ESOP · DOL Form 5500 · 2024

Cvm Affiliates, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
26
Participants Small participant base
39th
Percentile by assets National rank
$160,815
Avg per participant Above avg balance/head
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Official DOL plan name: Cvm Affiliates, Inc. Employee Stock Ownership Plan · Sponsored by Cvm Affiliates, Inc. · Pennsylvania · Professional & Technical Services

$4M in assets, 26 participants

Cvm Affiliates, Inc.'s Cvm Affiliates, Inc. Employee Stock Ownership Plan reported $4M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,302 in Professional & Technical Services (20,173 peers)

Cvm Affiliates, Inc. multi-year trail

Cvm Affiliates, Inc.'s plans moved +497.3% in assets from 2022 to 2024; this filing shows Cvm Affiliates, Inc. Employee Stock Ownership Plan at $4M / 26 participants.

#7,302
in Professional & Technical Services (20,173 peers)
+1354.3%
assets growth YoY

Cvm Affiliates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Cvm Affiliates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,181,200 39th percentile higher than 39% 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

Cvm Affiliates, Inc. 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. Cvm Affiliates, Inc. Employee Stock Ownership Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cvm Affiliates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $288K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Cvm Affiliates, Inc. Employee Stock Ownership Plan reported net income rose from -$388K in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Cvm Affiliates, Inc. Employee Stock Ownership Plan reported participants fell from 28 in the plan year 2023 filing to 26 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 203882363 · Cvm Affiliates, Inc. PY 2024 · ESOP

Cvm Affiliates, Inc. Employee Stock Ownership Plan · $4M · 26 · 39th

  • RANK $4M
  • RANK 26
  • RANK 39th
  • RANK ESOP
  • RANK near Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust
  • RANK ind #7302

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 Pennsylvania →

Cvm Affiliates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cvm Affiliates, Inc. Employee Stock Ownership PlanCvm Affiliates, Inc. Employe…$4MSpreuer & Son, Inc. Employee Stock Ownership Plan and TrustSpreuer & Son, Inc. Employee…$4MOff Road Equipment Parts, Inc. Employee Stock Ownership PlanOff Road Equipment Parts, In…$4MBennett Partners Employee Stock Ownership PlanBennett Partners Employee St…$4MFirst Seacoast Bank Employee Stock Ownership PlanFirst Seacoast Bank Employee…$4M
End-of-year total assets ($M) among Cvm Affiliates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Cvm Affiliates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cvm Affiliates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 497.31428571428575% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $0.7M $4.18M ▲ +497.1%
Year Plans Participants Total Assets
2022 1 35 $700K
2023 1 28 $288K
2024 1 26 $4M

Cvm Affiliates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$288K
Net Assets (End of Year)$4M
Net Income$4M
Employer EIN203882363
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Cvm Affiliates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Cvm Affiliates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0041812 · Participants: 26Cvm Affiliates, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Cvm Affiliates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Cvm Affiliates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust in IN ($4M); by covered participants it is ESOP for Employees of Panhandle First Bank in OK (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Cvm Affiliates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Cvm Affiliates, Inc. Employee Stock Ownership Plan surged - up 1354.3% during 2024, from $288K to $4M. Reported net income was $4M.
How have Cvm Affiliates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cvm Affiliates, Inc.'s sponsor-wide assets grew 497.3%, from $700K to $4M.
Which ESOP plans are similar in size to Cvm Affiliates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Spreuer & Son, Inc. Employee Stock Ownership Plan and Trust in IN ($4M, 23 participants).
Which ESOP plans cover a similar participant headcount to Cvm Affiliates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is ESOP for Employees of Panhandle First Bank in OK (26 participants, $3M 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 203882363.

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.