ESOP · DOL Form 5500 · 2024

National Distribution Service, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
33
Participants Small participant base
74th
Percentile by assets National rank
$726,679
Avg per participant High balance/head
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Official DOL plan name: National Distribution Service Employee Stock Ownership Plan · Sponsored by National Distribution Service, Inc. · Missouri · Transportation & Warehousing

$24M in assets, 33 participants

National Distribution Service, Inc.'s National Distribution Service Employee Stock Ownership Plan reported $24M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,422 in Transportation & Warehousing (3,299 peers)

National Distribution Service, Inc. multi-year trail

National Distribution Service, Inc.'s plans moved +23.5% in assets from 2022 to 2024; this filing shows National Distribution Service Employee Stock Ownership Plan at $24M / 33 participants.

#2,422
in Transportation & Warehousing (3,299 peers)
+2.0%
assets growth YoY

National Distribution Service Employee Stock Ownership Plan's outsized position by total assets

National Distribution Service Employee Stock Ownership Plan vs every filed plan by assets

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

$23,980,394 Top 26% higher than 74% 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

National Distribution Service 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. National Distribution Service Employee Stock Ownership Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Distribution Service Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to $343K in the plan year 2024 filing.
  • National Distribution Service Employee Stock Ownership Plan reported participants rose from 32 in the plan year 2023 filing to 33 in the plan year 2024 filing.
  • National Distribution Service Employee Stock Ownership Plan end-of-year assets rose from $24M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 431277625 · National Distribution Service, Inc. PY 2024 · ESOP

National Distribution Service Employee Stock Ownership Plan · $24M · 33 · 74th

  • VS-ST $24M
  • VS-ST 33
  • VS-ST 74th
  • VS-ST ESOP
  • VS-ST near Citizens Bank Employee Stock Ownership and Retirement Savings Plan
  • VS-ST ind #2422

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 →

National Distribution Service Employee Stock Ownership Plan in the asset neighbourhood

Jocott Brands, Inc. Employee Stock Ownership PlanJocott Brands, Inc. Employee…$24MNational Distribution Service Employee Stock Ownership PlanNational Distribution Servic…$24MCitizens Bank Employee Stock Ownership and Retirement Savings PlanCitizens Bank Employee Stock…$24MApmc Holdings, Inc. Employee Stock Ownership PlanApmc Holdings, Inc. Employee…$24MA. J. Kirkwood & Associates, Inc. Employee Stock Ownership PlanA. J. Kirkwood & Associates,…$24M
End-of-year total assets ($M) among National Distribution Service Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

National Distribution Service, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All National Distribution Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 23.490009266233187% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.4M $24M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 29 $19M
2023 1 32 $24M
2024 1 33 $24M

National Distribution Service, Inc. filing trail (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$13M
Net Income$343K
Employer EIN431277625
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

National Distribution Service Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants National Distribution Service Employee Stock Ownership Plan, Total assets ($B): 0.023980394 · Participants: 33National Distribution Service Employee Stock Ownership PlanBurns & 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
National Distribution Service Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare National Distribution Service Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Citizens Bank Employee Stock Ownership and Retirement Savings Plan in NM ($24M); by covered participants it is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 National Distribution Service Employee Stock Ownership Plan assets move in 2024? ▼
National Distribution Service Employee Stock Ownership Plan edged up modestly - up 2.0% during 2024, from $24M to $24M. Reported net income was $343K.
How have National Distribution Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Distribution Service, Inc.'s sponsor-wide assets grew 23.5%, from $19M to $24M.
Which ESOP plans are similar in size to National Distribution Service Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Citizens Bank Employee Stock Ownership and Retirement Savings Plan in NM ($24M, 90 participants).
Which ESOP plans cover a similar participant headcount to National Distribution Service Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY (33 participants, $6M 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 431277625.

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.