ESOP · DOL Form 5500 · 2024

Cecil W Powell and Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
39
Participants Small participant base
30th
Percentile by assets National rank
$51,856
Avg per participant Low balance/head
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Official DOL plan name: Cecil W Powell & Company Employee Stock Ownership Plan · Sponsored by Cecil W Powell and Company · Florida · Finance & Insurance

$2M in assets, 39 participants

Cecil W Powell and Company's Cecil W Powell & Company Employee Stock Ownership Plan reported $2M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,594 in Finance & Insurance (8,549 peers)

2024 asset change

Cecil W Powell & Company Employee Stock Ownership Plan pulled back noticeably 12.5% in 2024 ($2M → $2M) for 39 participants.

#1,594
in Finance & Insurance (8,549 peers)
-12.5%
assets change YoY

The plan reported a net loss of $290K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cecil W Powell & Company Employee Stock Ownership Plan among the smaller filed plans by assets

Cecil W Powell & Company Employee Stock Ownership Plan vs every filed plan by assets

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

$2,022,376 30th percentile higher than 30% 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

Cecil W Powell & Company 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. Cecil W Powell & Company Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cecil W Powell & Company Employee Stock Ownership Plan reported net income fell from $146K in the plan year 2023 filing to -$290K in the plan year 2024 filing.
  • Cecil W Powell & Company Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Cecil W Powell & Company Employee Stock Ownership Plan reported participants rose from 37 in the plan year 2023 filing to 39 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 591095765 · Cecil W Powell and Company PY 2024 · ESOP

Cecil W Powell & Company Employee Stock Ownership Plan · $2M · 39 · 30th

  • RANK $2M
  • RANK 39
  • RANK 30th
  • RANK ESOP
  • RANK near Century-Centech Holding Co. Employee Stock Ownership Plan
  • RANK ind #1594

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 →

Cecil W Powell & Company Employee Stock Ownership Plan in the asset neighbourhood

Lake Foods, Inc. Employee Stock Ownership PlanLake Foods, Inc. Employee St…$2MCecil W Powell & Company Employee Stock Ownership PlanCecil W Powell & Company Emp…$2MCentury-Centech Holding Co. Employee Stock Ownership PlanCentury-Centech Holding Co. …$2MHale Farms, Inc. Employee Stock Ownership PlanHale Farms, Inc. Employee St…$2MChannel Islands Roofing, Inc. Employee Stock Ownership PlanChannel Islands Roofing, Inc…$2M
End-of-year total assets ($M) among Cecil W Powell & Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Cecil W Powell and Company years around the 2024 move

Sponsor-wide plan assets over time

All Cecil W Powell and Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.6479074001244465% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M$2.4M 202220232024 $2.17M $2.02M ▼ -6.9%
Year Plans Participants Total Assets
2022 1 37 $2M
2023 1 37 $2M
2024 1 39 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$290K
Employer EIN591095765
Plan Effective Date1982-06-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Cecil W Powell & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Cecil W Powell & Company Employee Stock Ownership Plan, Total assets ($B): 0.002022376 · Participants: 39Cecil W Powell & Company 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
Cecil W Powell & Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Cecil W Powell & Company Employee Stock Ownership Plan side-by-side with 3 peers →

Cecil W Powell & Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Century-Centech Holding Co. Employee Stock Ownership Plan in IL ($2M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Cecil W Powell & Company Employee Stock Ownership Plan assets move in 2024? ▼
Cecil W Powell & Company Employee Stock Ownership Plan pulled back noticeably - down 12.5% during 2024, from $2M to $2M. Reported net income was -$290K.
How have Cecil W Powell and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cecil W Powell and Company's sponsor-wide assets declined 6.6%, from $2M to $2M.
Which ESOP plans are similar in size to Cecil W Powell & Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Century-Centech Holding Co. Employee Stock Ownership Plan in IL ($2M, 30 participants).
Which ESOP plans cover a similar participant headcount to Cecil W Powell & Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (39 participants, $1M 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 591095765.

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.