ESOP · DOL Form 5500 · 2024

Crown Enterprises, Inc. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
112
Participants Small participant base
70th
Percentile by assets National rank
$174,831
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

$20M in assets, 112 participants

Crown Enterprises, Inc.'s Crown Enterprises, Inc. Employee Stock Ownership Plan reported $20M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,484 in Retail Trade (8,048 peers)

Coverage in Montana

Crown Enterprises, Inc. Employee Stock Ownership Plan covers 112 participants in Montana, about 41% of the average Montana filer (state average ~271 per filing). Assets: $20M.

#6,484
in Retail Trade (8,048 peers)
+0.5%
assets growth YoY

The plan reported a net loss of $217K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$19,581,100 Top 30% higher than 70% of 123,620 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 2024

Crown Enterprises, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Crown Enterprises, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Crown Enterprises, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$217K in the plan year 2024 filing.
  • Crown Enterprises, Inc. Employee Stock Ownership Plan reported participants rose from 96 in the plan year 2023 filing to 112 in the plan year 2024 filing.
  • Crown Enterprises, Inc. Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 810304838 · Crown Enterprises, Inc. PY 2024 · ESOP

Crown Enterprises, Inc. Employee Stock Ownership Plan · $20M · 112 · 70th

  • IND $20M
  • EOY 112
  • 5500 70th
  • ASSETS ESOP
  • PCT near Commercial Casework, Inc. Employee Stock Ownership Plan
  • EIN ind #6484

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

Peter Basso Associates, Inc Employee Stock Ownership PlanPeter Basso Associates, Inc …$20MCrown Enterprises, Inc. Employee Stock Ownership PlanCrown Enterprises, Inc. Empl…$20MCommercial Casework, Inc. Employee Stock Ownership PlanCommercial Casework, Inc. Em…$20MRobert N. Ewing, General Contractor, Inc Employee Stock Ownership PlanRobert N. Ewing, General Con…$20MCambridge Bancorp Employee Stock Ownership PlanCambridge Bancorp Employee S…$20M
End-of-year total assets ($M) among Crown Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Montana filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income-$217K
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): 19.5811 · Participants: 112Crown Enterprises, Inc. Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP, Total assets ($M): 469.052794 · Participants: 968Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOPD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 175.622889 · Participants: 1519D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 108.549029 · Participants: 822Electrical Consultants, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 86.70244 · Participants: 339Sletten, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 77.09406 · Participants: 294Morrison-Maierle, 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 Commercial Casework, Inc. Employee Stock Ownership Plan in CA ($20M); by covered participants it is R. W. Dake & Co., Inc. Employee Stock Ownership Plan in NY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Crown Enterprises, Inc. Employee Stock Ownership Plan held essentially flat - up 0.5% during 2024, from $19M to $20M. Reported net income was -$217K.
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 Commercial Casework, Inc. Employee Stock Ownership Plan in CA ($20M, 53 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 R. W. Dake & Co., Inc. Employee Stock Ownership Plan in NY (112 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.