ESOP · DOL Form 5500 · 2023

M & H Crates, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
100
Participants Small participant base
55th
Percentile by assets National rank
$83,220
Avg per participant Below avg balance/head
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Official DOL plan name: M & H Crates, Inc. Employee Stock Ownership Plan · Sponsored by M & H Crates, Inc. · Texas · Manufacturing

$8M in assets, 100 participants

M & H Crates, Inc.'s M & H Crates, Inc. Employee Stock Ownership Plan reported $8M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,482 in Manufacturing (18,722 peers)

Coverage in Texas

M & H Crates, Inc. Employee Stock Ownership Plan covers 100 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#7,482
in Manufacturing (18,722 peers)
-0.8%
assets change YoY

The plan reported a net loss of $67K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M & H Crates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

M & H Crates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,322,006 Top 45% higher than 55% 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

M & H Crates, Inc. 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. M & H Crates, Inc. Employee Stock Ownership Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M & H Crates, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$67K in the plan year 2023 filing.
  • M & H Crates, Inc. Employee Stock Ownership Plan reported participants rose from 92 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 751524086 · M & H Crates, Inc. PY 2023 · ESOP

M & H Crates, Inc. Employee Stock Ownership Plan · $8M · 100 · 55th

  • BOOK $8M
  • BOOK 100
  • BOOK 55th
  • BOOK ESOP
  • BOOK near Rapp Petroleum Employee Stock Ownership Plan
  • BOOK ind #7482

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 Texas →

M & H Crates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Insurance Office of America, Inc. Employee Stock Ownership PlanInsurance Office of America,…$8MM & H Crates, Inc. Employee Stock Ownership PlanM & H Crates, Inc. Employee …$8MRapp Petroleum Employee Stock Ownership PlanRapp Petroleum Employee Stoc…$8MLyme Computer Systems Employee Stock Ownership PlanLyme Computer Systems Employ…$8MU.P. Engineers & Architects, Inc. Employee Stock Ownership Plan and TrustU.P. Engineers & Architects,…$8M
End-of-year total assets ($M) among M & H Crates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$67K
Employer EIN751524086
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (M & H Crates, Inc.)

Sponsor-wide plan assets over time

All M & H Crates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 17.88400699719354% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $8.39M $6.89M ▼ -17.9%
Year Plans Participants Total Assets
2022 1 92 $8M
2023 1 100 $8M
2024 1 95 $7M

Nearby ESOP Plans in Texas

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

M & H Crates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants M & H Crates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008322006 · Participants: 100M & H Crates, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
M & H Crates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare M & H Crates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Rapp Petroleum Employee Stock Ownership Plan in NY ($8M); by covered participants it is Triple T Transport Employee Stock Ownership Plan in OH (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 M & H Crates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
M & H Crates, Inc. Employee Stock Ownership Plan held essentially flat - down 0.8% during 2023, from $8M to $8M. Reported net income was -$67K.
How have M & H Crates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M & H Crates, Inc.'s sponsor-wide assets declined 17.9%, from $8M to $7M.
Which ESOP plans are similar in size to M & H Crates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rapp Petroleum Employee Stock Ownership Plan in NY ($8M, 125 participants).
Which ESOP plans cover a similar participant headcount to M & H Crates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Triple T Transport Employee Stock Ownership Plan in OH (100 participants, $137M 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 751524086.

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.