401(k) · DOL Form 5500 · 2022

Craig-Hallum Capital Group LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
95
Participants Small participant base
85th
Percentile by assets National rank
$390,402
Avg per participant High balance/head
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Official DOL plan name: Craig-Hallum Capital Group LLC 401(k) Plan · Sponsored by Craig-Hallum Capital Group LLC · Minnesota · Finance & Insurance

$37M in assets, 95 participants

Craig-Hallum Capital Group LLC's Craig-Hallum Capital Group LLC 401(k) Plan reported $37M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,051 in Finance & Insurance (9,261 peers)

Where Craig-Hallum Capital Group LLC 401(k) Plan sits by assets

Craig-Hallum Capital Group LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 95 participants (~$390,402/participant), down 19.8% in 2022.

#7,051
in Finance & Insurance (9,261 peers)
-19.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Craig-Hallum Capital Group LLC 401(k) Plan's outsized position by total assets

Craig-Hallum Capital Group LLC 401(k) Plan vs every filed plan by assets

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

$37,088,208 Top 15% higher than 85% 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

Craig-Hallum Capital Group LLC 401(k) 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. Craig-Hallum Capital Group LLC 401(k) Plan is a small filing (95 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 043672881 · Craig-Hallum Capital Group LLC PY 2022 · 401(k)

Craig-Hallum Capital Group LLC 401(k) Plan · $37M · 95 · 85th

  • PART $37M
  • TYPE 95
  • NET 85th
  • BOOK 401(k)
  • VS-ST near National Association of Broadcasters 401(k) Thrift & Savings Plan
  • BOY ind #7051

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Craig-Hallum Capital Group LLC 401(k) Plan in the asset neighbourhood

Rhr International LLP Savings and Retirement PlanRhr International LLP Saving…$37MCraig-Hallum Capital Group LLC 401(k) PlanCraig-Hallum Capital Group L…$37MCharles Stewart Mott Foundation Tax Deferred Savings PlanCharles Stewart Mott Foundat…$37MNational Association of Broadcasters 401(k) Thrift & Savings PlanNational Association of Broa…$37MTeam Elmer's 401(k) Profit Sharing PlanTeam Elmer's 401(k) Profit S…$37M
End-of-year total assets ($M) among Craig-Hallum Capital Group LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$37M
Net Income-$9M
Employer EIN043672881
Plan Effective Date2002-05-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Craig-Hallum Capital Group LLC)

Sponsor-wide plan assets over time

All Craig-Hallum Capital Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 40.64259184482572% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.1M $52.2M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 95 $37M
2023 1 90 $44M
2024 1 91 $52M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Craig-Hallum Capital Group LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Craig-Hallum Capital Group LLC 401(k) Plan, Total assets ($B): 0.037088208 · Participants: 95Craig-Hallum Capital Group LLC 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Craig-Hallum Capital Group LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Craig-Hallum Capital Group LLC 401(k) Plan side-by-side with 3 peers →

Craig-Hallum Capital Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is National Association of Broadcasters 401(k) Thrift & Savings Plan in DC ($37M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Craig-Hallum Capital Group LLC 401(k) Plan assets move in 2022? ▼
Craig-Hallum Capital Group LLC 401(k) Plan declined sharply - down 19.8% during 2022, from $46M to $37M. Reported net income was -$9M.
How have Craig-Hallum Capital Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Craig-Hallum Capital Group LLC's sponsor-wide assets grew 40.6%, from $37M to $52M.
Where does Craig-Hallum Capital Group LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Craig-Hallum Capital Group LLC 401(k) Plan ranks in the 85th 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 401(k) plans are similar in size to Craig-Hallum Capital Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Association of Broadcasters 401(k) Thrift & Savings Plan in DC ($37M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Craig-Hallum Capital Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants, $2M 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 043672881.

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.