ESOP · DOL Form 5500 · 2023

Collective Measures, Inc. ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
76
Participants Small participant base
79th
Percentile by assets National rank
$393,996
Avg per participant High balance/head
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Official DOL plan name: Nina Hale Employee Stock Ownership Plan · Sponsored by Collective Measures, Inc. · Minnesota · Professional & Technical Services

$30M in assets, 76 participants

Collective Measures, Inc.'s Nina Hale Employee Stock Ownership Plan reported $30M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,200 in Professional & Technical Services (20,321 peers)

Where Nina Hale Employee Stock Ownership Plan sits by assets

Nina Hale Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $30M for 76 participants (~$393,996/participant), up 28.3% in 2023.

#16,200
in Professional & Technical Services (20,321 peers)
+28.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Nina Hale Employee Stock Ownership Plan's outsized position by total assets

Nina Hale Employee Stock Ownership Plan vs every filed plan by assets

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

$29,943,731 Top 21% higher than 79% 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

Nina Hale 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. Nina Hale Employee Stock Ownership Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nina Hale Employee Stock Ownership Plan end-of-year assets rose from $23M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Nina Hale Employee Stock Ownership Plan reported participants fell from 82 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 208508247 · Collective Measures, Inc. PY 2023 · ESOP

Nina Hale Employee Stock Ownership Plan · $30M · 76 · 79th

  • VS-ST $30M
  • VS-ST 76
  • VS-ST 79th
  • VS-ST ESOP
  • VS-ST near Arch Telecom Employee Stock Ownership Plan
  • VS-ST ind #16200

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 Minnesota →

Nina Hale Employee Stock Ownership Plan in the asset neighbourhood

The Brix Group Employee Stock Ownership PlanThe Brix Group Employee Stoc…$30MInternational Cars Employee Stock Ownership PlanInternational Cars Employee …$30MNina Hale Employee Stock Ownership PlanNina Hale Employee Stock Own…$30MArch Telecom Employee Stock Ownership PlanArch Telecom Employee Stock …$30MMainely Tubs Employee Stock Ownership PlanMainely Tubs Employee Stock …$30M
End-of-year total assets ($M) among Nina Hale 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)$23M
Net Assets (End of Year)$30M
Net Income$7M
Employer EIN208508247
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Collective Measures, Inc.)

Sponsor-wide plan assets over time

All Collective Measures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 44.8670386304493% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.3M $33.8M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 82 $23M
2023 1 76 $30M
2024 1 88 $34M

Nearby ESOP Plans in Minnesota

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

Nina Hale Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Nina Hale Employee Stock Ownership Plan, Total assets ($M): 29.943731 · Participants: 76Nina Hale Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Nina Hale Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Nina Hale Employee Stock Ownership Plan side-by-side with 3 peers →

Nina Hale Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Arch Telecom Employee Stock Ownership Plan in CA ($30M); by covered participants it is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Nina Hale Employee Stock Ownership Plan assets move in 2023? ▼
Nina Hale Employee Stock Ownership Plan grew sharply - up 28.3% during 2023, from $23M to $30M. Reported net income was $7M.
How have Collective Measures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Collective Measures, Inc.'s sponsor-wide assets grew 44.9%, from $23M to $34M.
Where does Nina Hale Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Nina Hale Employee Stock Ownership Plan ranks in the 79th 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 ESOP plans are similar in size to Nina Hale Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Arch Telecom Employee Stock Ownership Plan in CA ($30M, 1,254 participants).
Which ESOP plans cover a similar participant headcount to Nina Hale Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 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 208508247.

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.