ESOP · DOL Form 5500 · 2022
The Caldwell Group, Inc. ESOP
Data updated 2026-08-25
- $855K
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $9,198
- Avg per participant Low balance/head
Official DOL plan name: Caldwell Group Employee Stock Ownership Plan · Sponsored by The Caldwell Group, Inc. · Illinois · Manufacturing
$855K in assets, 93 participants
The Caldwell Group, Inc.'s Caldwell Group Employee Stock Ownership Plan reported $855K in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #2,139 in Manufacturing (20,602 peers)
2022 asset change
Caldwell Group Employee Stock Ownership Plan contracted severely 44.9% in 2022 ($2M → $855K) for 93 participants.
- #2,139
- in Manufacturing (20,602 peers)
- -44.9%
- assets change YoY
The plan reported a net loss of $698K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Caldwell Group Employee Stock Ownership Plan among the smaller filed plans by assets
Caldwell Group Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$855,428 23rd percentile higher than 23% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Caldwell Group 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. Caldwell Group Employee Stock Ownership Plan is a small filing (93 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 362896884 · The Caldwell Group, Inc. PY 2022 · ESOP
Caldwell Group Employee Stock Ownership Plan · $855K · 93 · 23rd
- ASSETS $855K
- PCT 93
- EIN 23rd
- RANK ESOP
- PHOTO near Delta Development Group, Inc. Employee Stock Ownership Plan
- IND ind #2139
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 Illinois →
Caldwell Group Employee Stock Ownership Plan in the asset neighbourhood
The Caldwell Group, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All The Caldwell Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 214 | $5M |
| 2023 | 1 | 78 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $855K |
| Net Income | -$698K |
| Employer EIN | 362896884 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Ori 401(k) Savings and Profit Sharing Plan $1.7B · 10,023
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Scot Forge Company Employee Stock Ownership Plan $970M · 495
- Rli Corp. Employee Stock Ownership Plan $342M · 826
Caldwell Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Delta Development Group, Inc. Employee Stock Ownership Plan in PA ($856K); by covered participants it is Career Strategies, Inc. Employee Stock Ownership Plan in TX (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($855K here).
Similar participant headcount
Nearest other-state filings by covered participants (93 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.