ESOP · DOL Form 5500 · 2024

Cfd Research Corporation ESOP

Data updated 2026-08-25

$59M
Total assets Below avg plan size
249
Participants Below avg headcount
86th
Percentile by assets National rank
$237,232
Avg per participant Above avg balance/head
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Official DOL plan name: Cfd Research Corporation Employee Stock Ownership Plan · Sponsored by Cfd Research Corporation · Alabama · Professional & Technical Services

$59M in assets, 249 participants

Cfd Research Corporation's Cfd Research Corporation Employee Stock Ownership Plan reported $59M in total assets and 249 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,510 in Professional & Technical Services (20,173 peers)

Where Cfd Research Corporation Employee Stock Ownership Plan sits by assets

Cfd Research Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $59M for 249 participants (~$237,232/participant), up 33.2% in 2024.

#17,510
in Professional & Technical Services (20,173 peers)
+33.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Cfd Research Corporation Employee Stock Ownership Plan's outsized position by total assets

Cfd Research Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$59,070,741 Top 14% higher than 86% 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

Cfd Research Corporation Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cfd Research Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cfd Research Corporation Employee Stock Ownership Plan reported net income rose from $6M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Cfd Research Corporation Employee Stock Ownership Plan end-of-year assets rose from $44M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Cfd Research Corporation Employee Stock Ownership Plan reported participants rose from 208 in the plan year 2023 filing to 249 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 630944385 · Cfd Research Corporation PY 2024 · ESOP

Cfd Research Corporation Employee Stock Ownership Plan · $59M · 249 · 86th

  • 5500 $59M
  • ASSETS 249
  • PCT 86th
  • EIN ESOP
  • RANK near Churchill Holdings, Inc. Employee Stock Ownership Plan
  • PHOTO ind #17510

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 Alabama →

Cfd Research Corporation Employee Stock Ownership Plan in the asset neighbourhood

Premier System Integrators, Inc. Employee Stock Ownership PlanPremier System Integrators, …$59MKapur & Associates, Inc. Employee Stock Ownership PlanKapur & Associates, Inc. Emp…$59MCfd Research Corporation Employee Stock Ownership PlanCfd Research Corporation Emp…$59MChurchill Holdings, Inc. Employee Stock Ownership PlanChurchill Holdings, Inc. Emp…$59MXtekinc Employee Stock Ownership PlanXtekinc Employee Stock Owner…$59M
End-of-year total assets ($M) among Cfd Research Corporation 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)$44M
Net Assets (End of Year)$45M
Net Income$15M
Employer EIN630944385
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cfd Research Corporation)

Sponsor-wide plan assets over time

All Cfd Research Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$99M 86.808770928932% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $53M $98.9M ▲ +86.8%
Year Plans Participants Total Assets
2022 2 315 $53M
2023 2 416 $80M
2024 2 499 $99M

Nearby ESOP Plans in Alabama

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

Cfd Research Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0200400600 Total assets ($M) Participants Cfd Research Corporation Employee Stock Ownership Plan, Total assets ($M): 59.070741 · Participants: 249Cfd Research Corporation Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 515.369863 · Participants: 1644Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 242.741411 · Participants: 298Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 224.790459 · Participants: 125Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 194.917315 · Participants: 1041Radiance Technologies, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries, Total assets ($M): 181.843353 · Participants: 958Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries
Cfd Research Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Cfd Research Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Cfd Research Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Churchill Holdings, Inc. Employee Stock Ownership Plan in TN ($59M); by covered participants it is Miller Paint Co., Inc. Employee Stock Ownership Plan in OR (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Cfd Research Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Cfd Research Corporation Employee Stock Ownership Plan surged - up 33.2% during 2024, from $44M to $59M. Reported net income was $15M.
How have Cfd Research Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cfd Research Corporation's sponsor-wide assets grew 86.8%, from $53M to $99M.
Where does Cfd Research Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cfd Research Corporation Employee Stock Ownership Plan ranks in the 86th 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 Cfd Research Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Churchill Holdings, Inc. Employee Stock Ownership Plan in TN ($59M, 387 participants).
Which ESOP plans cover a similar participant headcount to Cfd Research Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Miller Paint Co., Inc. Employee Stock Ownership Plan in OR (249 participants, $28M 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 630944385.

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.