Money Purchase · DOL Form 5500 · 2023

Craig Enterprises, Inc. Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
5
Participants Small participant base
46th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Craig Enterprises. Inc. Amended Restated Pension Plan and Trust · Sponsored by Craig Enterprises, Inc. · Indiana · Wholesale Trade

$6M in assets, 5 participants

Craig Enterprises, Inc.'s Craig Enterprises. Inc. Amended Restated Pension Plan and Trust reported $6M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,257 in Wholesale Trade (6,309 peers)

Craig Enterprises, Inc. multi-year trail

Craig Enterprises, Inc.'s plans moved +52.9% in assets from 2022 to 2024; this filing shows Craig Enterprises. Inc. Amended Restated Pension Plan and Trust at $6M / 5 participants.

#2,257
in Wholesale Trade (6,309 peers)
+29.3%
assets growth YoY

Craig Enterprises. Inc. Amended Restated Pension Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Craig Enterprises. Inc. Amended Restated Pension Plan and Trust vs every filed plan by assets

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

$5,557,475 46th percentile higher than 46% 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 Enterprises. Inc. Amended Restated Pension Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Craig Enterprises. Inc. Amended Restated Pension Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Craig Enterprises. Inc. Amended Restated Pension Plan and Trust reported net income rose from -$290K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Craig Enterprises. Inc. Amended Restated Pension Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351478443 · Craig Enterprises, Inc. PY 2023 · Money Purchase

Craig Enterprises. Inc. Amended Restated Pension Plan and Trust · $6M · 5 · 46th

  • PHOTO $6M
  • IND 5
  • EOY 46th
  • 5500 Money Purchase
  • ASSETS near Retirement Plan for Classified Employees of Board of Trustees of Beloit College
  • PCT ind #2257

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 Wholesale Trade retirement plans → · Plans in Indiana →

Craig Enterprises. Inc. Amended Restated Pension Plan and Trust in the asset neighbourhood

Applied Value LLC Pension PlanApplied Value LLC Pension Pl…$6MCraig Enterprises. Inc. Amended Restated Pension Plan and TrustCraig Enterprises. Inc. Amen…$6MRetirement Plan for Classified Employees of Board of Trustees of Beloit CollegeRetirement Plan for Classifi…$6MWilliam W. Motley Dds Psp$6MBacharach Institute for Rehabilitation Pension PlanBacharach Institute for Reha…$6M
End-of-year total assets ($M) among Craig Enterprises. Inc. Amended Restated Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Craig Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Craig Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 52.94261946162004% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.3M $6.57M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 5 $6M
2024 1 5 $7M

Craig Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN351478443
Plan Effective Date1980-03-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Indiana

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

Craig Enterprises. Inc. Amended Restated Pension Plan and Trust vs. nearby Money Purchase plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Craig Enterprises. Inc. Amended Restated Pension Plan and Trust, Total assets ($M): 5.557475 · Participants: 5Craig Enterprises. Inc. Amended Restated Pension Plan and TrustI.B.E.W Local 697 Defined Contribution Plan, Total assets ($M): 389.744986 · Participants: 981I.B.E.W Local 697 Defined Contribution PlanRose-Hulman Institute of Technology Money Purchase Purchase Plan, Total assets ($M): 201.953419 · Participants: 593Rose-Hulman Institute of Technology Money Purchase Purchase PlanPlumbers and Steamfitters Local 440 Defined Contribution Plan, Total assets ($M): 172.696922 · Participants: 2898Plumbers and Steamfitters Local 440 Defined Contribution PlanIBEW Local 531 & NECA Money Purchase Pension Plan, Total assets ($M): 120.85166 · Participants: 540IBEW Local 531 & NECA Money Purchase Pension PlanInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust, Total assets ($M): 115.226502 · Participants: 1051International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust
Craig Enterprises. Inc. Amended Restated Pension Plan and Trust vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare Craig Enterprises. Inc. Amended Restated Pension Plan and Trust side-by-side with 3 peers →

Craig Enterprises. Inc. Amended Restated Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is Retirement Plan for Classified Employees of Board of Trustees of Beloit College in WI ($6M); by covered participants it is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Enterprises. Inc. Amended Restated Pension Plan and Trust assets move in 2023? ▼
Craig Enterprises. Inc. Amended Restated Pension Plan and Trust grew sharply - up 29.3% during 2023, from $4M to $6M. Reported net income was $1M.
How have Craig Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Craig Enterprises, Inc.'s sponsor-wide assets grew 52.9%, from $4M to $7M.
Which Money Purchase plans are similar in size to Craig Enterprises. Inc. Amended Restated Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan for Classified Employees of Board of Trustees of Beloit College in WI ($6M, 45 participants).
Which Money Purchase plans cover a similar participant headcount to Craig Enterprises. Inc. Amended Restated Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jim G. Taylor, O.D., P.C. Profit Sharing Plan in TN (5 participants, $925K 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 351478443.

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.