ESOP · DOL Form 5500 · 2024

Cost Containment Group, Inc ESOP

Data updated 2026-08-25

$55M
Total assets Below avg plan size
36
Participants Small participant base
85th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Cost Containment Group, Inc Employee Stock Ownership Plan · Sponsored by Cost Containment Group, Inc · Florida · Finance & Insurance

$55M in assets, 36 participants

Cost Containment Group, Inc's Cost Containment Group, Inc Employee Stock Ownership Plan reported $55M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,576 in Finance & Insurance (8,549 peers)

Where Cost Containment Group, Inc Employee Stock Ownership Plan sits by assets

Cost Containment Group, Inc Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $55M for 36 participants (~$1.5M/participant), down 15.1% in 2024.

#6,576
in Finance & Insurance (8,549 peers)
-15.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cost Containment Group, Inc Employee Stock Ownership Plan's outsized position by total assets

Cost Containment Group, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$54,560,968 Top 15% higher than 85% 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

Cost Containment Group, 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. Cost Containment Group, Inc Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cost Containment Group, Inc Employee Stock Ownership Plan reported participants fell from 43 in the plan year 2023 filing to 36 in the plan year 2024 filing.
  • Cost Containment Group, Inc Employee Stock Ownership Plan end-of-year assets fell from $64M in the plan year 2023 filing to $55M in the plan year 2024 filing.
  • Cost Containment Group, Inc Employee Stock Ownership Plan reported net income fell from -$7M in the plan year 2023 filing to -$9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 203315338 · Cost Containment Group, Inc PY 2024 · ESOP

Cost Containment Group, Inc Employee Stock Ownership Plan · $55M · 36 · 85th

  • VS-ST $55M
  • BOY 36
  • SCH 85th
  • EBSA ESOP
  • PART near Central Milling Employee Stock Ownership Plan and Trust
  • TYPE ind #6576

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 Florida →

Cost Containment Group, Inc Employee Stock Ownership Plan in the asset neighbourhood

Tri Dal Employee Stock Ownership PlanTri Dal Employee Stock Owner…$55MMayville Engineering Company, Inc. Employee Stock Ownership PlanMayville Engineering Company…$55MCentral Milling Employee Stock Ownership Plan and TrustCentral Milling Employee Sto…$55MCost Containment Group, Inc Employee Stock Ownership PlanCost Containment Group, Inc …$55MBiozyme Incorporated Employee Stock Ownership PlanBiozyme Incorporated Employe…$54M
End-of-year total assets ($M) among Cost Containment Group, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$33M
Net Income-$9M
Employer EIN203315338
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cost Containment Group, Inc)

Sponsor-wide plan assets over time

All Cost Containment Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$55M 24.91556419206968% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $72.7M $54.6M ▼ -24.9%
Year Plans Participants Total Assets
2022 1 51 $73M
2023 1 43 $64M
2024 1 36 $55M

Nearby ESOP Plans in Florida

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

Cost Containment Group, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants Cost Containment Group, Inc Employee Stock Ownership Plan, Total assets ($B): 0.054560968 · Participants: 36Cost Containment Group, Inc Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Cost Containment Group, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Cost Containment Group, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Cost Containment Group, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Central Milling Employee Stock Ownership Plan and Trust in UT ($55M); by covered participants it is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Cost Containment Group, Inc Employee Stock Ownership Plan assets move in 2024? ▼
Cost Containment Group, Inc Employee Stock Ownership Plan declined sharply - down 15.1% during 2024, from $64M to $55M. Reported net income was -$9M.
How have Cost Containment Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cost Containment Group, Inc's sponsor-wide assets declined 24.9%, from $73M to $55M.
Where does Cost Containment Group, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cost Containment Group, Inc Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Cost Containment Group, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Central Milling Employee Stock Ownership Plan and Trust in UT ($55M, 110 participants).
Which ESOP plans cover a similar participant headcount to Cost Containment Group, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants, $2M 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 203315338.

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.