ESOP · DOL Form 5500 · 2023

H.M. Cragg Co. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
123
Participants Small participant base
72nd
Percentile by assets National rank
$156,674
Avg per participant Above avg balance/head
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Official DOL plan name: H. M. Cragg Co. Employee Stock Ownership Plan and Trust · Sponsored by H.M. Cragg Co. · Minnesota · Wholesale Trade

$19M in assets, 123 participants

H.M. Cragg Co.'s H. M. Cragg Co. Employee Stock Ownership Plan and Trust reported $19M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,331 in Wholesale Trade (6,309 peers)

Coverage in Minnesota

H. M. Cragg Co. Employee Stock Ownership Plan and Trust covers 123 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $19M.

#4,331
in Wholesale Trade (6,309 peers)
+33.9%
assets growth YoY

H. M. Cragg Co. Employee Stock Ownership Plan and Trust's outsized position by total assets

H. M. Cragg Co. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,270,873 Top 28% higher than 72% of 127,068 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 2023

H. M. Cragg Co. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H. M. Cragg Co. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H. M. Cragg Co. Employee Stock Ownership Plan and Trust reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • H. M. Cragg Co. Employee Stock Ownership Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • H. M. Cragg Co. Employee Stock Ownership Plan and Trust reported participants rose from 110 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410948899 · H.M. Cragg Co. PY 2023 · ESOP

H. M. Cragg Co. Employee Stock Ownership Plan and Trust · $19M · 123 · 72nd

  • BOOK $19M
  • BOOK 123
  • BOOK 72nd
  • BOOK ESOP
  • BOOK near E&m Logistics Inc. Employee Stock Ownership Plan
  • BOOK ind #4331

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 →

H. M. Cragg Co. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Fantasea Resorts Group Employee Stock Ownership PlanFantasea Resorts Group Emplo…$19MH. M. Cragg Co. Employee Stock Ownership Plan and TrustH. M. Cragg Co. Employee Sto…$19ME&m Logistics Inc. Employee Stock Ownership PlanE&m Logistics Inc. Employee …$19MAero Systems Engineering, Inc Employee Stock Ownership PlanAero Systems Engineering, In…$19MMonterey Mechanical Employee Stock Ownership PlanMonterey Mechanical Employee…$19M
End-of-year total assets ($M) among H. M. Cragg Co. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$5M
Employer EIN410948899
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H.M. Cragg Co.)

Sponsor-wide plan assets over time

All H.M. Cragg Co. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 62.72856353431605% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.1M $36M ▲ +62.7%
Year Plans Participants Total Assets
2022 2 235 $22M
2023 2 262 $29M
2024 2 293 $36M

Nearby ESOP Plans in Minnesota

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

H. M. Cragg Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants H. M. Cragg Co. Employee Stock Ownership Plan and Trust, Total assets ($M): 19.270873 · Participants: 123H. M. Cragg Co. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
H. M. Cragg Co. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare H. M. Cragg Co. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

H. M. Cragg Co. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is E&m Logistics Inc. Employee Stock Ownership Plan in NY ($19M); by covered participants it is Southwest Solutions Group, Inc. Employee Stock Ownership Plan in TX (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did H. M. Cragg Co. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
H. M. Cragg Co. Employee Stock Ownership Plan and Trust surged - up 33.9% during 2023, from $14M to $19M. Reported net income was $5M.
How have H.M. Cragg Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.M. Cragg Co.'s sponsor-wide assets grew 62.7%, from $22M to $36M.
Which ESOP plans are similar in size to H. M. Cragg Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is E&m Logistics Inc. Employee Stock Ownership Plan in NY ($19M, 240 participants).
Which ESOP plans cover a similar participant headcount to H. M. Cragg Co. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Southwest Solutions Group, Inc. Employee Stock Ownership Plan in TX (123 participants, $45M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410948899.

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.