ESOP · DOL Form 5500 · 2024

Chemical & Industrial Engineering, Inc. ESOP

Data updated 2026-08-11

$25M
Total assets
237
Participants
74th
Percentile by assets
$104,706
Avg per participant
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Official DOL plan name: C&i Engineering Employee Stock Ownership Plan · Sponsored by Chemical & Industrial Engineering, Inc. · Kentucky · Professional & Technical Services

$25M in assets, 237 participants

Chemical & Industrial Engineering, Inc.'s C&i Engineering Employee Stock Ownership Plan reported $25M in total assets and 237 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)
  • #14,913 in Professional & Technical Services (20,173 peers)

Coverage in Kentucky

C&i Engineering Employee Stock Ownership Plan covers 237 participants in Kentucky, about 37% of the average Kentucky filer (state average ~647 per filing). Assets: $25M.

$25M
total plan assets (2024 EOY)
237
covered participants
74th
percentile by assets (of 123,622 plans)
$104,706
avg assets per participant

Where C&i Engineering Employee Stock Ownership Plan sits by total assets

C&i Engineering Employee Stock Ownership Plan vs every filed plan by assets

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

$24,815,368 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

  • C&i Engineering Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • C&i Engineering Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • C&i Engineering Employee Stock Ownership Plan reported participants rose from 212 in the plan year 2023 filing to 237 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. C&i Engineering Employee Stock Ownership Plan reports 237 participants - about 37% of that state average ($25M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN611034946
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chemical & Industrial Engineering, Inc.)

$50M$60M$70M$80M 202220232024 $54.6M $75.3M ▲ +38.1%
Total plan assets by year, all Chemical & Industrial Engineering, Inc. plans on file
Year Plans Participants Total Assets
2022 2 342 $55M
2023 2 396 $63M
2024 2 452 $75M

Nearby ESOP Plans in Kentucky

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

C&i Engineering Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants C&i Engineering Empl…, Total assets ($B): 0.024815368 · Participants: 237C&i Engineering Empl…Houchens Industries,…, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries,…Gray, Inc. Employee …, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee …Stock Yards Bank & T…, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & T…Interstate Personnel…, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel…H & R Agri-Power Emp…, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Emp…
C&i Engineering Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to C&i Engineering Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did C&i Engineering Employee Stock Ownership Plan assets move in 2024?
C&i Engineering Employee Stock Ownership Plan grew sharply - up 21.0% during 2024, from $21M to $25M. Reported net income was $4M.
How have Chemical & Industrial Engineering, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Chemical & Industrial Engineering, Inc.'s sponsor-wide assets grew 38.1%, from $55M to $75M.
Which ESOP plans are similar in size to C&i Engineering Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Karl's Inc Employee Stock Ownership Plan and Trust in SD ($25M, 293 participants).

Next read for C&i Engineering Employee Stock Ownership…

Filing takeaways

Ways to act on C&i Engineering Employee Stock Ownership Plan's numbers.