ESOP · DOL Form 5500 · 2023

Crown Enterprises, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
96
Participants Small participant base
72nd
Percentile by assets National rank
$202,927
Avg per participant Above avg balance/head
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Official DOL plan name: Crown Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Crown Enterprises, Inc. · Montana · Retail Trade

$19M in assets, 96 participants

Crown Enterprises, Inc.'s Crown Enterprises, Inc. Employee Stock Ownership Plan reported $19M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,926 in Retail Trade (8,414 peers)

What the 2023 filing shows

Crown Enterprises, Inc. Employee Stock Ownership Plan holds $19M for 96 participants - about $202,927 per participant, above the median plan by assets.

#6,926
in Retail Trade (8,414 peers)
+5.4%
assets growth YoY

Crown Enterprises, Inc. Employee Stock Ownership Plan's outsized position by total assets

Crown Enterprises, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,481,000 Top 28% higher than 72% 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

Crown Enterprises, 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. Crown Enterprises, Inc. Employee Stock Ownership Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Crown Enterprises, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Crown Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Crown Enterprises, Inc. Employee Stock Ownership Plan reported participants fell from 99 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810304838 · Crown Enterprises, Inc. PY 2023 · ESOP

Crown Enterprises, Inc. Employee Stock Ownership Plan · $19M · 96 · 72nd

  • TYPE $19M
  • NET 96
  • BOOK 72nd
  • VS-ST ESOP
  • BOY near Wph Employee Stock Ownership Plan
  • SCH ind #6926

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 Montana →

Crown Enterprises, Inc. Employee Stock Ownership Plan in the asset neighbourhood

R.E. Sweeney Company, Inc. Stock Bonus Profit Sharing Plan and TrustR.E. Sweeney Company, Inc. S…$19MTuxedo Investments, Inc. Employee Stock Ownership Plan and Trust AgreementTuxedo Investments, Inc. Emp…$19MCrown Enterprises, Inc. Employee Stock Ownership PlanCrown Enterprises, Inc. Empl…$19MWph Employee Stock Ownership PlanWph Employee Stock Ownership…$19MLantz Construction Company Employee Stock Ownership Plan and TrustLantz Construction Company E…$19M
End-of-year total assets ($M) among Crown Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN810304838
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Crown Enterprises, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$20M 5.958333333333334% vs 2022
2024 filing year
$18M$18.5M$19M$19.5M$20M 202220232024 $18.5M $19.6M ▲ +6.0%
Year Plans Participants Total Assets
2022 1 99 $18M
2023 1 96 $19M
2024 1 112 $20M

Nearby ESOP Plans in Montana

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

Crown Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants Crown Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.481 · Participants: 96Crown Enterprises, Inc. Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP, Total assets ($M): 441.768786 · Participants: 824Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOPD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 149.547346 · Participants: 1474D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 81.207033 · Participants: 720Electrical Consultants, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 73.232679 · Participants: 278Morrison-Maierle, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.920975 · Participants: 303Sletten, Inc. Employee Stock Ownership Plan
Crown Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
Compare Crown Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Crown Enterprises, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Montana, the nearest ESOP by assets is Wph Employee Stock Ownership Plan in CA ($19M); by covered participants it is Erdman Anthony Profit Sharing and Employee Stock Ownership Plan in NY (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Crown Enterprises, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Crown Enterprises, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.4% during 2023, from $18M to $19M. Reported net income was $1M.
How have Crown Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Crown Enterprises, Inc.'s sponsor-wide assets grew 6.0%, from $18M to $20M.
Which ESOP plans are similar in size to Crown Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wph Employee Stock Ownership Plan in CA ($19M, 58 participants).
Which ESOP plans cover a similar participant headcount to Crown Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Erdman Anthony Profit Sharing and Employee Stock Ownership Plan in NY (96 participants, $3M 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 810304838.

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.