ESOP · DOL Form 5500 · 2024

National Distribution Service, Inc. ESOP

Data updated 2026-08-11

$24M
Total assets
33
Participants
74th
Percentile by assets
$726,679
Avg per participant
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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.

  • 74th percentile by assets (of 123,622 plans)
  • #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.

$24M
total plan assets (2024 EOY)
33
covered participants
74th
percentile by assets (of 123,622 plans)
$726,679
avg assets per participant

Where National Distribution Service Employee Stock Ownership Plan sits 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 $2,010,000,000 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

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 →

State
Missouri
Industry
Transportation & Warehousing

National Distribution Service, Inc. across 3 plan years on file

Across the 3 plan years National Distribution Service, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $19M to $24M, a gain of 23.5%, while reported participants moved from 29 to 33 (+13.8%). Peak year by sponsor assets: 2024 ($24M); trough: 2022 ($19M).

National Distribution Service, Inc. multi-year asset trail

$18M$20M$22M$24M$26M 202220232024 $19.4M $24M ▲ +23.5%
Total plan assets by year, all National Distribution Service, Inc. plans on file
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 ($B) Participants National Distributio…, Total assets ($B): 0.023980394 · Participants: 33National Distributio…Burns & Mcdonnell, I…, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, I…Mccarthy Employee St…, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee St…Je Dunn Employee Sto…, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Sto…Arco DB Companies, I…, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, I…Emery Sapp Employee …, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee …
National Distribution Service Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare National Distribution Service Employee S… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to National Distribution Service Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for National Distribution Service Employee S…

Multi-year trail

Ways to act on National Distribution Service Employee Stock Ownership Plan's numbers.

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.