ESOP · DOL Form 5500 · 2024

C-Forward, Inc. ESOP

Data updated 2026-08-25

$875K
Total assets Small plan by assets
37
Participants Small participant base
22nd
Percentile by assets National rank
$23,635
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: C-Forward, Inc. Employee Stock Ownership Plan · Sponsored by C-Forward, Inc. · Kentucky · Professional & Technical Services

$875K in assets, 37 participants

C-Forward, Inc.'s C-Forward, Inc. Employee Stock Ownership Plan reported $875K in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,443 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

C-Forward, Inc. Employee Stock Ownership Plan holds $875K for 37 participants - about $23,635 per participant, among the smaller plans by assets on file.

#3,443
in Professional & Technical Services (20,173 peers)
-$6M
reported net income

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

C-Forward, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

C-Forward, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$874,500 22nd percentile higher than 22% 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

C-Forward, 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. C-Forward, Inc. Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 621774270 · C-Forward, Inc. PY 2024 · ESOP

C-Forward, Inc. Employee Stock Ownership Plan · $875K · 37 · 22nd

  • TYPE $875K
  • NET 37
  • BOOK 22nd
  • VS-ST ESOP
  • BOY near Lyon Video, Inc. Employee Stock Ownership Plan
  • SCH ind #3443

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 →

C-Forward, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Horizon, Inc. Employee Stock Ownership PlanHorizon, Inc. Employee Stock…$880KC-Forward, Inc. Employee Stock Ownership PlanC-Forward, Inc. Employee Sto…$875KLyon Video, Inc. Employee Stock Ownership PlanLyon Video, Inc. Employee St…$873KVistula Management Company Employee Stock Ownership PlanVistula Management Company E…$872KCitizen Auto Stage Company Employee Stock Ownership Plan and TrustCitizen Auto Stage Company E…$872K
End-of-year total assets ($M) among C-Forward, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$6M
Net Income-$6M
Employer EIN621774270
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

C-Forward, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants C-Forward, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0008745 · Participants: 37C-Forward, 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
C-Forward, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants

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

Outside Kentucky, the nearest ESOP by assets is Lyon Video, Inc. Employee Stock Ownership Plan in OH ($873K); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 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

Where does C-Forward, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
C-Forward, Inc. Employee Stock Ownership Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to C-Forward, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Lyon Video, Inc. Employee Stock Ownership Plan in OH ($873K, 2 participants).
Which ESOP plans cover a similar participant headcount to C-Forward, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants, $5M in assets).