ESOP · DOL Form 5500 · 2023

Crosby & Henry, Inc. ESOP

Data updated 2026-08-25

$364K
Total assets Small plan by assets
8
Participants Small participant base
15th
Percentile by assets National rank
$45,532
Avg per participant Low balance/head
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Official DOL plan name: Crosby & Henry, Inc. Employee Stock Ownership Plan · Sponsored by Crosby & Henry, Inc. · Michigan · Finance & Insurance

$364K in assets, 8 participants

Crosby & Henry, Inc.'s Crosby & Henry, Inc. Employee Stock Ownership Plan reported $364K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #788 in Finance & Insurance (8,869 peers)

Crosby & Henry, Inc. multi-year trail

Crosby & Henry, Inc.'s plans moved -22.6% in assets from 2022 to 2024; this filing shows Crosby & Henry, Inc. Employee Stock Ownership Plan at $364K / 8 participants.

#788
in Finance & Insurance (8,869 peers)
-4.3%
assets change YoY

The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Crosby & Henry, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Crosby & Henry, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$364,252 15th percentile higher than 15% 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

Crosby & Henry, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crosby & Henry, Inc. Employee Stock Ownership Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Crosby & Henry, Inc. Employee Stock Ownership Plan reported net income rose from -$47K in the plan year 2022 filing to -$16K in the plan year 2023 filing.
  • Crosby & Henry, Inc. Employee Stock Ownership Plan end-of-year assets fell from $381K in the plan year 2022 filing to $364K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 381840685 · Crosby & Henry, Inc. PY 2023 · ESOP

Crosby & Henry, Inc. Employee Stock Ownership Plan · $364K · 8 · 15th

  • TYPE $364K
  • TYPE 8
  • TYPE 15th
  • TYPE ESOP
  • TYPE near Point-of-Care Partners, Inc. Employee Stock Ownership Plan
  • TYPE ind #788

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 Michigan →

Crosby & Henry, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Point-of-Care Partners, Inc. Employee Stock Ownership PlanPoint-of-Care Partners, Inc.…$367KThea Holdings Employee Stock Ownership PlanThea Holdings Employee Stock…$369KHeavy Construction Systems Specialists,Inc. Employee Stock Ownership PlanHeavy Construction Systems S…$369KWidmer Engineering, Inc. Employee Stock Ownership PlanWidmer Engineering, Inc. Emp…$370KCrosby & Henry, Inc. Employee Stock Ownership PlanCrosby & Henry, Inc. Employe…$364K
End-of-year total assets ($M) among Crosby & Henry, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Crosby & Henry, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Crosby & Henry, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$295K 22.617687160612533% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M 202220232024 $0.38M $0.29M ▼ -23.7%
Year Plans Participants Total Assets
2022 1 8 $381K
2023 1 8 $364K
2024 1 7 $295K

Crosby & Henry, Inc. filing trail (2023)

Total Assets (Beginning of Year)$381K
Net Assets (End of Year)$364K
Net Income-$16K
Employer EIN381840685
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

Crosby & Henry, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.5 Total assets ($B) Participants Crosby & Henry, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000364252 · Participants: 8Crosby & Henry, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Crosby & Henry, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Crosby & Henry, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Crosby & Henry, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Point-of-Care Partners, Inc. Employee Stock Ownership Plan in FL ($367K); by covered participants it is Versailles Savings and Loan Company Employee Stock Ownership Plan in OH (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Crosby & Henry, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Crosby & Henry, Inc. Employee Stock Ownership Plan edged down modestly - down 4.3% during 2023, from $381K to $364K. Reported net income was -$16K.
How have Crosby & Henry, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crosby & Henry, Inc.'s sponsor-wide assets declined 22.6%, from $381K to $295K.
Where does Crosby & Henry, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Crosby & Henry, Inc. Employee Stock Ownership Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Crosby & Henry, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Point-of-Care Partners, Inc. Employee Stock Ownership Plan in FL ($367K, 29 participants).
Which ESOP plans cover a similar participant headcount to Crosby & Henry, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Versailles Savings and Loan Company Employee Stock Ownership Plan in OH (8 participants, $614K 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 381840685.

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.