401(k) · DOL Form 5500 · 2023

Craig-Hallum Capital Group LLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
90
Participants Small participant base
84th
Percentile by assets National rank
$489,113
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

$44M in assets, 90 participants

Craig-Hallum Capital Group LLC's Craig-Hallum Capital Group LLC 401(k) Plan reported $44M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,715 in Finance & Insurance (8,869 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, $44M for 90 participants (~$489,113/participant), up 18.7% in 2023.

#6,715
in Finance & Insurance (8,869 peers)
+18.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$44,020,207 Top 16% higher than 84% 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

Craig-Hallum Capital Group LLC 401(k) 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. Craig-Hallum Capital Group LLC 401(k) Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Craig-Hallum Capital Group LLC 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Craig-Hallum Capital Group LLC 401(k) Plan end-of-year assets rose from $37M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Craig-Hallum Capital Group LLC 401(k) Plan reported participants fell from 95 in the plan year 2022 filing to 90 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043672881 · Craig-Hallum Capital Group LLC PY 2023 · 401(k)

Craig-Hallum Capital Group LLC 401(k) Plan · $44M · 90 · 84th

  • VS-ST $44M
  • VS-ST 90
  • VS-ST 84th
  • VS-ST 401(k)
  • VS-ST near Blueally Technology Solutions 401(k) Plan
  • VS-ST ind #6715

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

Mesa Laboratories, Inc. 401(k) Retirement PlanMesa Laboratories, Inc. 401(…$44MCraig-Hallum Capital Group LLC 401(k) PlanCraig-Hallum Capital Group L…$44MBlueally Technology Solutions 401(k) PlanBlueally Technology Solution…$44MEppstein Uhen Architects, Inc. 401(k) Savings PlanEppstein Uhen Architects, In…$44MYonkers Contracting Company, Inc. Profit Sharing and Incentive Savings PlanYonkers Contracting Company,…$44M
End-of-year total assets ($M) among Craig-Hallum Capital Group LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$44M
Net Income$7M
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 -50510152025 Total assets ($B) Participants Craig-Hallum Capital Group LLC 401(k) Plan, Total assets ($B): 0.044020207 · Participants: 90Craig-Hallum Capital Group LLC 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.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 Blueally Technology Solutions 401(k) Plan in NC ($44M); by covered participants it is International Marine Products Retirement Plan in CA (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Craig-Hallum Capital Group LLC 401(k) Plan assets move in 2023? ▼
Craig-Hallum Capital Group LLC 401(k) Plan grew sharply - up 18.7% during 2023, from $37M to $44M. Reported net income was $7M.
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 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Blueally Technology Solutions 401(k) Plan in NC ($44M, 242 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 International Marine Products Retirement Plan in CA (90 participants, $3M 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 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.