ESOP · DOL Form 5500 · 2023
Cramer & Associates, Inc. ESOP
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 117
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $241,406
- Avg per participant Above avg balance/head
Official DOL plan name: Cramer & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Cramer & Associates, Inc. · Iowa · Construction
$28M in assets, 117 participants
Cramer & Associates, Inc.'s Cramer & Associates, Inc. Employee Stock Ownership Plan reported $28M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #6,927 in Construction (9,030 peers)
Coverage in Iowa
Cramer & Associates, Inc. Employee Stock Ownership Plan covers 117 participants in Iowa, about 19% of the average Iowa filer (state average ~609 per filing). Assets: $28M.
- #6,927
- in Construction (9,030 peers)
- +11.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Cramer & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets
Cramer & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,244,500 Top 22% higher than 78% 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
Cramer & Associates, 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. Cramer & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (117 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cramer & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $159K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Cramer & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Cramer & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 128 in the plan year 2022 filing to 117 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 421102408 · Cramer & Associates, Inc. PY 2023 · ESOP
Cramer & Associates, Inc. Employee Stock Ownership Plan · $28M · 117 · 78th
- BOOK $28M
- BOOK 117
- BOOK 78th
- BOOK ESOP
- BOOK near Bardex Corporation Employee Stock Ownership Plan
- BOOK ind #6927
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 Iowa →
Cramer & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 421102408 |
| Plan Effective Date | 1978-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cramer & Associates, Inc.)
Sponsor-wide plan assets over time
All Cramer & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 26.374238003021965% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $25M |
| 2023 | 1 | 117 | $28M |
| 2024 | 1 | 113 | $32M |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $864M · 802
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $596M · 801
- Precision, Inc. Employee Stock Ownership Plan and Trust $438M · 667
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $428M · 771
- Vgm Group, Inc. Employee Stock Ownership Plan $406M · 1,070
Cramer & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Bardex Corporation Employee Stock Ownership Plan in CA ($28M); by covered participants it is Jth Industrial, Inc. Employee Stock Ownership Plan in TN (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Bardex Corporation Employee Stock Ownership Plan (CA) $28M · 47
- Kenmark Optical, Inc. Employee Stock Ownership Plan (KY) $28M · 92
- Northern Tree Holdco, Inc. Employee Stock Ownership Plan (MA) $28M · 165
- Acme Mechanical Contractors of Virginia, Inc. Employee Stock Ownership Plan and Trust (VA) $28M · 130
Similar participant headcount
Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.
- Jth Industrial, Inc. Employee Stock Ownership Plan (TN) 117 · 0 off
- G2 Software Systems, Inc. Employee Stock Ownership Plan (CA) 117 · 0 off
- Baker Engineering and Risk Consultants, Inc. Employee Stock Ownership Plan (TX) 117 · 0 off
- International Holding Partners, Inc. Employee Stock Ownership Plan (TX) 117 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.