ESOP · DOL Form 5500 · 2022
Mccreary Modern, Inc. ESOP
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 687
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $90,085
- Avg per participant Below avg balance/head
Official DOL plan name: Mccreary Modern, Inc. Employee Stock Ownership Plan · Sponsored by Mccreary Modern, Inc. · North Carolina · Manufacturing
$62M in assets, 687 participants
Mccreary Modern, Inc.'s Mccreary Modern, Inc. Employee Stock Ownership Plan reported $62M in total assets and 687 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #17,442 in Manufacturing (20,602 peers)
Where Mccreary Modern, Inc. Employee Stock Ownership Plan sits by assets
Mccreary Modern, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $62M for 687 participants (~$90,085/participant), up 20.0% in 2022.
- #17,442
- in Manufacturing (20,602 peers)
- +20.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Mccreary Modern, Inc. Employee Stock Ownership Plan's outsized position by total assets
Mccreary Modern, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$61,888,397 Top 10% higher than 90% 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
Mccreary Modern, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mccreary Modern, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (687 participants).
EBSA filing schedule strip
Filing strip 561497443 · Mccreary Modern, Inc. PY 2022 · ESOP
Mccreary Modern, Inc. Employee Stock Ownership Plan · $62M · 687 · 90th
- PART $62M
- PART 687
- PART 90th
- PART ESOP
- PART near Employee Stock Ownership Plan of Vita Plus
- PART ind #17442
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 North Carolina →
Mccreary Modern, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $10M |
| Employer EIN | 561497443 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mccreary Modern, Inc.)
Sponsor-wide plan assets over time
All Mccreary Modern, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $133M 37.53688649550801% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,547 | $97M |
| 2023 | 2 | 1,563 | $118M |
| 2024 | 2 | 1,503 | $133M |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Old Dominion 401(k) Retirement Plan $1.8B · 24,080
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,322
- State Utility Contractors, Inc. Employee Stock Ownership Plan $82M · 147
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $78M · 250
- Mckim & Creed, Inc. Employee Stock Ownership Plan $72M · 790
Mccreary Modern, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is Employee Stock Ownership Plan of Vita Plus in WI ($62M); by covered participants it is Fishback Financial Corporation Employee Stock Ownership Plan in SD (688 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
- Employee Stock Ownership Plan of Vita Plus (WI) $62M · 417
- Wiginton Corporation ESOP (FL) $62M · 423
- Pittsburg Tank & Tower Group, Inc. Employee Stock Ownership Plan (KY) $62M · 335
- Teichert, Inc. Stock Bonus Plan (CA) $62M · 703
Similar participant headcount
Nearest other-state filings by covered participants (687 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.