head
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Official DOL plan name: Cmr Employee Stock Ownership Plan · Sponsored by Convention Management Resources, Inc. · California · Administrative & Support Services

$2M in assets, 48 participants

Convention Management Resources, Inc.'s Cmr Employee Stock Ownership Plan reported $2M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,271 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Cmr Employee Stock Ownership Plan ranks #2,271 of 4,368 2024 filers by assets (1701% of the sector average)-$2M for 48 participants.

#2,271
in Administrative & Support Services (4,368 peers)
+76.7%
assets growth YoY

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cmr Employee Stock Ownership Plan among the smaller filed plans by assets

Cmr Employee Stock Ownership Plan vs every filed plan by assets

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

$1,696,243 28th percentile higher than 28% 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

Cmr 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. Cmr Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cmr Employee Stock Ownership Plan reported net income fell from $960K in the plan year 2023 filing to -$9M in the plan year 2024 filing.
  • Cmr Employee Stock Ownership Plan end-of-year assets rose from $960K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Cmr Employee Stock Ownership Plan reported participants rose from 45 in the plan year 2023 filing to 48 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 943139440 · Convention Management Resources, Inc. PY 2024 · ESOP

Cmr Employee Stock Ownership Plan · $2M · 48 · 28th

  • ASSETS $2M
  • PCT 48
  • EIN 28th
  • RANK ESOP
  • PHOTO near First Hope Bancorp Employee Stock Ownership Plan
  • IND ind #2271

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 California →

Cmr Employee Stock Ownership Plan in the asset neighbourhood

Cmr Employee Stock Ownership PlanCmr Employee Stock Ownership…$2MFirst Hope Bancorp Employee Stock Ownership PlanFirst Hope Bancorp Employee …$2MMark W Hinman Md Money Purchase Pension PlanMark W Hinman Md Money Purch…$2MA&t Systems, Inc. Employee Stock Ownership PlanA&t Systems, Inc. Employee S…$2MFirst Financial Bank Employee Stock Ownership PlanFirst Financial Bank Employe…$2M
End-of-year total assets ($M) among Cmr Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$960K
Net Assets (End of Year)-$8M
Net Income-$9M
Employer EIN943139440
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Convention Management Resources, Inc.)

Sponsor-wide plan assets over time

All Convention Management Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 76.69197916666667% vs 2023
2024 filing year
$0.5M$1M$1.5M$2M 20232024 $0.96M $1.7M ▲ +77.1%
Year Plans Participants Total Assets
2023 1 45 $960K
2024 1 48 $2M

Nearby ESOP Plans in California

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

Cmr Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Cmr Employee Stock Ownership Plan, Total assets ($B): 0.001696243 · Participants: 48Cmr Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Cmr Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Cmr Employee Stock Ownership Plan side-by-side with 3 peers →

Cmr Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is First Hope Bancorp Employee Stock Ownership Plan in NJ ($2M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Cmr Employee Stock Ownership Plan assets move in 2024? ▼
Cmr Employee Stock Ownership Plan surged - up 76.7% during 2024, from $960K to $2M. Reported net income was -$9M.
How have Convention Management Resources, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Convention Management Resources, Inc.'s sponsor-wide assets grew 76.7%, from $960K to $2M.
Which ESOP plans are similar in size to Cmr Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is First Hope Bancorp Employee Stock Ownership Plan in NJ ($2M, 87 participants).
Which ESOP plans cover a similar participant headcount to Cmr Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants, $9M 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 943139440.

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.