Money Purchase · DOL Form 5500 · 2023

Craig Enterprises, Inc. Money Purchase Plan

Data updated 2026-08-11

$6M
Total assets
5
Participants
46th
Percentile by assets
$1.1M
Avg per participant
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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.

  • 46th percentile by assets (of 127,072 plans)
  • #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.

$6M
total plan assets (2023 EOY)
5
covered participants
46th
percentile by assets (of 127,072 plans)
$1.1M
avg assets per participant

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 →

State
Industry

Craig Enterprises, Inc. across 3 plan years on file

Across the 3 plan years Craig Enterprises, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $7M, a gain of 52.9%, while reported participants moved from 5 to 5 (+0.0%). Peak year by sponsor assets: 2024 ($7M); trough: 2022 ($4M).

Craig Enterprises, Inc. multi-year asset trail

$4M$5M$6M$7M 202220232024 $4.3M $6.57M ▲ +52.8%
Total plan assets by year, all Craig Enterprises, Inc. plans on file
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

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. I…I.B.E.W Local 697 De…Rose-Hulman Institut…Plumbers and Steamfi…IBEW Local 531 & NEC…International Brothe…
Craig Enterprises. Inc. Amended Restated Pension Plan and Trust vs. nearby Money Purchase plans in Indiana, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Craig Enterprises. Inc. Amended Restated Pension Plan and Trust by total assets, not by location.

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).

Next read for Craig Enterprises. Inc. Amended Restated…

Multi-year trail

Ways to act on Craig Enterprises. Inc. Amended Restated Pension Plan and Trust's numbers.

  • By total assets, Craig Enterprises. Inc. Amended Restated Pension Plan and Trust ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Indiana. Compare plans
  • Craig Enterprises, Inc.'s sponsor-wide assets have grown 52.9% since 2022 across 3 plan years on file. More Wholesale Trade plans