ESOP · DOL Form 5500 · 2024

Cfm Distributors, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
71
Participants Small participant base
62nd
Percentile by assets National rank
$185,632
Avg per participant Above avg balance/head
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Official DOL plan name: Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Cfm Distributors, Inc. · Missouri · Wholesale Trade

$13M in assets, 71 participants

Cfm Distributors, Inc.'s Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust reported $13M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,291 in Wholesale Trade (6,080 peers)

2024 asset change

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably 9.6% in 2024 ($15M → $13M) for 71 participants.

#3,291
in Wholesale Trade (6,080 peers)
-9.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$13,179,894 Top 38% higher than 62% 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

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $15M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 66 in the plan year 2023 filing to 71 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 480734394 · Cfm Distributors, Inc. PY 2024 · ESOP

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust · $13M · 71 · 62nd

  • NET $13M
  • NET 71
  • NET 62nd
  • NET ESOP
  • NET near Itac ESOP Retirement Plan and Trust
  • NET ind #3291

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 Missouri →

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Capital Lighting Fixture Co. Employee Stock Ownership PlanCapital Lighting Fixture Co.…$13MCfm Distributors, Inc. Employee Stock Ownership Plan and TrustCfm Distributors, Inc. Emplo…$13MItac ESOP Retirement Plan and TrustItac ESOP Retirement Plan an…$13MGreene Light Holding Company Employee Stock Ownership PlanGreene Light Holding Company…$13MDanco Anodizing, Inc. Profit Sharing PlanDanco Anodizing, Inc. Profit…$13M
End-of-year total assets ($M) among Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Cfm Distributors, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Cfm Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 8.811714509118586% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $12.1M $13.2M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 65 $12M
2023 1 66 $15M
2024 1 71 $13M

2024 asset-move particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$1M
Employer EIN480734394
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.013179894 · Participants: 71Cfm Distributors, Inc. Employee Stock Ownership Plan and TrustBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Itac ESOP Retirement Plan and Trust in VA ($13M); by covered participants it is Easling Construction Company, Inc Employee Stock Ownership Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 9.6% during 2024, from $15M to $13M. Reported net income was -$1M.
How have Cfm Distributors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cfm Distributors, Inc.'s sponsor-wide assets grew 8.8%, from $12M to $13M.
Which ESOP plans are similar in size to Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Itac ESOP Retirement Plan and Trust in VA ($13M, 477 participants).
Which ESOP plans cover a similar participant headcount to Cfm Distributors, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Easling Construction Company, Inc Employee Stock Ownership Plan in MI (71 participants, $7M 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 480734394.

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.