ESOP · DOL Form 5500 · 2023

Mccreary Modern, Inc. ESOP

Data updated 2026-08-25

$78M
Total assets Below avg plan size
699
Participants Below avg headcount
90th
Percentile by assets National rank
$111,908
Avg per participant Below avg balance/head
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Official DOL plan name: Mccreary Modern, Inc. Employee Stock Ownership Plan · Sponsored by Mccreary Modern, Inc. · North Carolina · Manufacturing

$78M in assets, 699 participants

Mccreary Modern, Inc.'s Mccreary Modern, Inc. Employee Stock Ownership Plan reported $78M in total assets and 699 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,808 in Manufacturing (18,722 peers)

Where Mccreary Modern, Inc. Employee Stock Ownership Plan sits by assets

Mccreary Modern, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $78M for 699 participants (~$111,908/participant), up 26.4% in 2023.

#15,808
in Manufacturing (18,722 peers)
+26.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Mccreary Modern, Inc. Employee Stock Ownership Plan's outsized position by total assets

Mccreary Modern, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$78,223,671 Top 10% higher than 90% 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

Mccreary Modern, Inc. Employee Stock Ownership Plan 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. Mccreary Modern, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (699 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mccreary Modern, Inc. Employee Stock Ownership Plan reported net income rose from $10M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Mccreary Modern, Inc. Employee Stock Ownership Plan end-of-year assets rose from $62M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Mccreary Modern, Inc. Employee Stock Ownership Plan reported participants rose from 687 in the plan year 2022 filing to 699 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 561497443 · Mccreary Modern, Inc. PY 2023 · ESOP

Mccreary Modern, Inc. Employee Stock Ownership Plan · $78M · 699 · 90th

  • IND $78M
  • EOY 699
  • 5500 90th
  • ASSETS ESOP
  • PCT near Teichert, Inc. Stock Bonus Plan
  • EIN ind #15808

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 North Carolina →

Mccreary Modern, Inc. Employee Stock Ownership Plan in the asset neighbourhood

F & H Food Equipment Co. Employee Stock Ownership PlanF & H Food Equipment Co. Emp…$79MW.W. Gay Mechanical Contractor, Inc. Employee Stock Ownership Plan & TrustW.W. Gay Mechanical Contract…$78MTeichert, Inc. Stock Bonus PlanTeichert, Inc. Stock Bonus P…$78MMccreary Modern, Inc. Employee Stock Ownership PlanMccreary Modern, Inc. Employ…$78MDrake-Williams Steel, Inc. Employee Stock Ownership PlanDrake-Williams Steel, Inc. E…$78M
End-of-year total assets ($M) among Mccreary Modern, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$78M
Net Income$16M
Employer EIN561497443
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mccreary Modern, Inc.)

Sponsor-wide plan assets over time

All Mccreary Modern, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$133M 37.53688649550801% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $96.6M $133M ▲ +37.5%
Year Plans Participants Total Assets
2022 2 1,547 $97M
2023 2 1,563 $118M
2024 2 1,503 $133M

Nearby ESOP Plans in North Carolina

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

Mccreary Modern, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 50100150200 Total assets ($M) Participants Mccreary Modern, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.223671 · Participants: 699Mccreary Modern, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Mccreary Modern, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Mccreary Modern, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Teichert, Inc. Stock Bonus Plan in CA ($78M); by covered participants it is Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust in IL (698 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (699 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 Mccreary Modern, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Mccreary Modern, Inc. Employee Stock Ownership Plan grew sharply - up 26.4% during 2023, from $62M to $78M. Reported net income was $16M.
How have Mccreary Modern, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccreary Modern, Inc.'s sponsor-wide assets grew 37.5%, from $97M to $133M.
Where does Mccreary Modern, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mccreary Modern, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Mccreary Modern, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Teichert, Inc. Stock Bonus Plan in CA ($78M, 875 participants).
Which ESOP plans cover a similar participant headcount to Mccreary Modern, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust in IL (698 participants, $144M 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 561497443.

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.