ESOP · DOL Form 5500 · 2023

C.a.C. Industries, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
170
Participants Small participant base
43rd
Percentile by assets National rank
$27,647
Avg per participant Low balance/head
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Official DOL plan name: Nortm Bhag Employee Stock Ownership Plan · Sponsored by C.a.C. Industries, Inc. · New York · Construction

$5M in assets, 170 participants

C.a.C. Industries, Inc.'s Nortm Bhag Employee Stock Ownership Plan reported $5M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #3,701 in Construction (9,030 peers)

Coverage in New York

Nortm Bhag Employee Stock Ownership Plan covers 170 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $5M.

#3,701
in Construction (9,030 peers)
-$172M
reported net income

The plan reported a net loss of $172M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nortm Bhag Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Nortm Bhag Employee Stock Ownership Plan vs every filed plan by assets

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

$4,700,000 43rd percentile higher than 43% 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

Nortm Bhag Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nortm Bhag Employee Stock Ownership Plan sits mid-pack in the medium band (170 participants).

Published 5500 schedule card

Filing strip 113082726 · C.a.C. Industries, Inc. PY 2023 · ESOP

Nortm Bhag Employee Stock Ownership Plan · $5M · 170 · 43rd

  • 5500 $5M
  • ASSETS 170
  • PCT 43rd
  • EIN ESOP
  • RANK near Eac Pinnacle Holdings Inc. Employee Stock Ownership Plan
  • PHOTO ind #3701

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 New York →

Nortm Bhag Employee Stock Ownership Plan in the asset neighbourhood

Nortm Bhag Employee Stock Ownership PlanNortm Bhag Employee Stock Ow…$5MEac Pinnacle Holdings Inc. Employee Stock Ownership PlanEac Pinnacle Holdings Inc. E…$5MAustin, Tsutsumi & Associates, Inc ESOPAustin, Tsutsumi & Associate…$5MThe Peoples State Bank Employee Stock Ownership PlanThe Peoples State Bank Emplo…$5MEtw Employee Stock Ownership PlanEtw Employee Stock Ownership…$5M
End-of-year total assets ($M) among Nortm Bhag Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$172M
Net Income-$172M
Employer EIN113082726
Plan Effective Date2023-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C.a.C. Industries, Inc.)

Sponsor-wide plan assets over time

All C.a.C. Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 78.08510638297872% vs 2023
2024 filing year
$4M$6M$8M$10M 20232024 $4.7M $8.37M ▲ +78.1%
Year Plans Participants Total Assets
2023 1 170 $5M
2024 1 413 $8M

Nearby ESOP Plans in New York

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

Nortm Bhag Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Nortm Bhag Employee Stock Ownership Plan, Total assets ($M): 4.7 · Participants: 170Nortm Bhag Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Nortm Bhag Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Nortm Bhag Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Eac Pinnacle Holdings Inc. Employee Stock Ownership Plan in IL ($5M); by covered participants it is General Engineering Co. of Virginia Employee Stock Ownership Plan and Trust in VA (170 participants). Same-state nearby plans are listed separately above.

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 have C.a.C. Industries, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), C.a.C. Industries, Inc.'s sponsor-wide assets grew 78.1%, from $5M to $8M.
Which ESOP plans are similar in size to Nortm Bhag Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Eac Pinnacle Holdings Inc. Employee Stock Ownership Plan in IL ($5M, N/A participants).
Which ESOP plans cover a similar participant headcount to Nortm Bhag Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is General Engineering Co. of Virginia Employee Stock Ownership Plan and Trust in VA (170 participants, $37M 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 113082726.

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.