Plan Ledger DOL Form 5500 · updated monthly

The Cmi Group, Inc.ESOP

THE CMI GROUP, INC EMPLOYEE STOCK OWNERSHIP PLAN · COPPELL, TX · plan year 2022

Employer contribution per participant · 2022
$5,497

The Cmi Group, Inc.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $10,863,520 across 431 participant accounts, with employer contributions averaging $5,497 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio rose from 0.02% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (2,943rd of 5,688), and the 955th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$10,863,520
Participants with balances431
Active participants195
Employer contributions$1,071,865
Employee contributions—
Employer contribution per active participant$5,497
Average account balance$25,205
Benefits paid to participants$1,079,242
Plan auditUnmodified (clean) audit opinion
AuditorTURNER, STONE & COMPANY, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$1.6M · 420 accts
2024$1.5M · 420 accts
2023$5.7M · 409 accts · $591K emplr
2022$10.9M · 431 accts · $1.1M emplr
Employer contributions to the The Cmi Group, Inc. plan · 2022
Employer contribution per active participant$5,497
Median for plans this size$2,266
2023$2,777 per active participant
2022$5,497 per active participant

The Cmi Group, Inc.'s 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history4
2025$1,640 · 0.10%
2024$577 · 0.02%
2023Not separately reported
2022Not separately reported
All plans at this employer2
THE CMI GROUP, INC. 401(K) PROFIT SHARING PLAN401(k)
THE CMI GROUP, INC EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 752813139 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.