ESOP · DOL Form 5500 · 2022

Cramer & Associates, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
128
Participants Small participant base
81st
Percentile by assets National rank
$198,014
Avg per participant Above avg balance/head
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Official DOL plan name: Cramer & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Cramer & Associates, Inc. · Iowa · Construction

$25M in assets, 128 participants

Cramer & Associates, Inc.'s Cramer & Associates, Inc. Employee Stock Ownership Plan reported $25M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,925 in Construction (9,927 peers)

Coverage in Iowa

Cramer & Associates, Inc. Employee Stock Ownership Plan covers 128 participants in Iowa, about 21% of the average Iowa filer (state average ~609 per filing). Assets: $25M.

#7,925
in Construction (9,927 peers)
+0.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cramer & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Cramer & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$25,345,737 Top 19% higher than 81% 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

Cramer & Associates, 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. Cramer & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (128 participants).

Form 5500 schedule snapshot

Filing strip 421102408 · Cramer & Associates, Inc. PY 2022 · ESOP

Cramer & Associates, Inc. Employee Stock Ownership Plan · $25M · 128 · 81st

  • ASSETS $25M
  • PCT 128
  • EIN 81st
  • RANK ESOP
  • PHOTO near Stars Behavioral Health Group Holding Company Employee Stock Ownership Plan
  • IND ind #7925

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 Iowa →

Cramer & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cramer & Associates, Inc. Employee Stock Ownership PlanCramer & Associates, Inc. Em…$25MStars Behavioral Health Group Holding Company Employee Stock Ownership PlanStars Behavioral Health Grou…$25MHart Howerton Employee Stock Ownership PlanHart Howerton Employee Stock…$25MSonny Merryman, Inc. Employee Stock Ownership Plan and TrustSonny Merryman, Inc. Employe…$25MTranshumance Employee Stock Ownership PlanTranshumance Employee Stock …$25M
End-of-year total assets ($M) among Cramer & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$25M
Net Income$159K
Employer EIN421102408
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cramer & Associates, Inc.)

Sponsor-wide plan assets over time

All Cramer & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 26.374238003021965% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.4M $32M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 128 $25M
2023 1 117 $28M
2024 1 113 $32M

Nearby ESOP Plans in Iowa

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

Cramer & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0100020003000 -2000200400600800 Total assets ($M) Participants Cramer & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.345737 · Participants: 128Cramer & Associates, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Cramer & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants

Cramer & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Stars Behavioral Health Group Holding Company Employee Stock Ownership Plan in CA ($25M); by covered participants it is Electric Supply Employee Stock Ownership Plan in FL (128 participants). Same-state nearby plans are listed separately above.

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 Cramer & Associates, Inc. Employee Stock Ownership Plan assets move in 2022?
Cramer & Associates, Inc. Employee Stock Ownership Plan held essentially flat - up 0.6% during 2022, from $25M to $25M. Reported net income was $159K.
How have Cramer & Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cramer & Associates, Inc.'s sponsor-wide assets grew 26.4%, from $25M to $32M.
Where does Cramer & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Cramer & Associates, Inc. Employee Stock Ownership Plan ranks in the 81st 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 Cramer & Associates, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Stars Behavioral Health Group Holding Company Employee Stock Ownership Plan in CA ($25M, 1,532 participants).
Which ESOP plans cover a similar participant headcount to Cramer & Associates, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Electric Supply Employee Stock Ownership Plan in FL (128 participants, $2M in assets).