Other
2024 plan-year Other DOL Form 5500

C&i Engineering Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Chemical & Industrial Engineering, Inc. Β· Kentucky Β· Professional & Technical Services

What the 2023 filing shows

C&i Engineering Employee Stock Ownership Plan holds $25M for 237 participants - about $104,706 per participant, up 21.0% over the 2024 plan year.

$25M
total plan assets (2024 EOY)
237
covered participants
$104,706
avg assets per participant
+21.0%
assets growth YoY
Total Assets (2023)
$25M
Participants
237
State
Industry
Professional & Technical Services

What the Filing Says About C&i Engineering Employee Stock Ownership Plan

C&i Engineering Employee Stock Ownership Plan is a Other retirement plan sponsored by Chemical & Industrial Engineering, Inc., headquartered in Kentucky. As of the 2024 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 237 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 611034946, and the plan has been effective since 2004-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $21M at the beginning of 2024 to $25M at year-end β€” a gain of 21.0%. Net assets (after liabilities) closed the year at $25M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

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

Year Plans Participants Total Assets
2022 2 342 $55M
2023 2 396 $63M
2024 2 452 $75M

Nearby Other Plans in Kentucky

Peer Other plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the C&i Engineering Employee Stock Ownership Plan?
As of the 2024 Form 5500 filing, C&i Engineering Employee Stock Ownership Plan holds $25M in total assets with 237 participants. It is sponsored by Chemical & Industrial Engineering, Inc..
What type of plan is C&i Engineering Employee Stock Ownership Plan?
C&i Engineering Employee Stock Ownership Plan is a Other plan. It has been effective since 2004-01-01. The plan is filed with the U.S. Department of Labor under EIN 611034946.
Who sponsors the C&i Engineering Employee Stock Ownership Plan?
C&i Engineering Employee Stock Ownership Plan is sponsored by Chemical & Industrial Engineering, Inc., located in Kentucky. The sponsor's EIN is 611034946 and the plan operates in the Professional & Technical Services industry.
How did C&i Engineering Employee Stock Ownership Plan perform in 2024?
C&i Engineering Employee Stock Ownership Plan grew by 21.0% during 2024, moving from $21M to $25M in total assets. Net income was $4M.
Where can I find official filings for C&i Engineering Employee Stock Ownership Plan?
Official Form 5500 filings for C&i Engineering Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 611034946 or plan name at efast.dol.gov.
How does C&i Engineering Employee Stock Ownership Plan compare to other plans?
You can compare C&i Engineering Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 611034946.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.