ESOP · DOL Form 5500 · 2022

Collective Measures, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
82
Participants Small participant base
79th
Percentile by assets National rank
$284,607
Avg per participant High balance/head
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Official DOL plan name: Nina Hale, Inc. Employee Stock Ownership Plan · Sponsored by Collective Measures, Inc. · Minnesota · Professional & Technical Services

$23M in assets, 82 participants

Collective Measures, Inc.'s Nina Hale, Inc. Employee Stock Ownership Plan reported $23M in total assets and 82 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,210 in Professional & Technical Services (21,562 peers)

Where Nina Hale, Inc. Employee Stock Ownership Plan sits by assets

Nina Hale, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $23M for 82 participants (~$284,607/participant), up 40.0% in 2022.

#17,210
in Professional & Technical Services (21,562 peers)
+40.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Nina Hale, Inc. Employee Stock Ownership Plan's outsized position by total assets

Nina Hale, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$23,337,756 Top 21% higher than 79% 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

Nina Hale, 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. Nina Hale, Inc. Employee Stock Ownership Plan is a small filing (82 participants) on this national headcount ladder.

DOL schedule card

Filing strip 208508247 · Collective Measures, Inc. PY 2022 · ESOP

Nina Hale, Inc. Employee Stock Ownership Plan · $23M · 82 · 79th

  • IND $23M
  • EOY 82
  • 5500 79th
  • ASSETS ESOP
  • PCT near Allied Motion Technologies Inc. Employees' Stock Ownership Plan
  • EIN ind #17210

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 Minnesota →

Nina Hale, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Eder Flag Manufacturing Co., Inc. Employee Stock Ownership PlanEder Flag Manufacturing Co.,…$23MAllied Motion Technologies Inc. Employees' Stock Ownership PlanAllied Motion Technologies I…$23MPacific Coast Ingredients Employee Stock Ownership PlanPacific Coast Ingredients Em…$23MNina Hale, Inc. Employee Stock Ownership PlanNina Hale, Inc. Employee Sto…$23MCameron Tool Corporation Employee Stock Ownership PlanCameron Tool Corporation Emp…$23M
End-of-year total assets ($M) among Nina Hale, 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)$17M
Net Assets (End of Year)$23M
Net Income$7M
Employer EIN208508247
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Collective Measures, Inc.)

Sponsor-wide plan assets over time

All Collective Measures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 44.8670386304493% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.3M $33.8M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 82 $23M
2023 1 76 $30M
2024 1 88 $34M

Nearby ESOP Plans in Minnesota

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

Nina Hale, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Nina Hale, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.337756 · Participants: 82Nina Hale, Inc. Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Nina Hale, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Nina Hale, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Allied Motion Technologies Inc. Employees' Stock Ownership Plan in NY ($23M); by covered participants it is Cox & Company, Inc. Stock Bonus Plan and Employee Stock Ownership Plan in NY (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Nina Hale, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Nina Hale, Inc. Employee Stock Ownership Plan surged - up 40.0% during 2022, from $17M to $23M. Reported net income was $7M.
How have Collective Measures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Collective Measures, Inc.'s sponsor-wide assets grew 44.9%, from $23M to $34M.
Where does Nina Hale, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Nina Hale, Inc. Employee Stock Ownership Plan ranks in the 79th 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 Nina Hale, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Allied Motion Technologies Inc. Employees' Stock Ownership Plan in NY ($23M, 689 participants).
Which ESOP plans cover a similar participant headcount to Nina Hale, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cox & Company, Inc. Stock Bonus Plan and Employee Stock Ownership Plan in NY (82 participants, N/A 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 208508247.

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.