ESOP · DOL Form 5500 · 2024

Ferrell Companies, Inc. ESOP

Data updated 2026-08-25

$76M
Total assets Below avg plan size
3,666
Participants Above avg headcount
88th
Percentile by assets National rank
$20,829
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ferrell Companies, Inc. Employee Stock Ownership Plan · Sponsored by Ferrell Companies, Inc. · Missouri · Management of Enterprises

$76M in assets, 3,666 participants

Ferrell Companies, Inc.'s Ferrell Companies, Inc. Employee Stock Ownership Plan reported $76M in total assets and 3,666 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #831 in Management of Enterprises (1,133 peers)

Coverage in Missouri

Ferrell Companies, Inc. Employee Stock Ownership Plan covers 3,666 participants in Missouri, 5.0x the typical Missouri plan (state average ~737 per filing). Assets: $76M.

#831
in Management of Enterprises (1,133 peers)
+2.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Ferrell Companies, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ferrell Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$76,358,494 Top 12% higher than 88% 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

Ferrell Companies, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ferrell Companies, Inc. Employee Stock Ownership Plan lands in the large band (3,666 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ferrell Companies, Inc. Employee Stock Ownership Plan reported net income fell from $18M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Ferrell Companies, Inc. Employee Stock Ownership Plan reported participants rose from 3,453 in the plan year 2023 filing to 3,666 in the plan year 2024 filing.
  • Ferrell Companies, Inc. Employee Stock Ownership Plan end-of-year assets rose from $75M in the plan year 2023 filing to $76M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 431688741 · Ferrell Companies, Inc. PY 2024 · ESOP

Ferrell Companies, Inc. Employee Stock Ownership Plan · $76M · 3,666 · 88th

  • EBSA $76M
  • EBSA 3,666
  • EBSA 88th
  • EBSA ESOP
  • EBSA near Hall Contracting of Kentucky, Inc. Employee Stock Ownership Plan
  • EBSA ind #831

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 Missouri →

Ferrell Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Icr Inc. Employee Stock Ownership PlanIcr Inc. Employee Stock Owne…$77MBulab Employee Stock Ownership PlanBulab Employee Stock Ownersh…$77MSrf Consulting Group, Inc. Employee Stock Ownership PlanSrf Consulting Group, Inc. E…$77MHall Contracting of Kentucky, Inc. Employee Stock Ownership PlanHall Contracting of Kentucky…$77MFerrell Companies, Inc. Employee Stock Ownership PlanFerrell Companies, Inc. Empl…$76M
End-of-year total assets ($M) among Ferrell Companies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)-$43M
Net Income$14M
Employer EIN431688741
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ferrell Companies, Inc.)

Sponsor-wide plan assets over time

All Ferrell Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$328M 19.288253426121383% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $275M $328M ▲ +19.3%
Year Plans Participants Total Assets
2022 2 7,738 $275M
2023 2 8,148 $307M
2024 2 8,119 $328M

Nearby ESOP Plans in Missouri

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

Ferrell Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20246 Total assets ($B) Participants Ferrell Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.076358494 · Participants: 3666Ferrell Companies, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Ferrell Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Ferrell Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ferrell Companies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Hall Contracting of Kentucky, Inc. Employee Stock Ownership Plan in KY ($77M); by covered participants it is Acadian Ambulance Service, Inc. Employee Stock Ownership Plan in LA (3,705 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,666 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 Ferrell Companies, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Ferrell Companies, Inc. Employee Stock Ownership Plan edged up modestly - up 2.2% during 2024, from $75M to $76M. Reported net income was $14M.
How have Ferrell Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ferrell Companies, Inc.'s sponsor-wide assets grew 19.3%, from $275M to $328M.
Where does Ferrell Companies, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ferrell Companies, Inc. Employee Stock Ownership Plan ranks in the 88th 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 Ferrell Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hall Contracting of Kentucky, Inc. Employee Stock Ownership Plan in KY ($77M, 150 participants).
Which ESOP plans cover a similar participant headcount to Ferrell Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Acadian Ambulance Service, Inc. Employee Stock Ownership Plan in LA (3,705 participants, $528M 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 431688741.

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.