401(k) · DOL Form 5500 · 2023

Craig-Hallum Capital Group LLC 401(k) Plan

Data updated 2026-08-11

$44M
Total assets
90
Participants
84th
Percentile by assets
$489,113
Avg per participant
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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.

  • 84th percentile by assets (of 127,072 plans)
  • #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.

$44M
total plan assets (2023 EOY)
90
covered participants
84th
percentile by assets (of 127,072 plans)
$489,113
avg assets per participant

Where Craig-Hallum Capital Group LLC 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Minnesota
Industry
Finance & Insurance

Craig-Hallum Capital Group LLC 401(k) Plan vs the 2023 asset distribution

By assets, Craig-Hallum Capital Group LLC 401(k) Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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)

$35M$40M$45M$50M$55M 202220232024 $37.1M $52.2M ▲ +40.6%
Total plan assets by year, all Craig-Hallum Capital Group LLC plans on file
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 ($B) Participants Craig-Hallum Capital…, Total assets ($B): 0.044020207 · Participants: 90Craig-Hallum Capital…Unitedhealth Group 4…, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 4…Target Corporation 4…, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 4…Medtronic Savings an…, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings an…3M Voluntary Investm…, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investm…U.S. Bank 401(k) Sav…, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Sav…
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) Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Craig-Hallum Capital Group LLC 401(k) Plan by total assets, not by location.

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).

Next read for Craig-Hallum Capital Group LLC 401(k) Pl…

Scale reading

Ways to act on Craig-Hallum Capital Group LLC 401(k) Plan's numbers.

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.