ESOP · DOL Form 5500 · 2024

Cdi Services, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
280
Participants Below avg headcount
57th
Percentile by assets National rank
$37,637
Avg per participant Low balance/head
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Official DOL plan name: Cdi Services, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Cdi Services, Inc. · North Dakota · Manufacturing

$11M in assets, 280 participants

Cdi Services, Inc.'s Cdi Services, Inc. Employee Stock Ownership Plan & Trust reported $11M in total assets and 280 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #7,640 in Manufacturing (17,777 peers)

Cdi Services, Inc. multi-year trail

Cdi Services, Inc.'s plans moved +21.1% in assets from 2022 to 2024; this filing shows Cdi Services, Inc. Employee Stock Ownership Plan & Trust at $11M / 280 participants.

#7,640
in Manufacturing (17,777 peers)
+8.3%
assets growth YoY

Cdi Services, Inc. Employee Stock Ownership Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Cdi Services, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$10,538,438 Top 43% higher than 57% 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

Cdi Services, Inc. Employee Stock Ownership Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cdi Services, Inc. Employee Stock Ownership Plan & Trust sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cdi Services, Inc. Employee Stock Ownership Plan & Trust reported net income rose from $202K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Cdi Services, Inc. Employee Stock Ownership Plan & Trust end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Cdi Services, Inc. Employee Stock Ownership Plan & Trust reported participants fell from 290 in the plan year 2023 filing to 280 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 455240671 · Cdi Services, Inc. PY 2024 · ESOP

Cdi Services, Inc. Employee Stock Ownership Plan & Trust · $11M · 280 · 57th

  • PCT $11M
  • EIN 280
  • RANK 57th
  • PHOTO ESOP
  • IND near Podmore Manufacturing, Inc. Employee Stock Ownership Plan
  • EOY ind #7640

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 North Dakota →

Cdi Services, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Kam Plastics Corp. Employee Stock Ownership PlanKam Plastics Corp. Employee …$11MCdi Services, Inc. Employee Stock Ownership Plan & TrustCdi Services, Inc. Employee …$11MPodmore Manufacturing, Inc. Employee Stock Ownership PlanPodmore Manufacturing, Inc. …$11ME. Besler & Co. Employee Stock Ownership PlanE. Besler & Co. Employee Sto…$11MJenner Ag Employee Stock Ownership Plan and TrustJenner Ag Employee Stock Own…$11M
End-of-year total assets ($M) among Cdi Services, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Cdi Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cdi Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 21.107183077734554% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $21M $25.4M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 545 $21M
2023 2 566 $23M
2024 2 554 $25M

Cdi Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN455240671
Plan Effective Date2012-12-31
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Dakota

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

Cdi Services, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Cdi Services, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 0.010538438 · Participants: 280Cdi Services, Inc. Employee Stock Ownership Plan & TrustBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.326258119 · Participants: 3256Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.962968241 · Participants: 5157Scheels Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.192805392 · Participants: 1117Ulteig, Inc. Employee Stock Ownership PlanFrontier Precision, Inc Employee Stock Ownership Plan, Total assets ($B): 0.097711974 · Participants: 89Frontier Precision, Inc Employee Stock Ownership PlanKlj Solutions Co Employee Stock Ownership Plan, Total assets ($B): 0.09240993 · Participants: 525Klj Solutions Co Employee Stock Ownership Plan
Cdi Services, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Cdi Services, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

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

Outside North Dakota, the nearest ESOP by assets is Podmore Manufacturing, Inc. Employee Stock Ownership Plan in NH ($11M); by covered participants it is The Yaffe Companies Incorporated Employee Stock Ownership Plan in OK (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Cdi Services, Inc. Employee Stock Ownership Plan & Trust assets move in 2024? ▼
Cdi Services, Inc. Employee Stock Ownership Plan & Trust grew at a solid clip - up 8.3% during 2024, from $10M to $11M. Reported net income was $1M.
How have Cdi Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cdi Services, Inc.'s sponsor-wide assets grew 21.1%, from $21M to $25M.
Which ESOP plans are similar in size to Cdi Services, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Podmore Manufacturing, Inc. Employee Stock Ownership Plan in NH ($11M, 37 participants).
Which ESOP plans cover a similar participant headcount to Cdi Services, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is The Yaffe Companies Incorporated Employee Stock Ownership Plan in OK (280 participants, $39M 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 455240671.

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.