ESOP · DOL Form 5500 · 2022

Crown Enterprises, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
99
Participants Small participant base
76th
Percentile by assets National rank
$186,667
Avg per participant Above avg balance/head
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Official DOL plan name: Crown Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Crown Enterprises, Inc. · Montana · Retail Trade

$18M in assets, 99 participants

Crown Enterprises, Inc.'s Crown Enterprises, Inc. Employee Stock Ownership Plan reported $18M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #8,138 in Retail Trade (9,519 peers)

Where Crown Enterprises, Inc. Employee Stock Ownership Plan sits by assets

Crown Enterprises, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $18M for 99 participants (~$186,667/participant), up 29.6% in 2022.

#8,138
in Retail Trade (9,519 peers)
+29.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Crown Enterprises, Inc. Employee Stock Ownership Plan's outsized position by total assets

Crown Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,480,000 Top 24% higher than 76% of 139,123 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 2022

Crown Enterprises, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crown Enterprises, Inc. Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.

DOL schedule card

Filing strip 810304838 · Crown Enterprises, Inc. PY 2022 · ESOP

Crown Enterprises, Inc. Employee Stock Ownership Plan · $18M · 99 · 76th

  • ASSETS $18M
  • PCT 99
  • EIN 76th
  • RANK ESOP
  • PHOTO near Unicast Company Employee Stock Ownership Plan
  • IND ind #8138

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 Montana →

Crown Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Trust Company of Vermont Employee Stock Ownership PlanTrust Company of Vermont Emp…$19MCrown Enterprises, Inc. Employee Stock Ownership PlanCrown Enterprises, Inc. Empl…$18MUnicast Company Employee Stock Ownership PlanUnicast Company Employee Sto…$18MOlsson Roofing Company, Inc. Employee Stock Ownership PlanOlsson Roofing Company, Inc.…$18MMiller Paint Co., Inc. Employee Stock Ownership PlanMiller Paint Co., Inc. Emplo…$18M
End-of-year total assets ($M) among Crown Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN810304838
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Crown Enterprises, Inc.)

Sponsor-wide plan assets over time

All Crown Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 5.958333333333334% vs 2022
2024 filing year
$18M$18.5M$19M$19.5M$20M 202220232024 $18.5M $19.6M ▲ +6.0%
Year Plans Participants Total Assets
2022 1 99 $18M
2023 1 96 $19M
2024 1 112 $20M

Nearby ESOP Plans in Montana

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

Crown Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Crown Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 18.48 · Participants: 99Crown Enterprises, Inc. Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and Trust, Total assets ($M): 436.286144 · Participants: 800Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and TrustD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 118.950259 · Participants: 1368D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 70.363373 · Participants: 666Electrical Consultants, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 65.173097 · Participants: 274Morrison-Maierle, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 64.690755 · Participants: 318Sletten, Inc. Employee Stock Ownership Plan
Crown Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
Compare Crown Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Montana, the nearest ESOP by assets is Unicast Company Employee Stock Ownership Plan in PA ($18M); by covered participants it is The Motz Corporation Employee Stock Ownership Plan in OH (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Crown Enterprises, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Crown Enterprises, Inc. Employee Stock Ownership Plan grew sharply - up 29.6% during 2022, from $14M to $18M. Reported net income was $4M.
How have Crown Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crown Enterprises, Inc.'s sponsor-wide assets grew 6.0%, from $18M to $20M.
Where does Crown Enterprises, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Crown Enterprises, Inc. Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Crown Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Unicast Company Employee Stock Ownership Plan in PA ($18M, 44 participants).
Which ESOP plans cover a similar participant headcount to Crown Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Motz Corporation Employee Stock Ownership Plan in OH (99 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810304838.

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.