My Plan Facts

Arkansas › Professional, scientific and technical services › 100 to 249 participants

Form 5500 statement · plan year 1 Oct 2024 to 30 Sep 2025

Cranford Johnson Robinson Woods, Inc. Employee Stock Ownership Plan

Sponsored by Cranford Johnson Robinson Woods, Inc., Little Rock, AR

employee stock ownership plan

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$6.4Mnet assets, end of plan year−1% on the year
109participants54 active
$58,660net assets per participantsame-size median $60,185
$12,757employer contributions per active participantsame-size median $2,447

In the plan year ending 30 Sep 2025, Cranford Johnson Robinson Woods, Inc. Employee Stock Ownership Plan covered 109 participants and held $6.4M in net assets. The plan is an employee stock ownership plan sponsored by Cranford Johnson Robinson Woods, Inc. of Little Rock, Arkansas.

Net assets came to $58,660 per participant, close to the $60,185 median for defined contribution plans with 100 to 249 participants and well below the $73,951 median for defined contribution plans in professional, scientific and technical services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $689K during the year, or $12,757 per active participant against a same-size median of $2,447; participants contributed —. Benefits paid out totalled $689K.

The filing reports no service provider compensation on Schedule C. That is common where fees are paid by the employer or taken from investment returns, neither of which appears there. Administrative expenses charged to the plan were $0.

Across the filings on record, net assets went from $3.8M in 2009 to $6.4M in 2024 (up 67%), and participants from 163 to 109 (down 33%).

The independent accountant's opinion on the financial statements was unmodified (unqualified).

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DC plans
Net assets per participant$58,660$60,185$73,951$53,102
Employer contributions per active participant$12,757$2,447$3,219$2,175
Schedule C compensation per participant—$194$148$123
Schedule C compensation, share of net assets—0.32%0.22%0.26%
Administrative expenses per participant—$176$140$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), professional, scientific and technical services (9,776) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2009: $3.8M2010: $4.6M2011: $4.9M2012: $4.6M2013: $3.9M2014: $5.0M2015: $4.3M2016: $4.9M2017: $5.5M2018: $5.6M2019: $4.4M2020: $5.6M2021: $5.2M2022: $6.3M2023: $6.5M2024: $6.4M$3.8M$6.5M$6.4M20092012201620202024
Net assets at year end
2009: 1632010: 1702011: 1772012: 1372013: 1402014: 1362015: 1382016: 1332017: 1212018: 1192019: 1042020: 1192021: 1082022: 1052023: 1072024: 10916317710920092012201620202024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2024109$6.4M$58,661$689K—$0
2023107$6.5M$60,617$504K—$0
2022105$6.3M$60,143$376K—$0
2021108$5.2M$47,750$476K—$0
2020119$5.6M$46,950$483K—$0
2019104$4.4M$42,260$272K—$0
2018119$5.6M$46,950$710K—$0
2017121$5.5M$45,058$750K—$0
2016133$4.9M$36,556$560K—$0
2015138$4.3M$31,167$678K—$0
2014136$5.0M$36,419$394K—$0
2013140$3.9M$28,129$481K—$0
2012137$4.6M$33,226$225K—$0
2011177$4.9M$27,661$264K—$0
2010170$4.6M$27,059$682K—$0
2009163$3.8M$23,479$602K—$0

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$6,485,591
  • Employer contributions$688,855
  • Participant contributions—
  • Rollovers and other contributions—
  • Total contributions$688,855
  • Total income, including investment results$597,257
  • Benefits paid$688,855
  • Administrative expenses$0
  • Total expenses$688,855
  • Net income−$91,598
  • Net transfers$0
  • Net assets, end of year$6,393,993

Participants

  • Active participants54
  • Retired or separated, receiving benefits0
  • Retired or separated, entitled to future benefits54
  • Participants with account balances107
  • Total participants, end of year109

Fees and service providers

$0Schedule C compensation to organisations$0 direct · $0 indirect
—per participantsame-size median $194
—of net assetssame-size median 0.32%
$0administrative expenses charged to the plan— per participant

No service provider organisations are listed on Schedule C for this plan year.

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Employer securities$6.4M · 100.0%
  • Cash (interest and non-interest bearing)$1,457 · 0.0%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)No
  • Accounting firmForvis Mazars, LLP
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $500,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2OESOP other than a leveraged ESOP
  • 2QThe employer maintaining this ESOP is an S corporation
  • 3IPlan requiring that all or part of employer contributions be invested and held in employer securities

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 541800: Advertising & Related Services.

Similar plans in Arkansas

PlanSponsorParticipantsNet assetsPer participant
Wright, Lindsey & Jennings LLP Profit Sharing Plan and TrustWright, Lindsey & Jennings LLP137$69.6M$508,055
Many Happy Returns 401(k) PlanMovista, Inc.105$5.0M$47,584
Inuvo, Inc. 401(k) PlanInuvo, Inc.140$13.2M$94,054
Edafio Technologies, LLC 401(k) PlanEdafio Technologies, LLC156$10.5M$67,015
Cei Engineering Associates, Inc. Employee Stock Ownership PlanCei Engineering Associates, Inc.158$3.5M$22,144
The Markham Group LLC 401(k) PlanThe Markham Group LLC168$7.0M$41,506

Defined contribution plans in professional, scientific and technical services closest in size.

Questions and answers

How big is Cranford Johnson Robinson Woods, Inc. Employee Stock Ownership Plan?

109 participants at the end of the plan year ending 30 Sep 2025, of whom 54 were active employees, with net assets of $6,393,993. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.

What does Cranford Johnson Robinson Woods, Inc. contribute per participant?

The filing reports $688,855 in employer contributions for the year, which is $12,757 per active participant; the median for plans of the same type and size was $2,447 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports no provider compensation for the year. Administrative expenses on Schedule H were $0. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Cranford Johnson Robinson Woods, Inc.. The financial statements were audited by Forvis Mazars, LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Oct 2024 to 30 Sep 2025, received by the Department of Labor on 15 Jul 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 71-0334812, plan 002, received 15 Jul 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.