ESOP · DOL Form 5500 · 2024

Cepeda Associates, Inc. ESOP

Data updated 2026-08-25

$45M
Total assets Below avg plan size
98
Participants Small participant base
83rd
Percentile by assets National rank
$460,204
Avg per participant High balance/head
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Official DOL plan name: Cepeda Associates, Inc. Employee Stock Ownership Plan · Sponsored by Cepeda Associates, Inc. · Kentucky · Manufacturing

$45M in assets, 98 participants

Cepeda Associates, Inc.'s Cepeda Associates, Inc. Employee Stock Ownership Plan reported $45M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #13,497 in Manufacturing (17,777 peers)

Where Cepeda Associates, Inc. Employee Stock Ownership Plan sits by assets

Cepeda Associates, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $45M for 98 participants (~$460,204/participant), up 14.5% in 2024.

#13,497
in Manufacturing (17,777 peers)
+14.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cepeda Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Cepeda Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$45,099,989 Top 17% higher than 83% 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

Cepeda Associates, 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. Cepeda Associates, Inc. Employee Stock Ownership Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cepeda Associates, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Cepeda Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $39M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Cepeda Associates, Inc. Employee Stock Ownership Plan reported participants rose from 86 in the plan year 2023 filing to 98 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 610918947 · Cepeda Associates, Inc. PY 2024 · ESOP

Cepeda Associates, Inc. Employee Stock Ownership Plan · $45M · 98 · 83rd

  • VS-ST $45M
  • BOY 98
  • SCH 83rd
  • EBSA ESOP
  • PART near Pflow Industries, Inc. Employee Stock Ownership Plan
  • TYPE ind #13497

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 Kentucky →

Cepeda Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Withersravenel, Inc. Employee Stock Ownership PlanWithersravenel, Inc. Employe…$45MAndres Construction Employee Stock Ownership PlanAndres Construction Employee…$45MPflow Industries, Inc. Employee Stock Ownership PlanPflow Industries, Inc. Emplo…$45MCepeda Associates, Inc. Employee Stock Ownership PlanCepeda Associates, Inc. Empl…$45MRe/Spec Inc. Employee Stock Ownership PlanRe/Spec Inc. Employee Stock …$45M
End-of-year total assets ($M) among Cepeda Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$44M
Net Income$6M
Employer EIN610918947
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cepeda Associates, Inc.)

Sponsor-wide plan assets over time

All Cepeda Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 18.372730464807045% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.1M $45.1M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 80 $38M
2023 1 86 $39M
2024 1 98 $45M

Nearby ESOP Plans in Kentucky

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

Cepeda Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Cepeda Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.045099989 · Participants: 98Cepeda Associates, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Cepeda Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Cepeda Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Pflow Industries, Inc. Employee Stock Ownership Plan in WI ($45M); by covered participants it is Mainstay Technologies, Inc. Employee Stock Ownership Plan in NH (98 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 Cepeda Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Cepeda Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.5% during 2024, from $39M to $45M. Reported net income was $6M.
How have Cepeda Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cepeda Associates, Inc.'s sponsor-wide assets grew 18.4%, from $38M to $45M.
Where does Cepeda Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cepeda Associates, Inc. Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Cepeda Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pflow Industries, Inc. Employee Stock Ownership Plan in WI ($45M, 152 participants).
Which ESOP plans cover a similar participant headcount to Cepeda Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mainstay Technologies, Inc. Employee Stock Ownership Plan in NH (98 participants, $250K 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 610918947.

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.