ESOP · DOL Form 5500 · 2023
Paul I. Cripe, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 52
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $79,406
- Avg per participant Below avg balance/head
Official DOL plan name: Paul I. Cripe, Inc. Employee Stock Ownership Plan · Sponsored by Paul I. Cripe, Inc. · Indiana · Professional & Technical Services
$4M in assets, 52 participants
Paul I. Cripe, Inc.'s Paul I. Cripe, Inc. Employee Stock Ownership Plan reported $4M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,775 in Professional & Technical Services (20,321 peers)
2023 asset change
Paul I. Cripe, Inc. Employee Stock Ownership Plan surged 51.3% in 2023 ($3M → $4M) for 52 participants.
- #7,775
- in Professional & Technical Services (20,321 peers)
- +51.3%
- assets growth YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Paul I. Cripe, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Paul I. Cripe, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,129,123 41st percentile higher than 41% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Paul I. Cripe, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paul I. Cripe, Inc. Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Paul I. Cripe, Inc. Employee Stock Ownership Plan reported net income fell from $630K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Paul I. Cripe, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Paul I. Cripe, Inc. Employee Stock Ownership Plan reported participants rose from 49 in the plan year 2022 filing to 52 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 350254477 · Paul I. Cripe, Inc. PY 2023 · ESOP
Paul I. Cripe, Inc. Employee Stock Ownership Plan · $4M · 52 · 41st
- ASSETS $4M
- ASSETS 52
- ASSETS 41st
- ASSETS ESOP
- ASSETS near Bogota Savings Bank Employee Stock Ownership Plan
- ASSETS ind #7775
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 Indiana →
Paul I. Cripe, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Paul I. Cripe, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Paul I. Cripe, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 6.629502875489539% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 49 | $3M |
| 2023 | 1 | 52 | $4M |
| 2024 | 1 | 42 | $3M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | -$421K |
| Net Income | -$2M |
| Employer EIN | 350254477 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Urschel Laboratories Employee Stock Ownership Plan $366M · 487
- Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
Paul I. Cripe, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Bogota Savings Bank Employee Stock Ownership Plan in NJ ($4M); by covered participants it is Jd2 Incorporated Employee Stock Ownership Plan in CA (52 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (52 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.